Insights

Client-Centric Approach Socium Advisors emphasizes building genuine partnerships with clients through outcome-based planning, risk protection, and long-term goal funding, presenting opportunities to offer tailored financial solutions that align with their commitment to long-term prosperity.

Technology Utilization With a diverse tech stack including SiteCatalyst, Adobe ColdFusion, and others, Socium demonstrates a focus on leveraging digital tools for efficient service delivery, indicating potential for upselling innovative financial technology integrations or consulting.

Market Recognition Socium's association with top-tier firms and recognition in the industry aligns it with high-quality service standards, making it a prime prospect for premium financial products or strategic partnerships with similar high-caliber organizations.

Growth and Expansion The recent expansion activities of comparable firms like Northwestern Mutual suggest a stable and growing market environment, offering opportunities to introduce new financial planning services or explore M&A alliances.

Financial Scope With annual revenues between $50 million and $100 million and a specialized client focus, Socium presents a promising target for premium financial services, estate planning solutions, and investment products tailored for mid-sized firms or high-net-worth individuals.

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
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 St. Louis, Missouri 63141 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 June 2026, Socium Advisors has approximately 69 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 63141 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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