Cyndeo Wealth Partners
Cyndeo Wealth Partners
Cyndeo Wealth Partners

Independent registered investment advisor (RIA) focused on wealth management.

About
Cyndeo Wealth Partners is an independent registered investment advisor (RIA) based in Florida. The company specializes in wealth management services. In a strategic minority recapitalization, Cyndeo secured a minority equity investment from Rise Growth Partners.

Tags

Performance

Company Timeline

No timeline data for this period

Score Breakdown
42
Traction
39
Team
0
Visibility
5
Profile
35
Community
15
Discussion (0)

Join the discussion

No comments yet. Be the first to share your thoughts!

Frequently Asked Questions
What does Cyndeo Wealth Partners do?
Cyndeo Wealth Partners is an independent registered investment advisor (RIA) based in Florida. The company specializes in wealth management services. In a strategic minority recapitalization, Cyndeo secured a minority equity investment from Rise Growth Partners.
How much funding has Cyndeo Wealth Partners raised?
Cyndeo Wealth Partners has raised a total of $63M in funding. The most recent round on record is Strategic.
Where is Cyndeo Wealth Partners headquartered?
Cyndeo Wealth Partners is headquartered in St. Petersburg, Florida, USA.
What industry does Cyndeo Wealth Partners operate in?
Cyndeo Wealth Partners operates in Financial Services, Wealth Management, Investment Banking, WealthTech.
Contact Info
Location

St. Petersburg, Florida, USA

Similar Startups