Syntelligence is the product of many successful years of serving Financial Advisors and CPA firms across geographies in North America. What's consistent about the team of Syntelligence- members who are ready to quickly learn and curious to work.

𝗪𝗛𝗢 𝗪𝗘 𝗔𝗥𝗘:

Team Syntelligence is a small and focussed group of well trained and disciplined CFPs, CFAs and MBAs who believe in the philosophy of getting the work done within client driven timelines.

𝗛𝗢𝗪 𝗪𝗘 𝗪𝗢𝗥𝗞:

Discovery >> Due Diligence >> Onboarding >> Pilot >> Off ground (< 𝘁𝗵𝗮𝗻 𝟯 𝘄𝗲𝗲𝗸𝘀 ⌛)

𝗪𝗛𝗬 𝗜𝗧 𝗪𝗢𝗥𝗞𝗦: 

👥 Great people - experts in their fields & bringing strong service ethos to everything they do.
🕴️ Our clients come to us with confidence that we will take their service to the next level of performance.
⛳ Our values - continuous innovation, insatiable hunger for knowledge, passion for perfection & uncompromising customer excellence.
⚙️Proficiency in leading softwares used by advisors & know how they work in integrated ecosystem.

𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦:

The basket of services that will appeal to Independent Financial Advisors and the RIA firms are as follows:
✔️Advisor Billing & Performance Reporting
✔️Accounting & Bookkeeping
✔️Advanced Financial Planning
✔️Back-Office Support

On the other hand, our team of Valuation experts that can cater to the Valuation Consultants and CPA firms provide the following services:
✔️Business Valuation
✔️Financial Modelling
✔️Pitch Deck

𝗪𝗛𝗔𝗧 𝗢𝗧𝗛𝗘𝗥𝗦 𝗦𝗔𝗬:

🗣 “I was hesitant to use Financial Plan setup service. However, their turnaround time and attention to detail left me breathless. Using them is now a part of my client onboarding process. ”

🗣 “Our firm has worked with Maithili (our CEO) for several years and she has been a good business partner. She is responsive and has helped grow our firm.”

 𝗥𝗘𝗔𝗗𝗬 𝗧𝗢 𝗧𝗔𝗟𝗞?

☎️ Visit us at www.syntelligencefintech.com or drop a line at hello@syntelligencefintech.com to get in touch.

Syntelligence Fintech

Maithili Shah

This department focuses on financial data analysis and reporting to support strategic decision-making.

Financial Analysis

This department specializes in assessing and analyzing the value of assets and investments.

Valuation Department

This department manages financial records, prepares reports, and ensures compliance with accounting standards.

Accounting Department

This department focuses on identifying growth opportunities, developing strategic partnerships, and enhancing overall business performance.

Business Development

This department focuses on managing client relationships and ensuring successful project outcomes.

Syntelligence Fintech

Org chart

Teams

Financial Analysis

Valuation Department

Accounting Department

Business Development

Client Engagement

Offices

Syntelligence Fintech

Org chart

Teams

Financial Analysis

Valuation Department

Accounting Department

Business Development

Client Engagement

Offices

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