Synergy Capital Solutions

Financial Services • Bloomfield Hills, Michigan, United States • 11-20 Employees

Company overview

Headquarters	39533 Woodward Ave, #105, Bloomfield Hills, Michigan 48304, US
Phone number	+18883634546
Website	synergycapitalsolutions.com
NAICS	52
SIC	653
Keywords	Investment Planning, Wealth Management, Asset Management, Portfolio Management, Financial Planning
Founded	2017
Employees	11-20
Socials

Key Contacts at Synergy Capital Solutions

Mark F. Burns

Chief Executive Officer/Chief Investment Officer

Eric Nahat

Advisor & Director Of Investments

Jeff Allen Financial

Client Solutions Advisor, Director Of Planning Solutions

Mark Burns

Chief Executive Officer

Synergy Capital Solutions Email Formats

Synergy Capital Solutions uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@synergycapitalsolutions.com), used 50% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@synergycapitalsolutions.com	50%
{first name}{last name}	johndoe@synergycapitalsolutions.com	50%

About Synergy Capital Solutions

As solutions-based wealth management professionals serving affluent individuals nationwide, our team builds trusted relationships to help our clients build, grow, enjoy and give while navigating life’s complexities. We help reduce the noise in the investment space to offer clarity in the form of a personal financial plan to help our clients focus on their passions and life experiences.

Synergy Capital Solutions revenue & valuation

Annual revenue	$1,711,100
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,500,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Synergy Capital Solutions has 11 employees across 5 departments.

Departments

Number of employees

Funding Data

Synergy Capital Solutions has never raised funding before.

Synergy Capital Solutions Tech Stack

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

jQuery CDN

CDN

reCAPTCHA

Security

Contentful

CMS

PWA

Miscellaneous

Cloudflare

CDN

jQuery

JavaScript libraries

Google Analytics

Analytics

Bootstrap

UI frameworks

styled-components

Development

Amazon S3

CDN

Amazon Web Services

PaaS

Google Tag Manager

Tag managers

Frequently asked questions

Synergy Capital Solutions is located in Bloomfield Hills, Michigan, US.

You can reach Synergy Capital Solutions at +18883634546.

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

Synergy Capital Solutions has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.