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Synergy Family Office

Synergy Family Office supports a select few families in managing, retaining, protecting, and enjoying wealth they created or inherited.

Financial Services
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Headquarters
Ottawa, Ontario, CanadaSource: RevenueBaseRetrieved October 13, 2026
Employee range
11 to 50Source: RevenueBaseRetrieved October 13, 2026
Founded
2012Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
35 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Synergy Family Office do?

The firm works alongside clients to help them navigate financial planning. For its small number of clients, staff and the advisory board provide 80 to 100 client-focused support hours per year.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

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Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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BADGE PREVIEWSynergy Family Office listed #10 on Family office accounting firms, September 27, 2026Open the published source list.
Synergy Family Office

#10 Family office accounting firms

Snapshot: September 27, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 13, 2026, September 15, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 25, 2026, September 27, 2026, September 28, 2026 and September 29, 2026. How the company lists are built.

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