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Synergy Capital Solutions Employee Directory

Financial ServicesMichigan, United States11-50 Employees

Synergy Capital Solutions operates in the financial services sector as a wealth management practice serving affluent individuals across the United States. The firm emphasizes building trusted relationships to help clients grow, protect, enjoy, and donate their wealth while navigating life’s complexities. Its approach centers on delivering clarity amid market noise through personalized financial planning that aligns investments with clients' goals and experiences.

Headquartered in Bloomfield Hills, Michigan, Synergy Capital Solutions positions itself as a solutions-oriented wealth manager serving affluent clients nationwide. By focusing on tailored financial planning that reduces investment noise, the firm helps clients align their finances with personal priorities and life experiences.

Find Synergy Capital Solutions employees' phone numbers or email addresses

Synergy Capital Solutions Global Highlights

Location
Employees

North America
22

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  • United States Of America
    22

Europe
1

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  • Germany
    1

Oceania
1

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  • Australia
    1

Synergy Capital Solutions's Leadership

  • Co-Founder at Synergy Capital Solutions
    D. B.
    Co-Founder
  • Vice President, Client Solutions at Synergy Capital Solutions
    D. F.
    Vice President, Client Solutions
  • Managing Director at Synergy Capital Solutions
    R. R.
    Managing Director
  • Business Development Director at Synergy Capital Solutions
    E. S.
    Business Development Director
  • Advisor at Synergy Capital Solutions
    B. I.
    Advisor

Synergy Capital Solutions Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Business
  • Finance
  • Accounting
  • Other

Contact profiles from Synergy Capital Solutions

Name
Title
Contact
Location
Last Update
  • Co-Founder at Synergy Capital Solutions
    D. B.
    Co-Founder
    Germany, Berlin
    Jun 27, 2026
  • Vice President, Client Solutions at Synergy Capital Solutions
    D. F.
    Vice President, Client Solutions
    Jul 08, 2026
  • Managing Director at Synergy Capital Solutions
    R. R.
    Managing Director
    Australia
    Jun 24, 2026
  • Business Development Director at Synergy Capital Solutions
    E. S.
    Business Development Director
    Oct 21, 2024
  • Advisor at Synergy Capital Solutions
    B. I.
    Advisor
    Jun 25, 2026

Frequently Asked Questions

What is Synergy Capital Solutions known for?

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Synergy Capital Solutions was founded in 2017 and operates in the Financial Services industry. Explore Synergy Capital Solutions's company overview page for more information.

What is Synergy Capital Solutions's most common email format?

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Synergy Capital Solutions employees' email format typically follows the pattern of First@synergycapitalsolutions.com. Trying to find reliable and up-to-date employee contact data? Find more Synergy Capital Solutions email formats with LeadIQ.

How many employees does Synergy Capital Solutions have currently?

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Synergy Capital Solutions has approximately 20 employees as of August 2026. These team members are located across 3 continents, including North America, Europe and Oceania.

Who are Synergy Capital Solutions's key employees and leadership?

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As of August 2026, Synergy Capital Solutions's key employees include:

  • Co-Founder: D. B.
  • Vice President, Client Solutions: D. F.
  • Managing Director: R. R.
  • Business Development Director: E. S.
  • Advisor: B. I.

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