What departments does Synergy Capital Solutions have?

Synergy Capital Solutions has employees across 3 departments including Entrepreneurship, Business Development, Consultant.

What is the largest department at Synergy Capital Solutions?

The largest department at Synergy Capital Solutions is Entrepreneurship with 1 employees.

Where are Synergy Capital Solutions employees located globally?

Synergy Capital Solutions has employees across 3 continents and 3 countries including Germany, United States Of America, Australia.

How has Synergy Capital Solutions's team size changed over time?

Synergy Capital Solutions's team has decreased from approximately 17 to 15 employees based on available data.

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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.

Synergy Capital Solutions Global Highlights

North America
22

United States Of America
22

Europe
1

Germany
1

Oceania
1

Australia
1

Synergy Capital Solutions's Leadership

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

Synergy Capital Solutions Employee Metrics

100%

50%

2026

2025

Banking
Consultant
Business
Finance
Accounting
Other

Contact profiles from Synergy Capital Solutions

Name

Title

Contact

Location

Last Update

D. B.
Co-Founder
Mobile Phone
Email
GermanyBerlin
Jun 27, 2026
D. F.
Vice President, Client Solutions
Mobile Phone
Email
Jul 08, 2026
R. R.
Managing Director
Mobile Phone
Email
Australia
Jun 24, 2026
E. S.
Business Development Director
Mobile Phone
Email
Oct 21, 2024
B. I.
Advisor
Mobile Phone
Email
Jun 25, 2026

Frequently Asked Questions

What is Synergy Capital Solutions known for?

Synergy Capital Solutions was founded in 2017 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?

Synergy Capital Solutions employees' email format typically follows the pattern of . 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?

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

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

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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Synergy Capital Solutions Employee Directory

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