Synergy Wealth Solutions Competitors, Revenue and Alternatives

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Overview

Location:
Total Funding:N/A
Industry:Finance
Founded:N/A
Lead Investor(s):N/A
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Estimated Revenue & Financials

  • Synergy Wealth Solutions's estimated annual revenue is currently $35.7M per year.
  • Synergy Wealth Solutions's estimated revenue per employee is $210,000

Employee Data

  • Synergy Wealth Solutions has 170 Employees.
  • Synergy Wealth Solutions grew their employee count by 40% last year.
  • Synergy Wealth Solutions currently has 1 job openings.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
Sonder Payments
$1.5M7N/AN/A
Benjamin F. Edw...
$88.8M4234%N/A
Moneta Group
$78.5M3748%N/A
DST Systems
$216.5M1031N/AN/A
Cass Informatio...
$191.1M910N/AN/A
First Mortgage ...
$16.8M8054%N/A
Jack Henry & As...
$1432.4M6821N/AN/A
Americo Life
$86.1M410N/AN/A
NISA Investment...
$60.5M28813%N/A
Huntleigh Secur...
$14.3M683%N/A
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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.

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170

Number of Employees

$35.7M

Revenue (est)

1

Current Jobs

40%

Employee Growth %

N/A

Total Funding

N/A

Valuation

N/A

Accelerator

N/A

Type

Executive Contacts

NameTitleEmail
Ryan DragoManaging Director
Brian RobertsCeo
Andrew BusbyVice President & Financial Planner at Synergy Wealth Solutions
Kristina HolloranAssistant to the Director of Investments
Tammy McAllisterDirector of Workplace Solutions
Kimberly O'SheaDirector of New Business/ Bookkeeper
Brian Schmuke CLURegistered Principal And Managing Director

Synergy Wealth Solutions News

7-Nov-18 - Coolest office spaces: Financial advisory firm brings Wall Street to Chesterfield office

Executives at financial advisory firm Synergy Wealth Solutions used inspiration from modern offices and technology to design its latest space in ...

12-Sep-19 - Are RIA Firms Growing Too Fast? The Story Behind The Trend

Others, like HighTower and Mariner Wealth Advisors, are growing through acquisition. ... to Mark Tibergien, CEO of Advisor Solutions at BNY Mellon/Pershing, ... you don't have to adapt,' so no synergy occurs,” says Tibergien.

12-Sep-19 - China Unicom Connects the Belt and Road

It boasts a wealth of core communication resources in the Belt and Road regions. ... and services and comprehensive solutions along the Belt and Road tailored ... The company will enrich cloud network synergy products, and ...