Synchronize

Financial Services • Overland Park, Kansas, United States • 21-50 Employees

Company overview

Headquarters	10895 Lowell Avenue, Overland Park, US 66210, US
Phone number	+10795478
Website	mysynchronize.com
NAICS	52
Keywords	Financial Advisors, RIA, Disability Insurance, Operations, Marketing, Life Insurance, Business Development, Cyber Insurance, Fixed Annuities, Long-Term Care Insurance, Broker-Dealers, E/O Insurance
Founded	2017
Employees	21-50
Socials

Key Contacts at Synchronize

Erik Mora

Director- Ria And Business Services

Howie Treff

Annuity Sales Director Synchronize

Irakoze Richard

Founder And Ceo

Synchronize Email Formats

Synchronize uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@locktonaffinity.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@locktonaffinity.com	100%

About Synchronize

Synchronize was formed by Lockton Affinity, an affiliate of Lockton Companies, the world’s largest privately held, independent insurance broker. Synchronize brings together four companies that specialize in the financial advisor industry – Lockton Affinity, SBG, Freedom Partners, and The BluePrint Insurance Services. Synchronize provides unique and comprehensive business solutions for independent financial advisors and firms. By offering a multitude of solutions in one place, Synchronize is designed to be one partner that understands your business and provides comprehensive advice and solutions to help protect, manage, and grow your business. Having expertise and resources,Synchronize helps financial professionals efficiently address their most pressing concerns and goals. Our in-house solutions include: - Strategic Business Planning - Insurance Sync™ - A program to integrate insurance solutions like life insurance, long-term care, and annuities into your client offering. - Business Protection Insurance like E/O and Cyber - RIA ONE™ - A membership program designed specifically for RIA firms. - Back-office support - Transitioning advisor Support - And more! Our process starts with a thoughtful discovery conversation to understand and assess your business needs. To learn more, please visit www.mysynchronize.com. Important Disclosure: Synchronize Insurance Services are administered by Lockton Affinity, LLC d/b/a Lockton Affinity Insurance Brokers LLC in California #0795478. Coverage is subject to actual policy terms and conditions. Policy benefits are the sole responsibility of the issuing insurance company.

Synchronize revenue & valuation

Annual revenue	$1,882,210
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$6,100,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Director

Employees by Department

Synchronize has 16 employees across 6 departments.

Departments

Number of employees

Funding Data

Synchronize has never raised funding before.

Synchronize Tech Stack

Discover the technologies and tools that power Synchronize's digital infrastructure, from frameworks to analytics platforms.

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Bootstrap

UI frameworks

Yoast SEO

SEO

Google Hosted Libraries

CDN

Frequently asked questions

Synchronize is located in Overland Park, Kansas, US.

You can reach Synchronize at +10795478.

Synchronize was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Synchronize has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.