Insights

Market Positioning Strategas Securities operates as a specialized macro research and institutional brokerage firm with a global client base, presenting opportunities to offer advanced analytics, research platforms, and institutional trading solutions tailored to high-net-worth and institutional clients.

Agency Independence Since 2018, Strategas has functioned independently as a wholly owned subsidiary of Baird, providing a compelling opportunity to present integrated financial technology solutions that enhance operational efficiency and client service capabilities.

Growth Potential With annual revenues estimated between 50 and 100 million dollars and a relatively small team of up to 200 employees, the company is positioned for targeted growth in macro research and capital markets advisory, allowing for scalable sales approaches.

Technological Ecosystem Strategas utilizes a tech stack including Salesforce Marketing Cloud, Google Analytics, and Microsoft ASP.NET, indicating openness to innovative CRM, analytics, and web development solutions to optimize client engagement and internal processes.

Competitive Edge In a competitive landscape alongside firms like Jefferies and RBC Capital Markets, Strategas’s niche focus on macroeconomic research offers sales opportunities for specialized financial data, research subscriptions, and analysis tools that complement their market strategies.

Strategas Securities Tech Stack

Strategas Securities uses 8 technology products and services including Salesforce Marketing Cloud Account Engagement, Windows Server, On-Site, and more. Explore Strategas Securities's tech stack below.

  • Salesforce Marketing Cloud Account Engagement
    Marketing Automation
  • Windows Server
    Operating Systems
  • On-Site
    Real Estate Property Management
  • Animate.css
    UI Frameworks
  • Kendo UI
    UI Frameworks
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • Microsoft ASP.NET
    Web Frameworks

Strategas Securities's Email Address Formats

Strategas Securities uses at least 1 format(s):
Strategas Securities Email FormatsExamplePercentage
FLast@strategasrp.comJDoe@strategasrp.com
77%
Last@strategasrp.comDoe@strategasrp.com
20%
First.Last@strategasrp.comJohn.Doe@strategasrp.com
2%
FMLast@strategasrp.comJMDoe@strategasrp.com
1%

Frequently Asked Questions

Where is Strategas Securities's headquarters located?

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Strategas Securities's main headquarters is located at 52 Vanderbilt Avenue, 8th Floor. The company has employees across 2 continents, including North AmericaEurope.

What is Strategas Securities's phone number?

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You can contact Strategas Securities's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Strategas Securities's official website and social media links?

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Strategas Securities's official website is strategasrp.com and has social profiles on LinkedIn.

What is Strategas Securities's SIC code NAICS code?

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Strategas Securities's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Strategas Securities have currently?

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As of December 2025, Strategas Securities has approximately 62 employees across 2 continents, including North AmericaEurope. Key team members include Chief Compliance Officer: S. L.Chief Operating Officer: E. G.Vice President Of Operations: C. S.. Explore Strategas Securities's employee directory with LeadIQ.

What industry does Strategas Securities belong to?

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Strategas Securities operates in the Financial Services industry.

What technology does Strategas Securities use?

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Strategas Securities's tech stack includes Salesforce Marketing Cloud Account EngagementWindows ServerOn-SiteAnimate.cssKendo UIBootstrapGoogle AnalyticsMicrosoft ASP.NET.

What is Strategas Securities's email format?

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Strategas Securities's email format typically follows the pattern of FLast@strategasrp.com. Find more Strategas Securities email formats with LeadIQ.

When was Strategas Securities founded?

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Strategas Securities was founded in 2006.

Strategas Securities

Financial ServicesNew York, United States51-200 Employees

Strategas is an institutional brokerage firm. Founded in 2006 by Jason DeSena Trennert, Nicholas Bohnsack, and Don Rissmiller, the firm provides macro research, corporate advisory and capital markets services to institutional managers and corporate executives in more than 20 countries across the globe. Strategas is the market strategy arm of Baird, an employee-owned global financial services firm. Since 2018, we have operated as an independent, wholly owned subsidiary of Baird and remain an independent broker-dealer.
 
Our team of 60 research analysts, institutional salespeople and sales traders, and capital markets professionals works from offices in New York and Washington, D.C. We are fortunate to count some of the world’s premier corporations, institutional investors, financial sponsors and governments among our clients.
 
Through Strategas Asset Management, we manage a suite of macro thematic investment strategies by institutional mandate and for high- and ultra-high-net-worth investors.

Section iconCompany Overview

Headquarters
52 Vanderbilt Avenue, 8th Floor
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Strategas Securities's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Strategas Securities's revenue is estimated to be in the range of $50M$100M

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