Growth Potential With a revenue range of 100 to 250 million dollars and a relatively small team of 11 to 50 employees, Synergy Investment Group is positioned for significant growth opportunities, especially in expanding their asset management and advisory services.

Market Positioning As a company formerly independent and part of Sterne Agee since 2012, Synergy has established a legacy in the investment management industry, offering a foundation for leveraging brand recognition and expanded client acquisition strategies.

Digital Engagement Utilizing a modern tech stack, including Google Analytics and Google Tag Manager, indicates a strong focus on digital marketing and online client engagement, presenting cross-selling or upselling opportunities through technology-driven services.

Industry Collaboration Being in the investment management sector alongside similar-sized firms like Conifer Research and SABEResPODER suggests potential for collaborative ventures, technology partnerships, or industry networking to enhance market reach.

Customer Focus Their online infrastructure and technology tools suggest a priority on client accessibility and digital communication channels, creating opportunities to introduce innovative financial products or personalized digital advisory services.