Syndicated Capital
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
1299 Ocean Ave Ste 210, Santa Monica, Ca...Phone Number
(310) 751-7098Website
www.syndicatedcapital.comRevenue
$5.4 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Syndicated Capital
Syndicated Capital, Inc. is a FINRA member broker/dealer established in 1991, offering a range of wealth management and corporate finance services. Their clients include individuals and businesses seeking personalized financial planning, investment management, and capital raising solutions. The company prides itself on providing direct, personal assistance without robotic phone menus, ensuring a high level of customer service. With a comprehensive suite of offerings, including asset allocation, retirement planning, and estate planning, Syndicated Capital aims to deliver both the stability of a large firm and the personalized service of a small company.Explore more
Syndicated Capital Org Chart
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Company Profile Activity
Activity Insights
Syndicated Capital is experiencing very low activity levels compared to other companies in the Finance sector.
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Syndicated Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Syndicated Capital.
Syndicated Capital Tech Stack
A closer look at the technologies used by Syndicated Capital
Most Recent Scoops
Project
A front-line source in Financial Planning has indicated that the organization is in the midst of initiatives related to financial processes automation.
Automation, Financial Planning, Financial Systems
Project
A front-line source in Financial Planning has indicated that the organization is in the midst of initiatives related to financial reporting. Syndicated Capital Inc is currently evaluating vendors to support these efforts.
Accounting, Financial Planning, Audit
Project
A front-line source in Financial Planning has indicated that the organization is in the midst of initiatives related to forecasting. Syndicated Capital Inc is currently evaluating vendors to support these efforts.
Financial Planning, Forecasting
Project
A front-line source in Financial Planning has indicated that the organization is planning to release a request for proposal (RFP) for initiatives related to investor relation research within the next six to nine months.
Spending/Investment, Research & Development, Financial Planning, Search
Project
Financial Planning, Employee Relations, Recruitment, Workforce Management
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Frequently Asked Questions Regarding Syndicated Capital
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Syndicated Capital, Inc. is a FINRA member broker/dealer established in 1991, offering a range of wealth management and corporate finance services. Their clients include individuals and businesses seeking personalized financial planning, investment management, and capital raising solutions. The company prides itself on providing direct, personal as... Read More
