Synergy Wealth Alliance
Financial Services • 
Altamonte Springs, Florida, United States • 21-50 Employees
Company overview
| Headquarters | 215 N Westmonte Dr, Altamonte Springs, Florida 32714, US |
| Phone number | +13212034458 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Holistic Financial Planning, Investment Management, Wealth Coaching |
| Founded | 2008 |
| Employees | 21-50 |
| Socials |
Key Contact at Synergy Wealth Alliance
Ryan Smith
Director Of Strategic Planning
Synergy Wealth Alliance Email Formats
Synergy Wealth Alliance uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 45.6% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 22.3% |
{first name}@company.com | john@company.com | 15.1% |
{first name}{last name}@company.com | johndoe@company.com | 9.8% |
{first name}_{last name}@company.com | john_doe@company.com | 7.2% |
About Synergy Wealth Alliance
At Synergy Wealth Alliance, we work with those entering and in retirement, business owners, physicians, high net worth families, professionals and endowments using our comprehensive wealth management process. We know that our client's long-term goals require long-term relationships. We work with every client to truly understand individual goals, risk tolerance, needs and dreams in order to help to pursue financial objectives. Our commitment is to our relationship with you, our client. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Synergy Wealth Alliance may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit: https://www.synergywealthalliance.com/ Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Synergy Wealth Alliance revenue & valuation
| Annual revenue | $3,292,359 |
| Revenue per employee | $95,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $10,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Synergy Wealth Alliance has 21 employees across 5 departments.
Departments
Number of employees
Funding Data
Synergy Wealth Alliance has never raised funding before.
Synergy Wealth Alliance Tech Stack
Discover the technologies and tools that power Synergy Wealth Alliance's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Security
Maps
JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
Analytics
Analytics
UI frameworks
CDN
Portugal
South Africa
Latvia
United Kingdom
CanadaFrequently asked questions
4.8
40,000 users
