Insights

Partnership Focus Socium emphasizes building genuine partnerships and long-term client relationships, offering tailored, outcome-based financial planning. This approach indicates openness to collaboration with firms that prioritize personalized advisory services and relationship-driven sales models.

Technology Adoption The company's use of advanced analytics tools like SiteCatalyst and security solutions such as Osano demonstrates a tech-forward mindset. This suggests potential for offering innovative financial technology solutions or data-driven tools to enhance Socium’s service delivery.

Market Positioning Operating in the competitive financial advisory space with a revenue between $50M and $100M, Socium represents a mid-sized firm seeking strategic growth. Targeting technology integrations, compliance solutions, and client engagement tools could support their expansion and client experience enhancement efforts.

Industry Networking Socium's industry environment aligns with large professional services firms like Ernst & Young and KPMG, indicating a potential interest in enterprise-level consulting, compliance, or financial technology partnerships, especially those that support scalable growth and compliance.

Growth Opportunities Recent news about Northwestern Mutual expanding offices and maintaining high reputation suggests a competitive landscape and opportunities for Socium to differentiate through innovative advisory solutions, targeted niche services, or strategic partnerships within the financial services sector.

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 2 format(s):
Socium Advisors Email FormatsExamplePercentage
First.Last@nm.comJohn.Doe@nm.com
85%
F.Last@nm.comJ.Doe@nm.com
8%
First.Middle@nm.comJohn.Michael@nm.com
2%
Last@nm.comDoe@nm.com
1%
Fir.Last@nm.comJoh.Doe@nm.com
1%
First.M.Last@nm.comJohn.M.Doe@nm.com
1%
FLast@nm.comJDoe@nm.com
1%
LF@nm.comDJ@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 St. Louis, Missouri United States. 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 sa.nm.com and has social profiles on LinkedIn.

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 March 2026, Socium Advisors has approximately 56 employees across 1 continents, including North America. Key team members include Chief Marketing Officer: J. M.Chief Financial Officer: J. S.Chief Wealth Officer And Partner: A. G.. 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 St. Louis, Missouri United States
Website
sa.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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