Sustainability Commitment Syntrinsic focuses on co-creating a sustainable and generative world, emphasizing their dedication to environmental, social, and governance (ESG) principles, which appeals to clients prioritizing responsible investing.

Strategic Acquisition Being acquired by IMA Financial Group in July 2023 signals potential for expanded resources and integrated offerings, opening opportunities to cross-sell complementary financial and insurance services.

Target Client Base Specializing in investment advice for nonprofit organizations positions Syntrinsic as a key partner for philanthropic foundations and NGO clients seeking tailored strategic investment solutions.

Leadership Expertise With a leadership team including a Chief Investment Officer appointed in 2021 and experienced philanthropic directors, there is an opportunity to highlight advanced investment and endowment management services.

Growth & Financial Outlook Revenue between 25 and 50 million USD indicates a mid-sized firm with significant growth potential, making Syntrinsic a promising prospect for expanding market share in the sustainable investment sector.