Insights

RJ Synergy Financo operates as a consumer-focused boutique now backed by Raymond James, creating cross-sell opportunities for M&A advisory and capital raises to Financo’s client base via RJ’s wider capital markets and wealth platforms.

Consumer Leadership Leverage Financo’s deep consumer sector expertise and execution track record to win mid-market mandates from high-growth brands, retailers, and sponsor-backed companies seeking specialized advisory.

Growth Financing Enhance capital-raising services by combining Financo’s advisory with Raymond James’ capital markets capabilities to support growth-stage consumer companies with equity and debt financing.

Strategic Network Tap into an extensive network of senior executives and boards in retail and consumer sectors to source ongoing advisory engagements and strategic partnerships with financial sponsors.

Global Reach Global coverage coupled with RJ backing enables cross-border consumer M&A and international fundraising, appealing to multinational brands and cross-border private equity deals.

Similar companies to Financo

Financo Tech Stack

Financo uses 8 technology products and services including WordPress, Google Fonts API, yepnope.js, and more. Explore Financo's tech stack below.

  • WordPress
    Content Management System
  • Google Fonts API
    Font Scripts
  • yepnope.js
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Ruby
    Programming Languages
  • reCAPTCHA
    Security
  • Ruby on Rails
    Web Frameworks
  • prettyPhoto
    Web Tools And Plugins

Financo's Email Address Formats

Financo uses at least 1 format(s):
Financo Email FormatsExamplePercentage
FLast@financo.comJDoe@financo.com
92%
Last@financo.comDoe@financo.com
4%
FirstLast@financo.comJohnDoe@financo.com
2%
First@financo.comJohn@financo.com
2%

Frequently Asked Questions

Where is Financo's headquarters located?

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Financo's main headquarters is located at 540 Madison Avenue 3rd Flr. New York, New York 10022 United States. The company has employees across 3 continents, including North AmericaEuropeSouth America.

What is Financo's phone number?

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You can contact Financo'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 Financo's official website and social media links?

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Financo's official website is financo.com and has social profiles on LinkedIn.

What is Financo's NAICS code?

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Financo's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Financo have currently?

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As of May 2026, Financo has approximately 25 employees across 3 continents, including North AmericaEuropeSouth America. Key team members include President And Chief Operating Officer, Ceo Financo Europe: C. S. W.Director, Investment Banking: M. L.Administrative Director: V. H.. Explore Financo's employee directory with LeadIQ.

What industry does Financo belong to?

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Financo operates in the Investment Banking industry.

What technology does Financo use?

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Financo's tech stack includes WordPressGoogle Fonts APIyepnope.jsjQueryRubyreCAPTCHARuby on RailsprettyPhoto.

What is Financo's email format?

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Financo's email format typically follows the pattern of FLast@financo.com. Find more Financo email formats with LeadIQ.

Financo

Investment BankingNew York, United States11-50 Employees

Financo is a boutique investment bank dedicated to the consumer and retail sector, providing M&A and capital-raise advisory to emerging brands, established companies, boards, and financial sponsors. Founded in 1971, the firm maintains an international footprint and relies on a network of senior executives in retail and consumer companies to glean sector-specific insights. Financo was acquired by Raymond James, with the deal disclosed in late 2020 and completed in 2021, bringing the firm under a broader financial services platform.

Headquartered in New York City, Financo operates with a small to mid-sized team and emphasizes tailored, execution-focused support for complex transactions. It has completed more consumer-focused transactions than any other boutique advisory firm, reflecting deep expertise across brands, products, real estate, and management.

Section iconCompany Overview

Headquarters
540 Madison Avenue 3rd Flr. New York, New York 10022 United States
Phone number
NAICS Code
52311 - Investment Banking and Securities Dealing
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Financo's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Financo's revenue is estimated to be in the range of $1M$10M

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