Synergy Capital Solutions - About the company
Synergy Capital Solutions is a funded company based in Bloomfield Hills (United States), founded in 1984. It operates as a Provider of wealth management services. The company has 3012 active competitors, including 55 funded and 344 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.
Company Details
- Website
- synergycapitalsolutions.com
- Social
- Phone Number
- +1 **********
Key Metrics
Founded Year
1984
Location
Bloomfield Hills, United States
Stage
Funding Raised
Ranked
1497th among 3012 active competitors
Employee Count
20 as on Apr 30, 2026
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Synergy Capital Solutions's funding and investors
Synergy Capital Solutions is a funded company. Synergy Capital Solutions has 1 institutional investor.
View details of Synergy Capital Solutions's funding rounds and investors
Synergy Capital Solutions' founders and board of directors
Founder? Claim ProfileSynergy Capital Solutions' employee count trend
Synergy Capital Solutions has 20 employees as of Apr 26. Here is Synergy Capital Solutions's employee count trend over the years:
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Synergy Capital Solutions's Competitors and alternates
Top competitors of Synergy Capital Solutions include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Synergy Capital Solutions, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st |  Alera Group 1995, Deerfield (United States), Acquired | Provider of HR, life & health insurance, general liability, and other services | $250M | 72/100 | |
2nd | Focus Financial Partners 2004, New York City (United States), Acquired | Provider of business consulting services to banks and lending institutions | $333M | 71/100 | |
3rd | Raymond James 1962, St. Petersburg (United States), Public | M&A, capital advisory, and wealth management firm | - | - | 68/100 |
4th | Wintrust 1991, Rosemont (United States), Public | Bank offering diversified financial services | - | 66/100 | |
5th |  Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired | Provider of multi-family office services | $116M | 65/100 | |
6th | Zions Bank 1873, Salt Lake City (United States), Unfunded | Private banking firm offering wealth management services | - | - | 63/100 |
7th |  Berkadia 2009, New York City (United States), Series D | Provider of wealth management services | $1B | 62/100 | |
8th | High Tower 2008, Chicago (United States), Series E | Provider of wealth management services | $129M | 62/100 | |
9th | Creative Planning 1983, Overland Park (United States), Late Stage | Provider of wealth management services | $15.7M | 61/100 | |
10th | First Western Trust 2004, Denver (United States), Public | Wealth management firm | $51.4M | 61/100 | |
1497th |  Synergy Capital Solutions 1984, Bloomfield Hills (United States), Funding Raised | Provider of wealth management services | - | 19/100 |
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Synergy Capital Solutions's Investments and acquisitions
Synergy Capital Solutions has made no investments or acquisitions yet.
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