Key facts
- Notable investors include Dynasty Financial Partners, Rise Growth Partners.
- Status: Privately Held (backing).
- ·The complete investor list — 2 names
- ·Watchlist + deal alerts for Cyndeo Wealth Partners
- ·The full record, as it builds
Funding rounds
No funding rounds for Cyndeo Wealth Partners are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Cyndeo Wealth Partners
Provider of a wealth management advisory practice designed to simplify the complexities of managing, growing, and protecting personal and family assets. The company offers personalised financial planning, investment management, and family-focused advisory services grounded in a relationship-driven approach, enabling executives, entrepreneurs, landowners, professional athletes, and multigenerational families to achieve enhanced financial clarity and long term stewardship.
- Sector
- Financial Services
- HQ
- Saint Petersburg, FL, United States
- Founded
- 2020
- Employees
- 28
- Website
- cyndeowp.com/
- Ownership
- Privately Held (backing)
Cyndeo Wealth Partners doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Cyndeo Wealth Partners shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Cyndeo Wealth Partners in its N-PORT filings yet. We sweep new filings monthly.