Cyndeo Wealth Partners

Cyndeo Wealth PartnersCyndeo Wealth Partners
Cyndeo Wealth Partners

Cyndeo Wealth Partners

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

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DR 67ActiveSt. Petersburg, USA
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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.

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detected 2026-07-04
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Frequently asked

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.

What is Cyndeo Wealth Partners's revenue?

StartupHub estimates Cyndeo Wealth Partners's annual revenue at $21.2M (range $8.4M to $70.6M, 34% confidence), based on comparable companies in the sector.

What is Cyndeo Wealth Partners's valuation?

StartupHub estimates Cyndeo Wealth Partners's effective valuation at $233.1M (range $157.5M to $378.0M, 17% confidence), based on comparable companies in the sector.