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BridgePort and Segal Marco Advisors: A Strategic Alliance for Private Investment Technologies

In a significant development in the world of financial technology, BridgePort, a leader in bespoke tech solutions for private markets, has joined forces with Segal Marco Advisors, one of the largest investment consulting firms in the U.S. This partnership aims to revolutionize the diligence and advisory landscape for private investments, particularly in the wealth management sector.

The Collaboration

On December 2, 2025, news broke that BridgePort has entered an agreement with Segal Marco Advisors. This collaboration merges Segal Marco's esteemed expertise with BridgePort’s innovative digital capabilities. The goal? To provide a more streamlined advisory platform for financial advisors navigating the complexities of private investments. As the market shifts focus—moving from public equities to private investments—this strategic alliance is positioned to meet the evolving needs of wealth managers and their clients.

With combined advisory assets surpassing $500 billion, Segal Marco Advisors brings years of experience and knowledge to the table. The firm is recognized for delivering insightful advisory services, with a focus on enhancing investors' portfolio performance. By leveraging BridgePort’s cutting-edge technology, Segal Marco is set to improve operational efficiencies and the quality of its advisory services.

Enhancing Private Investment Experiences

Investors are increasingly turning their attention to private market allocations, with trends indicating a substantial growth from today's valuation of $17 trillion to over $32 trillion by 2030. BridgePort’s innovative approach aims to create more transparent, agile, and efficient investor experiences. Their digital platform, designed to be agnostic and versatile, caters to various private market constituents, including Registered Investment Advisors (RIAs), Outsourced Chief Investment Officers (OCIOs), and Fund Managers.

The newly launched product empowers advisors to curate custom private investment platforms, offering access to vehicles and resources previously encumbered by traditional barriers. This includes using institutional-grade manager diligence and cutting-edge technology wrapped in a user-friendly, fully integrated interface.

Susan Crotty, President and Chief Investment Officer at Segal Marco Advisors, highlights the broader role of private markets in wealth channel portfolios. She states, "Private markets are playing a significantly larger role in wealth channel investment portfolios, increasing the need for expanded innovation, diligence, governance, and liquidity awareness.” This significant enhancement in technology and operational processes is essential for providing informed investment decisions within alternative asset classes.

The Big Picture

Christopher Nero, founder and CEO of BridgePort, emphasizes the necessity of combining robust technological infrastructure with expert advisory services. He asserts that as secular and structural changes continue to unfold within private markets, ensuring clients have well-informed access to these investments is crucial. The collaboration with Segal Marco Advisors reflects this vision and fosters a mutual commitment to advancing industry practices.

Within this partnership, investors can expect a unique blend of rigorous analysis, innovative tech solutions, and comprehensive support that transcends conventional investment boundaries. By integrating resources, both firms are committed to driving forward private market investing, ensuring it is more accessible and efficient for financial advisors and their clients.

About BridgePort Financial Technology

BridgePort stands at the forefront of financial technology, offering a fully digitized ecosystem that empowers industry players to elevate their investment products and streamline transactions. With decades of global financial expertise, the company is committed to providing tailored private investment platforms and superior distribution solutions for sophisticated clients.

About Segal Marco Advisors

As a member of the Segal family of companies, Segal Marco Advisors provides innovative and client-focused consulting services to a diverse range of clients, including government entities, non-profits, and educational institutions. Their commitment to improving lives through trusted advice is complemented by an extensive portfolio of services, transforming the investment landscape in meaningful ways.

In conclusion, the partnership between BridgePort and Segal Marco Advisors not only exemplifies the merger of technology and advisory expertise but is also a critical step towards evolving private market investing for the modern era. This collaboration promises to enhance transparency, efficiency, and advisory quality, ultimately benefiting a wide array of investors in an increasingly complex financial environment.