Synergy Asset Management
Financial Services • 
Bellevue, Washington, United States • 11-20 Employees
Company overview
| Headquarters | Bellevue, Washington, United States |
| Phone number | +12063865455 |
| Website | |
| NAICS | 52 |
| Employees | 11-20 |
| Socials |
Key Contact at Synergy Asset Management
Frank Roman
Chief Technology Officer
Synergy Asset Management Email Formats
Synergy Asset Management uses 2 email formats. The most common is {2char} (e.g., {2char}@advisorempowerment.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{2char} | {2char}@advisorempowerment.com | 50% |
{first name} | john@advisorempowerment.com | 50% |
About Synergy Asset Management
In today’s world of investing, risk characteristics and market forces are changing faster than ever before. What’s the solution? Synergy took this problem and started to unfold what was truly needed: We need a new framework to evaluate all the critical facts. We need an institutional and independent fiduciary process to integrate financial planning with investment management. From there, we built and refined a new process that delivers a better investment experience and solves today’s investing problems. WE CALL IT SAAM™.
Synergy Asset Management revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Synergy Asset Management has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Synergy Asset Management has never raised funding before.
Synergy Asset Management Tech Stack
Discover the technologies and tools that power Synergy Asset Management's digital infrastructure, from frameworks to analytics platforms.
Security
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Analytics
JavaScript libraries
JavaScript libraries
Page builders
JavaScript libraries
Font scripts
JavaScript libraries
Programming languages
Blogs
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