Fintech company BridgePort and Segal Marco Advisors have entered into a strategic collaboration to unite Segal Marco’s institutional thought leadership and advisory expertise with BridgePort’s all-digital, best-practice-based technology platform. The partnership aims to deliver a fully integrated diligence and advisory solution that provides wealth advisors with greater scale, standardization, and transparency as they expand allocations to private investments. 

New York–based Segal Marco Advisors—an investment consulting and advisory firm with more than $500 billion in combined advisory assets—brings deep expertise in manager research, governance, and OCIO-level portfolio guidance. BridgePort contributes a digital infrastructure designed to streamline complex workflows and deliver actionable insights through an intuitive, white-labeled interface. 

The new platform enables advisors to build curated, customized private-investment platforms and access vehicles, supported by institutional-grade manager diligence, governance frameworks, and seamless technology integration. The result is a scalable system that enhances advisor efficiency while improving client understanding of private-market opportunities and risks. 

“Private markets are playing a significantly larger role in wealth-channel portfolios, increasing the need for expanded innovation, diligence, governance, and liquidity awareness to help investors make more informed decisions,” said Susan Crotty, President and Chief Investment Officer of Segal Marco Advisors. 

“We are excited to collaborate with Segal Marco Advisors, given their deep institutional investment expertise, proprietary research process, fiduciary focus, and personalized approach to consulting,” added Christopher Nero, founder and CEO of BridgePort.