SYM Financial Advisors | Investor profile | Foundersuite

Investor info

Type

Registered Investment Advisors

Stage focus

Seed Round

Description

SYM Financial Advisors is a fee-only financial advisory firm offering wealth management, financial planning, and investment management services to individuals and businesses. The firm focuses on personalized strategies to help clients achieve their financial goals.

Previous investments

Company
Amount
Round

Example example company Inc
1000000
Investor meetings
Company & Company
11000000
Series C funding
Example
524000
Seed round A

Connected people

Email visible after logging in

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