Insights

Niche Market Focus Synergy Investment Group operates within the investment management industry with a specialized approach possibly catering to high-net-worth individuals or institutional clients, suggesting opportunities for premium financial technology solutions or tailored investment tools.

Moderate Team Size With an employee count of 11 to 50, the company is likely agile and open to scalable software solutions and support services that enhance efficiency and client management capabilities.

Digital Presence The company’s use of multiple digital tools and modern web technologies indicates an openness to digital transformation initiatives, offering potential for advanced analytics, cybersecurity, or cloud-based service enhancements.

Financial Stability Indicators Although specific funding data is not available, the company's longstanding history since 1998 and recent ownership changes suggest stability, presenting opportunities for financial software, compliance tools, or investment analytics solutions to support growth.

Competitive Landscape Positioned among small to mid-sized competitors with modest revenue figures, Synergy Investment Group may benefit from competitive pricing and customized solutions that help differentiate their service offerings in a crowded market.

Similar companies to Synergy Investment Group

Synergy Investment Group Tech Stack

Synergy Investment Group uses 8 technology products and services including Cloudflare CDN, Font Awesome, Modernizr, and more. Explore Synergy Investment Group's tech stack below.

Cloudflare CDN
Content Delivery Network
Font Awesome
Font Scripts
Modernizr
Javascript Libraries
jQuery
Javascript Libraries
Awesomplete
Javascript Libraries
Google Tag Manager
Tag Management
Google Analytics
Web Analytics
AddThis
Widgets

Media & News

Synergy Investment Group's Email Address Formats

Synergy Investment Group uses at least 1 format(s):

Synergy Investment Group Email Formats	Example	Percentage
FLast@synergyinvestments.com	JDoe@synergyinvestments.com	47%
Last@synergyinvestments.com	Doe@synergyinvestments.com	3%
FLast@synergyinvestments.com	JDoe@synergyinvestments.com	47%
Last@synergyinvestments.com	Doe@synergyinvestments.com	3%

Frequently Asked Questions

Where is Synergy Investment Group's headquarters located?

Synergy Investment Group's main headquarters is located at US. The company has employees across 3 continents, including North AmericaAfricaAsia.

What is Synergy Investment Group's phone number?

You can contact Synergy Investment Group's main corporate office by phone at

+1-888-333-****

. 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 Synergy Investment Group's official website and social media links?

Synergy Investment Group's official website is synergyinvestments.com and has social profiles on LinkedIn.

What is Synergy Investment Group's SIC code NAICS code?

Synergy Investment Group's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Synergy Investment Group have currently?

As of July 2025, Synergy Investment Group has approximately 37 employees across 3 continents, including North AmericaAfricaAsia. Key team members include Chief Compliance Officer: B. M.President: N. L.Owner: A. H.. Explore Synergy Investment Group's employee directory with LeadIQ.

What industry does Synergy Investment Group belong to?

Synergy Investment Group operates in the Investment Management industry.

What technology does Synergy Investment Group use?

Synergy Investment Group's tech stack includes Cloudflare CDNFont AwesomeModernizrjQueryAwesompleteGoogle Tag ManagerGoogle AnalyticsAddThis.

What is Synergy Investment Group's email format?

Synergy Investment Group's email format typically follows the pattern of . Find more Synergy Investment Group email formats with LeadIQ.

When was Synergy Investment Group founded?

Synergy Investment Group was founded in 1998.

Synergy Investment Group

Investment ManagementUnited States11-50 Employees

formerly independent broker/dealer founded in 1998, sold to Sterne Agee in 2012. The rest of this description is all filler because LinkedIn requires 250 characters, minimum to publish the description, and any changes to the company page cannot be published without a description. So now we're at 3338 characters. Thanks for your patience.