Name

Marcum Technology

Legal name

CBIZ, Inc.

Website

https://marcumtechnology.com

Company type

Public

Founded year

2001

Operating status

Operating

Headcount range

1,001–5,000 employees

Ownership category

akta.pro rank

Product category

IT Consulting and Managed Services

NAICS

Management Consulting Services (54161), Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511)

SIC

Services-Management Consulting Services (8742), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

ERP, CRM & Enterprise Applications Consulting (BPAHAEAI)

Keywords

• Technology consulting services
• Managed IT services
• Cybersecurity services
• Cloud infrastructure services
• AI advisory services

Headquarters

HQ city

Melville

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Services: Technology consulting services including assessments, strategy, implementation, and advisory services for AI, cloud, cybersecurity, and enterprise systems
2. Managed Services: Ongoing technology support and managed IT services with continuous monitoring and maintenance
3. Strategic Technology Alliances: Value-added reseller (VAR) relationships and technology partnerships providing additional revenue streams through technology resale and integration

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Marcum Technology provides a full spectrum of technology consulting and managed services across seven core practice areas: Artificial Intelligence (including its proprietary Vertical Vector AI™ platform and Agentic AI), Cloud & Infrastructure, Cybersecurity, Emerging Technology (blockchain, data analytics, intelligent automation), Enterprise Performance & Technology (ERP, FP&A, financial systems), Managed Services (managed IT, staff augmentation, help desk), and Payroll & HR Technology. The company delivers professional services (strategy, implementation, advisory) and ongoing managed support to mid-market and enterprise clients across Financial Services, Construction, Government, Professional Services, Consumer & Industrial Products, and Not-for-Profit verticals, supplemented by value-added reseller (VAR) relationships with leading technology providers.

Product overview

Technology services organized as a platform-plus-modules architecture with seven core service areas: Artificial Intelligence (offering AI Strategy, AI Risk & Governance, AI Data Optimization, Vertical Vector AI, Agentic AI, and AI Readiness Assessment), Cloud & Infrastructure (Cloud Services, Cloud Engineering, Infrastructure & Projects, Telecom Optimization), Cybersecurity (GRC, Cyber Risk Management, Cybersecurity Engineering, Digital Forensics/Incident Response, Penetration Testing, Cyber Due Diligence), Emerging Technology (Blockchain & Cryptocurrency, Data Analytics & Visualizations, Intelligent Automation, Sales & Use Tax Automation, Technology Modernization, Technology Transformation), Enterprise Performance & Technology (Financial Systems, ERP Systems, Organization Change Management, Assessment & Roadmapping, Enterprise System Selection, FP&A Solutions), Managed Services (Managed IT Services, IT Staff Augmentation, IT Help Desk Support), and Payroll & HR Technology (Payroll, Time & Attendance, Human Resource Technology).

Differentiator

Problem solved

Functional benefit

Brands

• Vertical Vector AI™: AI platform providing virtually limitless creative potential with security to protect companies.
• Agentic AI

Products and services

• Artificial Intelligence Services AI consulting and implementation services including AI strategy, risk and governance, data optimization, the proprietary Vertical Vector AI™ platform, and Agentic AI capabilities — sold to enterprise clients seeking AI-driven business transformation.
• Cloud and Infrastructure Services Cloud implementation, optimization, engineering, infrastructure, and telecom services for organizations modernizing their IT environment — sold to mid-market and enterprise clients.
• Cybersecurity Services Full-spectrum cybersecurity services including GRC, risk management, engineering, forensics, incident response, and penetration testing — sold to organizations requiring protection against cyber threats and regulatory compliance.
• Emerging Technology Services Solutions delivering a balanced, prudent approach to emerging technologies including blockchain, data analytics, intelligent automation, and sales/use tax automation — sold to enterprises pursuing digital transformation.
• Enterprise Performance and Technology Services Technology transformation services combining market knowledge with business understanding across financial systems, ERP, change management, assessment/roadmapping, enterprise system selection, and FP&A — sold to enterprises optimizing back-office and finance functions.
• Managed Services Ongoing technical support services including managed IT, IT staff augmentation, and help desk support — sold to organizations requiring continuous IT operational support.
• Payroll and HR Technology Solutions HR technology solutions including payroll processing, time and attendance tracking, and human resource management — sold to organizations seeking to optimize workforce operations with automated workflows and real-time data.

Quantifiable outcome

• Case study: Not-for-profit automated claims processing and financial allocations in Sage Intacct, saving 290+ hours and reducing errors

Segments6 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability10 records

Feature6 records

Partnerships

One partnership is on record.

• Strategic Technology ProviderscoreTechnology or IntegrationCBIZ collaborates with leading technology providers through strategic alliances and value-added reseller (VAR) relationships. These partnerships help organizations modernize operations, accelerate digital transformation, and maximize the value of technology investments. The alliances span major technology categories including AI, cloud, cybersecurity, and enterprise systems.

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• IBM Consulting: IBM's consulting business delivers AI, cloud, cybersecurity, and ERP advisory and managed services. Competes with Marcum Technology for hybrid cloud, AI governance, and enterprise transformation engagements, especially where IBM technology platforms are involved.
• Cognizant: IT services firm with strong practices in digital transformation, cloud, AI, and enterprise application services. Comparable to Marcum Technology in offering hybrid consulting + managed services to mid-market and enterprise buyers in verticals like Financial Services.
• Accenture: Global professional services firm with a large Technology and Cloud practice spanning AI, cybersecurity, ERP, and managed services. Comparable because Marcum Technology competes with Accenture for the same enterprise and mid-market consulting engagements across digital transformation, cloud, and AI advisory.
• Capgemini: Global technology services firm with cloud, cybersecurity, AI, and enterprise application practices. Comparable to Marcum Technology across managed services, AI advisory, and ERP/enterprise systems work, particularly in Financial Services and other regulated verticals.
• EY (Ernst & Young) Technology Consulting: Big 4 advisory firm with a technology consulting arm covering AI, cybersecurity, cloud, and ERP. Competes with Marcum Technology for mid-market digital transformation and managed services work, especially where regulatory and risk advisory are bundled in.
• Deloitte Technology Consulting: Deloitte's technology consulting arm covers AI, cloud, cybersecurity, ERP (SAP/Oracle), and managed services for enterprise clients. Directly comparable to Marcum Technology's portfolio of advisory, implementation, and managed offerings across the same functional areas.

Direct peers

• Genpact: Professional services firm combining consulting, digital operations, and managed services with strong AI/data analytics capabilities. Comparable to Marcum Technology in offering managed services alongside technology consulting, with a particularly strong Financial Services vertical overlap.
• West Monroe Partners: Mid-market digital consultancy with deep practices in technology, cybersecurity, data, and industry-specific transformations. Directly comparable to Marcum Technology in its mid-market enterprise target, vertical focus, and blend of advisory with managed services.
• Slalom: Mid-market-focused consulting firm specializing in technology, cloud, data, and AI transformations for enterprise customers. Closely comparable to Marcum Technology in its mid-market focus, technology-led consulting model, and industry-vertical go-to-market approach.
• Thoughtworks: Technology consultancy focused on digital transformation, cloud, data, and AI engineering for enterprise clients. Comparable to Marcum Technology in its technology-led consulting model and AI/data engineering capabilities, though typically serving larger enterprise accounts.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/marcumtechllc
• Facebookfacebook.com/MarcumTechnology
• LinkedInlinkedin.com/company/marcumtechnology

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Marcum Technology