GYL Financial Synergies

  • Financial Services
  • West Hartford CT
  • 66 employees
  • Financial Services
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Company Overview

Website
gylfinsyn.com
Phone
(860) 206-7400
Employees
66
Founded in
2016
Industry
Financial Services
NAICS Codes
52 - Finance and Insurance
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
5239 - Other Financial Investment Activities
SIC Codes
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services
628 - Services Allied With The Exchange of Securities Or Commodities
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Financials & Stats

Revenue

$3B

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Recent News & Media

Financial Partners Capital Management to Join Focus Partner Firm GYL Financial Synergies

  • Apr 5, 2025
  • accessnewswire.com

West Hartford financial advisory firm, with $6.6B in assets, merges with Boston company

  • Nov 6, 2024
  • hartfordbusiness.com

Clayton, Dubilier & Rice 'likely bumped up multiple by a few turns' on Focus Financial valuation with self-merging binge that's gathering steam with $6.6B AUM GYL deal

  • Nov 6, 2024
  • riabiz.com

Focus partner firms GYL Financial, Colony merge operations

  • Nov 5, 2024
  • privatebankerinternational.com

GYL Financial Synergies Joins The Colony Group

  • Nov 4, 2024
  • businesswire.com

GYL Financial Synergies Named to Forbes 2024 Top RIA Firms List

  • Oct 11, 2024
  • finance.yahoo.com

Company Leadership

Gerald Goldberg

CEO & Co-Founder

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David Feldman

Co-Founder

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GYL Financial Synergies Tech Stack

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FAQ

What is the location of GYL Financial Synergies's headquarters?
The headquarters of GYL Financial Synergies are situated at 65 Memorial Drive, West Hartford CT
What is GYL Financial Synergies's phone number?
GYL Financial Synergies's contact number is (860) 206-7400.
What is GYL Financial Synergies's official website?
The official website of GYL Financial Synergies can be found at gylfinsyn.com.
What is GYL Financial Synergies's current revenue?
As of February 2019, GYL Financial Synergies's annual revenue reached $3B.
How many employees does GYL Financial Synergies currently have?
GYL Financial Synergies employs approximately 66+ people as of February 2019
Which industries is GYL Financial Synergies primarily operating in?
GYL Financial Synergies operates in the following industries: Finance, Credit
Who is the CEO & Co-Founder of GYL Financial Synergies?
GYL Financial Synergies's CEO & Co-Founder is Gerald Goldberg
When was GYL Financial Synergies founded?
GYL Financial Synergies was founded in 2016.

Employee Directory

Key Employees

Martin Resnick

Co-Founder

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Brian Marshall

Senior Client Associate

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Richard Cadena

Chief Compliance Officer

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Rosa Quintana

Operations & Compliance Liaison

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Elliot Koenigsberg

Business Strategy Analyst

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