fintech companies, portfolio management, financial technology company
Customized solutions for complex financial needs. Technological solutions for financial planning, security analysis & trading, risk management. Automate functional process and integrate cloud based solutions.
As a strategic CFO partner, we convert your strategic plans into long-term financial models. Maximize total shareholder return and integrate ERM. Provide business valuation, accounting support, M&A services.
Integrate scientific approaches to take as much risk as possible, but not riskier. Synertree harnesses portfolio managers with probabilistic and iterative sciences. Support RIA fee-based & discretionary model portfolio transitions.