Insights

Strong Market Position With a revenue range of 100 to 250 million dollars, Synergy Investment Group demonstrates substantial market presence in the investment management sector, indicating ample opportunity for premium financial services and technological enhancements.

Growth Potential Operating with a lean team of 11 to 50 employees and a history of acquisitions and restructuring, the company may benefit from scalable solutions in client management, compliance, and analytics to support expanding operational needs.

Digital Engagement Utilizing a sophisticated tech stack with tools like Google Analytics and Google Tag Manager signals a focus on digital marketing and online client engagement strategies, presenting prospects for marketing automation and growth analytics solutions.

Industry Focus Being part of the investment management industry, Synergy Investment Group likely seeks innovative investment technology, data security solutions, and regulatory compliance tools to stay competitive and compliant in a dynamic market environment.

Competitive Landscape Shared revenue positioning with similar firms such as Conifer Research and SABEResPODER suggests opportunities for partnership or tailored service bundles that can enhance their client offerings and operational efficiency.

Similar companies to Synergy Investment Group

Synergy Investment Group Tech Stack

Synergy Investment Group uses 8 technology products and services including Cloudflare CDN, Font Awesome, Awesomplete, and more. Explore Synergy Investment Group's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • Font Awesome
    Font Scripts
  • Awesomplete
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics
  • AddThis
    Widgets

Media & News

Synergy Investment Group's Email Address Formats

Synergy Investment Group uses at least 1 format(s):
Synergy Investment Group Email FormatsExamplePercentage
FLast@synergyinvestments.comJDoe@synergyinvestments.com
47%
Last@synergyinvestments.comDoe@synergyinvestments.com
3%
FLast@synergyinvestments.comJDoe@synergyinvestments.com
47%
Last@synergyinvestments.comDoe@synergyinvestments.com
3%

Frequently Asked Questions

Where is Synergy Investment Group's headquarters located?

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Synergy Investment Group's main headquarters is located at US. The company has employees across 3 continents, including North AmericaAfricaAsia.

What is Synergy Investment Group's phone number?

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You can contact Synergy Investment Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Synergy Investment Group's official website and social media links?

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Synergy Investment Group's official website is synergyinvestments.com and has social profiles on LinkedIn.

What is Synergy Investment Group's SIC code NAICS code?

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Synergy Investment Group's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Synergy Investment Group have currently?

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As of July 2025, Synergy Investment Group has approximately 37 employees across 3 continents, including North AmericaAfricaAsia. Key team members include Chief Compliance Officer: B. M.President: N. L.President: D. L.. Explore Synergy Investment Group's employee directory with LeadIQ.

What industry does Synergy Investment Group belong to?

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Synergy Investment Group operates in the Investment Management industry.

What technology does Synergy Investment Group use?

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Synergy Investment Group's tech stack includes Cloudflare CDNFont AwesomeAwesompleteModernizrjQueryGoogle Tag ManagerGoogle AnalyticsAddThis.

What is Synergy Investment Group's email format?

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Synergy Investment Group's email format typically follows the pattern of FLast@synergyinvestments.com. Find more Synergy Investment Group email formats with LeadIQ.

When was Synergy Investment Group founded?

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Synergy Investment Group was founded in 1998.

Synergy Investment Group

Investment ManagementUnited States11-50 Employees

formerly independent broker/dealer founded in 1998, sold to Sterne Agee in 2012. The rest of this description is all filler because LinkedIn requires 250 characters, minimum to publish the description, and any changes to the company page cannot be published without a description. So now we're at 3338 characters. Thanks for your patience.

Section iconCompany Overview

Headquarters
US
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Founded
1998
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $100M$250M

    Synergy Investment Group's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Synergy Investment Group's revenue is estimated to be in the range of $100M$250M

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