GYL Financial Synergies Revenue and Competitors

West Hartford, CT USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • GYL Financial Synergies's estimated annual revenue is currently $18.7M per year.(i)
  • GYL Financial Synergies's estimated revenue per employee is $210,000

Employee Data

  • GYL Financial Synergies has 89 Employees.(i)
  • GYL Financial Synergies grew their employee count by 53% last year.

GYL Financial Synergies's People

NameTitleEmail/Phone
1
Co-FounderReveal Email/Phone
2
SVP/ Executive Director Advisory ServicesReveal Email/Phone
3
Chief Compliance OfficerReveal Email/Phone
4
Chief Compliance Officer & Operations ManagerReveal Email/Phone
5
Managing Director & Senior Wealth AdvisorReveal Email/Phone
6
Director Private Client Services, New YorkReveal Email/Phone
7
Senior Wealth Advisor and Portfolio ManagerReveal Email/Phone
8
Senior Wealth Advisor and Portfolio ManagerReveal Email/Phone
9
Executive Assistant to CEOReveal Email/Phone
10
Investment Research AnalystReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$1.8M14-12%N/AN/A
#2
$8.1M48-2%N/AN/A
#3
$1033.7M35169%N/AN/A
#4
$6.9M4121%N/AN/A
#5
$10M5315%N/AN/A
#6
$10M530%N/AN/A
#7
$53.1M4747%$130.9MN/A
#8
$23.5M1120%N/AN/A
#9
$18.5M88-13%N/AN/A
#10
$0.2M8-33%$1MN/A
Add Company

What Is GYL Financial Synergies?

GYL Financial Synergies is an independent, fiduciary, Registered Investment Advisory firm founded on one guiding principle: our clients’ interests come first. As a team, we spent 18 years custom tailoring solutions for individuals, families and institutions at Wells Fargo Advisors and its predecessors — before launching Goldberg, Yolles & Lepore LLC (now known as GYL Financial Synergies) in 2014. Entrepreneurs at heart, we have continued to evolve by moving to a new, independent structure that enables us to better serve the needs and interests of our clientele by offering them access to a wider universe of investment vehicles, more innovative solutions, more value-added services and more personalized attention in an open and transparent environment. As part of this evolution, we’ve joined the Focus Financial Partners network, a leading partnership of independent, fiduciary wealth management firms. With the backing of Focus, we’ve deepened our bench strength and gained unprecedented access to resources, expertise, research services and technology providers so that we can find and deliver the best solutions for our clients.

keywords:N/A

N/A

Total Funding

89

Number of Employees

$18.7M

Revenue (est)

53%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$22.5M9415%N/A
#2
$3.5M9462%N/A
#3
$25.6M10211%N/A
#4
$18.3M1225%N/A
#5
$21.8M134-5%N/A