Insights

Client-Centric Approach Socium Advisors emphasizes building genuine partnerships with clients through outcome-based planning and long-term goal funding, which indicates strong potential for offering tailored financial technology solutions that enhance client engagement and service personalization.

Expanding Service Network Recent expansion efforts by competitors like Northwestern Mutual suggest industry growth opportunities, and Socium can capitalize by offering scalable client acquisition tools, office support solutions, or regional marketing services to bolster local presence.

Technology Utilization With a diverse tech stack including analytics, data protection, and web development tools, Socium's adoption of advanced technology presents opportunities to upsell innovative software solutions for financial analytics, compliance, and digital marketing enhancements.

Market Positioning Socium’s focus on comprehensive, interconnected financial planning resonates with professionals and organizations seeking integrated advisory services, creating potential partnerships or offerings tailored for large firms or niche professional groups such as attorneys and physicians.

Financial Stability With revenues estimated between $50M and $100M and a sizable employee base, Socium is positioned for growth and may benefit from targeted enterprise solutions, strategic alliances, or premium service packages aimed at expanding its market share in the financial advisory space.

Socium Advisors Tech Stack

Socium Advisors uses 8 technology products and services including SiteCatalyst, Osano, yepnope.js, and more. Explore Socium Advisors's tech stack below.

  • SiteCatalyst
    Analytics
  • Osano
    Cookie Compliance
  • yepnope.js
    Javascript Frameworks
  • Slick
    Javascript Libraries
  • Lodash
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Adobe ColdFusion
    Web Frameworks
  • AddThis
    Widgets

Socium Advisors's Email Address Formats

Socium Advisors uses at least 1 format(s):
Socium Advisors Email FormatsExamplePercentage
First.Last@nm.comJohn.Doe@nm.com
89%
F.Last@nm.comJ.Doe@nm.com
8%
First.Middle@nm.comJohn.Michael@nm.com
2%
Last@nm.comDoe@nm.com
1%

Frequently Asked Questions

Where is Socium Advisors's headquarters located?

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Socium Advisors's main headquarters is located at 622 Emerson Road, Suite 400. The company has employees across 1 continents, including North America.

What is Socium Advisors's official website and social media links?

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Socium Advisors's official website is nm.com and has social profiles on LinkedIn.

How much revenue does Socium Advisors generate?

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As of December 2025, Socium Advisors's annual revenue is estimated to be $16M.

What is Socium Advisors's NAICS code?

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Socium Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Socium Advisors have currently?

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As of December 2025, Socium Advisors has approximately 54 employees across 1 continents, including North America. Key team members include Chief Marketing Officer: J. M.Chief Operating Officer: A. G.Chief Financial Officer: J. S.. Explore Socium Advisors's employee directory with LeadIQ.

What industry does Socium Advisors belong to?

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Socium Advisors operates in the Financial Services industry.

What technology does Socium Advisors use?

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Socium Advisors's tech stack includes SiteCatalystOsanoyepnope.jsSlickLodashjQueryAdobe ColdFusionAddThis.

What is Socium Advisors's email format?

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Socium Advisors's email format typically follows the pattern of First.Last@nm.com. Find more Socium Advisors email formats with LeadIQ.

When was Socium Advisors founded?

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Socium Advisors was founded in 1991.

Socium Advisors

Financial ServicesMissouri, United States51-200 Employees

Socium (n) – partner, ally

At Socium, we derive our name from what we care about the most: building genuine partnership. To us, this extends far beyond meetings or business transactions. From outcome-based planning, to sufficient risk protection, to long-term goal funding, we’re passionate about paving the way to prosperous futures for our clients and mutual accountability along the way.

Together, our in-house team and network of national affiliates combine decades of industry experience with a diverse set of skills to ensure that the ways we serve our clients reflect their intentions, input, and needs. Our comprehensive approach focuses on seven interconnected components, all of which are vital to a complete financial blueprint. This approach allows our clients to have the best experience in every area from one cohesive source.

Section iconCompany Overview

Headquarters
622 Emerson Road, Suite 400
Website
nm.com
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Socium Advisors's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Socium Advisors's revenue is estimated to be in the range of $50M$100M

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