Synergy Wealth Solutions Revenue and Competitors

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Total Funding



Estimated Revenue & Valuation

  • Synergy Wealth Solutions's estimated annual revenue is currently $42.5M per year.(i)
  • Synergy Wealth Solutions's estimated revenue per employee is $231,000

Employee Data

  • Synergy Wealth Solutions has 184 Employees.(i)
  • Synergy Wealth Solutions grew their employee count by -2% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
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At Synergy Wealth Solutions, a MassMutual Agency, we walk you through a detailed analysis of your financial situation to help you determine personal and business goals. We work closely with you to gain an understanding of what you consider to be most important. Only then do we recommend financial solutions to help you meet those goals. We also help you implement strategies, and over time, periodically review your decisions to make sure they keep pace with life's changes. Based in Chesterfield, MO, our network of financial professionals helps thousands of clients in Missouri and Illinois create wealth, generate income, protect their assets, manage risk and provide benefits for employees. ------ Local agencies are not subsidiaries of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 16150 Main Circle Drive, Suite 400, Chesterfield, MO, 63017. 636-728-2400. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.



Total Funding


Number of Employees


Revenue (est)


Employee Growth %





Synergy Wealth Solutions News

2022-04-20 - Evli Plc and EAB Group Plc consider combination

More detailed information on the combined financial figures is presented in ... permanent annual synergy effects of around EUR 8 million,...

2022-02-22 - Advisors Guy Blakey, Karl Willard Join LPL, Synergy Wealth

Within about a year, the pair – equally passionate about their work – left to found First Financial Counselors, where they spent years advising...

2022-02-22 - LPL Financial, Synergy Wealth Alliance Welcome Two New ...

15, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisors Guy Blakey, CFP® and Karl Willard,...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding