Insights

Niche Market Position Syverson Strege operates as a fee-only financial planning and investment management firm catering to clients seeking personalized financial solutions, presenting an opportunity to target high-net-worth individuals and families looking for tailored advisory services.

Recent Strategic Partnership The recent collaboration with SEI indicates a focus on enhancing technological capabilities and product offerings, suggesting an openness to adopting innovative solutions which could be appealing to technology-driven financial service providers.

Moderate Revenue Scale With revenues ranging from 10 million to 25 million dollars, Syverson Strege is positioned as a smaller, agile firm that might be receptive to scalable financial technology and operational solutions tailored for mid-sized financial advisory firms.

Growth and Expansion Potential Although currently small, the company's strategic alliances and targeted service approach suggest potential for expansion into broader markets, presenting opportunities for sales of marketing or client acquisition tools.

Technology Adoption Focus Utilizing platforms like HubSpot, Cloudflare, and social media channels indicates an emphasis on digital engagement and marketing; there is a potential for offering advanced analytics, CRM solutions, or cybersecurity services to further boost their online presence.

Syverson Strege Tech Stack

Syverson Strege uses 8 technology products and services including HubSpot Analytics, cdnjs, Cloudflare, and more. Explore Syverson Strege's tech stack below.

  • HubSpot Analytics
    Analytics
  • cdnjs
    Content Delivery Network
  • Cloudflare
    Content Management System
  • LinkedIn
    Online Community Software
  • Windows Server
    Operating Systems
  • YouTube
    Video Players
  • Facebook
    Widgets
  • AddThis
    Widgets

Syverson Strege's Email Address Formats

Syverson Strege uses at least 2 format(s):
Syverson Strege Email FormatsExamplePercentage
FLast@syversonstrege.comJDoe@syversonstrege.com
50%
FLast@syversonstrege.comJDoe@syversonstrege.com
50%
FLast@onlyworkforyou.comJDoe@onlyworkforyou.com
95%
LFirst@onlyworkforyou.comDJohn@onlyworkforyou.com
5%

Frequently Asked Questions

Where is Syverson Strege's headquarters located?

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Syverson Strege's main headquarters is located at 4125 Westown Parkway Suite 104 West Des Moines, Iowa 50266 United States. The company has employees across 1 continents, including North America.

What is Syverson Strege's phone number?

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You can contact Syverson Strege's main corporate office by phone at . 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 Syverson Strege's official website and social media links?

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Syverson Strege's official website is syversonstrege.com and has social profiles on LinkedIn.

What is Syverson Strege's SIC code NAICS code?

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Syverson Strege's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Syverson Strege have currently?

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As of April 2026, Syverson Strege has approximately 19 employees across 1 continents, including North America. Key team members include Chief Investment Officer: G. L.Financial Planner | Chief Investment Officer: J. G.Vice President: C. S.. Explore Syverson Strege's employee directory with LeadIQ.

What industry does Syverson Strege belong to?

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Syverson Strege operates in the Financial Services industry.

What technology does Syverson Strege use?

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Syverson Strege's tech stack includes HubSpot AnalyticscdnjsCloudflareLinkedInWindows ServerYouTubeFacebookAddThis.

What is Syverson Strege's email format?

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Syverson Strege's email format typically follows the pattern of FLast@syversonstrege.com. Find more Syverson Strege email formats with LeadIQ.

When was Syverson Strege founded?

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Syverson Strege was founded in 1997.

Syverson Strege

Financial ServicesIowa, United States11-50 Employees

Throughout life you encounter tremendous financial choices, and making decisions can be intimidating. When you reach these crossroads, you don't have to go it alone.
 
We are a fee-only, financial planning and investment management firm committed to unlocking your financial possibilities and enriching your future. Discover our commitment to your goals as we provide clarity amongst the endless options and help you find the financial answers you seek.

Section iconCompany Overview

Headquarters
4125 Westown Parkway Suite 104 West Des Moines, Iowa 50266 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1997
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Syverson Strege's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Syverson Strege's revenue is estimated to be in the range of $10M$25M

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