Cyndeo Wealth Partners
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
200 Central Ave Fl 23, Saint Petersburg,...Phone Number
(727) 472-3700Website
www.cyndeowp.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
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About Cyndeo Wealth Partners
Cyndeo Wealth Partners specializes in simplifying wealth-related decision-making for clients, particularly in the sports and entertainment sectors. They offer family office-level client service through a team of experienced wealth professionals, emphasizing a culture focused on family values. Their services aim to empower clients with confidence and provide peace of mind by acting as trusted advocates in managing financial decisions. With a commitment to integrity and a strong work ethic, Cyndeo Wealth Partners is dedicated to making a positive impact on their clients' lives and careers.Explore more
Cyndeo Wealth Partners Org Chart
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Cyndeo Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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Cyndeo Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cyndeo Wealth Partners.
Cyndeo Wealth Partners Tech Stack
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Most Recent Scoops
Facilities Relocation / Expansion
Cyndeo Wealth Partners is planning to move offices in July 2026. The move will impact approximately 26 employees at the existing office located at 200 Central Ave 23Rd Floor, St. Petersburg, FL.
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Cyndeo Wealth Partners News & Media
Florida’s Cyndeo Wealth Partners Adds Seasoned Financial Advisor to Entrepreneurs and Top Executives
ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Cyndeo Wealth Partners announced today that Shawn Jiles, CPFA™, C(k)P®, CRPS®, CRPC® has joined the firm as a Central Florida-based advisor managing roughly $200 million in assets. Prior to joining Cyndeo, Mr. Jiles was a Private Wealth Advisor and Partner at Bison Wealth, a wealth advisory firm based in Orlando, Fla. As a veteran Advisor, Mr. Jiles is especially skilled at achieving balance-sheet efficiencies for ultra-high-net-worth individuals and familFlorida-Based RIA – Cyndeo Wealth Partners – Adds Veteran Advisors Thomas Havard and Michael Scott Crouch to Firm
ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Florida-Based RIA – Cyndeo Wealth Partners – Adds Veteran Advisors Thomas Havard and Michael Scott Crouch to Firm
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Frequently Asked Questions Regarding Cyndeo Wealth Partners
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Cyndeo Wealth Partners specializes in simplifying wealth-related decision-making for clients, particularly in the sports and entertainment sectors. They offer family office-level client service through a team of experienced wealth professionals, emphasizing a culture focused on family values. Their services aim to empower clients with confidence an... Read More
