Niche Focus Synergy Advisors specializes in healthcare and regional middle-market companies, indicating potential interest in expanding services or partnerships within healthcare finance and strategic advisory sectors.

Growth Potential With a revenue range of 10 to 25 million dollars and a small team, the firm shows signs of growth and may be seeking scalable financial solutions or new technology platforms to support expansion.

Digital Presence Their use of various online technologies and APIs suggests an openness to digital solutions and innovative tools, presenting opportunities for tech vendors and SaaS providers tailored to financial advisory firms.

Regional Market Located in Los Angeles with a regional focus, the company could benefit from local networking services, regional market insights, and partnerships aimed at the California healthcare and middle-market sectors.

Competitive Landscape Positioned among firms with similar revenue sizes but fewer employees, Synergy Advisors might be interested in cost-effective solutions for client acquisition, marketing, or operational efficiency improvements.