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Insights

Strategic Growth Independent fee-only RIA with multi-generational client relationships and a 40+ year track record, indicating suitability for high-trust asset management partnerships and cross-sell of advanced planning services.

AUM & Revenue Revenue range ($25M-$50M) with recent investments in assets suggesting capacity for expanded advisory services, additional investment products, and expanded wealth management offerings to existing clients.

Tech & Data Tech stack includes CRM and marketing automation (Salesforce Marketing Cloud, JetEngine), data tools (MySQL), and SEO/analytics (Yoast), signaling openness to data-driven campaigns, tech-enabled client onboarding, and integrated advisory workflows.

Market Positioning Recognized as a Top RIA Firm and located in Houston with global client base, presenting opportunities to discuss scalable advisory platforms, retirement and legacy planning, and family-office style services for affluent individuals and businesses.

Investment Interest Recent stakes in Norfolk Southern and Schwab U.S. TIPS ETF indicate appetite for diversified exposure; potential to align product discussions around fixed income, infrastructure-linked assets, and transportation/industrial sector strategies.

Financial Synergies Wealth Advisors Tech Stack

Financial Synergies Wealth Advisors uses 8 technology products and services including DoubleClick Floodlight, Open Graph, MySQL, and more. Explore Financial Synergies Wealth Advisors's tech stack below.

  • DoubleClick Floodlight
    Advertising
  • Open Graph
    Content Management System
  • MySQL
    Database
  • Google Maps
    Maps
  • Salesforce Marketing Cloud Account Engagement
    Marketing Automation
  • Yoast SEO Premium
    Search Engines
  • Materialize CSS
    UI Frameworks
  • JetEngine
    Wordpress Plugins

Financial Synergies Wealth Advisors's Email Address Formats

Financial Synergies Wealth Advisors uses at least 1 format(s):
Financial Synergies Wealth Advisors Email FormatsExamplePercentage
First@finsyn.comJohn@finsyn.com
68%
FLast@finsyn.comJDoe@finsyn.com
29%
FirstL@finsyn.comJohnD@finsyn.com
3%

Frequently Asked Questions

What is Financial Synergies Wealth Advisors's phone number?

Minus sign iconPlus sign icon You can contact Financial Synergies Wealth Advisors's main corporate office by phone at
+1-713-623-****
. 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 Financial Synergies Wealth Advisors's official website and social media links?

Minus sign iconPlus sign iconFinancial Synergies Wealth Advisors's official website is finsyn.com and has social profiles on LinkedIn.

How much revenue does Financial Synergies Wealth Advisors generate?

Minus sign iconPlus sign icon As of July 2026, Financial Synergies Wealth Advisors's annual revenue is estimated to be $25M - $50M.

What is Financial Synergies Wealth Advisors's NAICS code?

Minus sign iconPlus sign iconFinancial Synergies Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Financial Synergies Wealth Advisors have currently?

Minus sign iconPlus sign iconAs of July 2026, Financial Synergies Wealth Advisors has approximately 30 employees across 3 continents, including North AmericaAfricaEurope. Key team members include Partner And Financial Advisor At Financial Synergies Wealth Advisors, Inc: I. R.Regional Manager: A. S.Associate Portfolio Manager: T. G.. Explore Financial Synergies Wealth Advisors's employee directory with LeadIQ.

What industry does Financial Synergies Wealth Advisors belong to?

Minus sign iconPlus sign iconFinancial Synergies Wealth Advisors operates in the Financial Services industry.

What technology does Financial Synergies Wealth Advisors use?

Minus sign iconPlus sign iconFinancial Synergies Wealth Advisors's tech stack includes DoubleClick FloodlightOpen GraphMySQLGoogle MapsSalesforce Marketing Cloud Account EngagementYoast SEO PremiumMaterialize CSSJetEngine.

What is Financial Synergies Wealth Advisors's email format?

Minus sign iconPlus sign iconFinancial Synergies Wealth Advisors's email format typically follows the pattern of First@finsyn.com. Find more Financial Synergies Wealth Advisors email formats with LeadIQ.

How much funding has Financial Synergies Wealth Advisors raised to date?

Minus sign iconPlus sign icon As of July 2026, Financial Synergies Wealth Advisors has raised $7M in funding. The last funding round occurred on Mar 04, 2025.

When was Financial Synergies Wealth Advisors founded?

Minus sign iconPlus sign iconFinancial Synergies Wealth Advisors was founded in 1986.
Financial Synergies Wealth Advisors logo

Financial Synergies Wealth Advisors

Financial ServicesTexas, United States11-50 Employees

Financial Synergies Wealth Advisors is a Houston-based financial services firm that provides holistic wealth management for individuals, families, and businesses. Operating as a fee-only advisor and independent registered investment adviser, the firm combines thorough financial planning with investment management to help clients pursue their goals. Its client relationships often span generations, and the firm serves clients from around the world, reflecting a broad geographic reach.

As a fiduciary and fee-only practice, the firm places clients' interests ahead of any product sales and avoids commission-based offerings. It relies on CERTIFIED FINANCIAL PLANNER™ professionals to deliver an integrated approach that combines planning with investment management. Based in Houston, Texas, the firm has operated for more than four decades, establishing a long-standing independent presence in the financial services sector.

Section iconCompany Overview

Phone number
+1-713-623-****
Website
finsyn.com
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $7M

    Financial Synergies Wealth Advisors has raised a total of $7M of funding over 1 rounds. Their latest funding round was raised on Mar 04, 2025as a undisclosed.

  • $25M - $50M

    Financial Synergies Wealth Advisors's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $7M

    Financial Synergies Wealth Advisors has raised a total of $7M of funding over 1 rounds. Their latest funding round was raised on Mar 04, 2025as a undisclosed.

  • $25M - $50M

    Financial Synergies Wealth Advisors's revenue is estimated to be in the range of $25M - $50M

Company Leadership

  • Stylized image of a person
    I. R.
    Partner And Financial Advisor At Financial Synergies Wealth Advisors, Inc
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. S.
    Regional Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. G.
    Associate Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. L.
    Senior Portfolio Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. F.
    Investment Advisor Representative
    Phone icon
    Mobile Phone

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