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. Teams look it up for Financial Services, Wealth Management, Investment Banking.
Frequently asked
What does Cyndeo Wealth Partners do?
Cyndeo Wealth Partners is a Financial Services company that offers Services. Teams look it up for Wealth Management, Investment Banking, WealthTech. It is based in St. Petersburg, Florida, USA. Public records show $63M in total funding. Compare it on funding, headcount, reviews and nearby alternatives rather than the marketing line alone.
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.
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