Synergi Investment is an established provider of independent financial advice to expatriate Clients across the world and has been led by a management team who have been advising private high net worth Clients since 1992. Our clients are located throughout the world and as a consequence Synergi have built a team of internationally based Advisers qualified to provide wholly independent advice to Clients about all aspects of their financial planning needs. As a key member of Global Net, the leading provider of offshore investment solutions in the world today, we have access to considerable research and resources which we use to directly benefit our Clients, particularly by being able to give them access to many unique investment opportunities. This is only possible due to the financial size and industry influence Global Net has with the world's leading investment institutions. Established as the first offshore IFA network in 1996, IA Global Net is recognised as a true market leader, at the forefront of many key developments in the expatriate market, and one of its most prominent and respected brands. It currently advises over 35,000 Clients worldwide with over $3 billion of funds under management. These strong relationships makes Synergi Investment is a leading force in the offshore financial services marketplace and well placed to offer all it's Clients a 'leading edge' service. Synergi's consultants are perfectly placed to help you make and implement the right decisions; together with you and in line with whatever future plans you might have. And, if we bear in mind those situations can and often do rapidly change - even unexpectedly, then we are right there with you. We offer our expert knowledge on local and international tax issues and Synergi is in a position to offer our services in the three main financial areas: Financial Planning Services Portfolio Management Services Specialist Offshore Services Upon a thorough analysis of your current financial status, we provide an objective overview of all the ...
| Website | http://www.synergi-investment.com |
| Revenue | $6 million |
| Employees | 1 (1 on RocketReach) |
| Founded | 2009 |
| Technologies |
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| Industry | Finance General, Finance |
| Competitors | Fidelity Investments, BlackRock, Vanguard, T. Rowe Price, Dimensional Fund Advisors, J.P. Morgan, ステート・ストリート・グローバル・アドバイザーズ(株), Invesco Ltd., BNY Mellon | Eagle Investment Systems, Legg Mason (Acquired by Franklin Templeton) +38 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 621 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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The Synergi Investment annual revenue was $6 million in 2026.
1 people are employed at Synergi Investment.
The NAICS codes for Synergi Investment are [523, 5239, 52].
The SIC codes for Synergi Investment are [62, 621].