BridgePort and Segal Marco Advisors Collaborate to Enhance private Investment Advisory Platform
NEW YORK, Dec. 2, 2025 /PRNewswire/ — BridgePort, a financial technology company that provides bespoke technology and infrastructure solutions to refined clients across the private markets value chain, has entered into an agreement with Segal Marco Advisors, one of the largest U.S.-based investment consultancies. The collaboration brings together Segal marco thought leadership content and an all-digital, best practice-based technology service to offer a diligence and advisory platform that provides advisors with more latitude, scale, standardization and openness as they increase allocations to private investments.
Segal Marco, a New York-based autonomous investment consulting and advisory firm with combined advisory assets exceeding $500 billion, offers industry-leading advisory expertise, research and technology support to help investors achieve their investment goals. The relationship highlights Segal MarcoS stellar reputation as an established investment solutions firm providing innovative, client-driven advice and discretionary services, which will be further enhanced by BridgePort’s cutting-edge, private investment technology and infrastructure solutions.
As investors continue to shift allocations from public to private investing, estimated to grow from $17 trillion today, to over $32 trillion by 2030*, BridgePort facilitates investor experiences that are more fluid and clear. The company’s agnostic, digital manifold is underpinned by a team with multiple decades of global financial experience, and powers solutions for a variety of private market constituents – from RIAs, OCIOs and Fund Managers; to ATS platforms, Administrators, Diligence and Liquidity providers.
The new product provides advisors with the ability to create bespoke, curated private investment platforms and access vehicles, leveraging institutional-grade OCIO guidance, manager diligence at scale, and intuitive technology through a branded, all-digital and fully integrated user interface.
Susan Crotty, President and Chief Investment Officer at Segal Marco Advisors, said “private markets are playing a considerably larger role in wealth channel investment portfolios, increasing the need for expanded innovation, diligence, governance, and liquidity awareness to enable option asset class investors to make more informed decisions. Expanding the scale and offering streamlined technology through BridgePort is key in facilitating private investment solutions for the wealth channel, while enhancing financial advisors’ and other financial intermediaries’ experiences.”
Bridgeport and Segal Marco Advisors Enhance Private Investment solutions with Digital Innovation
NEW YORK, NY – December 2, 2023 – Bridgeport and Segal Marco Advisors are collaborating to bring digital innovation to private investment diligence and advisory solutions for the wealth channel, according to a recent press release.
Segal Marco Advisors, a member of the Segal family of companies, provides investment consulting advice, outsourcing solutions, proxy voting, and corporate governance services. Their clients include Taft-Hartley benefit plans, state and local governments, corporations, non-profit organizations, endowments, and foundations. They also work with financial services firms through Rogerscasey, a Division of Segal Advisors, and Canadian clients through Segal Rogerscasey Canada.
This partnership aims to address the growing demand for private market investments, which are projected to reach $23.25 trillion by 2030, according to Preqin’s 2030 Private Markets Report. (Includes private equity, private credit, infrastructure, real estate, hedge funds, and natural resources).
The collaboration leverages Bridgeport’s technology platform to streamline the due diligence process and provide enhanced insights for investors navigating the complexities of the private investment landscape.
Note: The original date provided (2025-12-02) was corrected to the actual release date of December 2, 2023, based on the source material.
Worth a look