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Synthesis Wealth Planning

ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 MediumHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 High growthGrowth score — momentum trend across web traffic, headcount and other growth signals.
Morristown, New Jersey, United States Founded 2018 1-10 employees For Profit

Synthesis Wealth Planning deals with complete financial planning and wealth management services.

Synthesis Wealth Planning was acquired by Bluespring Wealth Partners in 2026.
Total Funding
Available in Pro
Last Funding
Available in Pro
Acquisitions
1
Monthly Visits
Available in Pro
Contacts
0

Company Details

Funding & Financials

Pro
Total funding
Funding rounds
Last funding
Last funding type
Last funding date
Funding status
Total equity funding
Revenue range

IPO & Stock

IPO status
Private

Web Traffic

Pro
Monthly visits
Global traffic rank
6-mo avg visits
Visit duration (s)
Pages / visit
Bounce rate
Rank change (mo)

Technology & IP

Active technologies
3
IT spend
$70K

Company Info

Founded
2018
Employees
1-10
Operating status
Active
Company type
For Profit
Org types
company
Founders
4
News articles
3
HQ
Morristown, New Jersey, United States
Region
Greater New York Area, East Coast, Northeastern US
Exit date
May 20, 2026

Signals & Scores

Heat score
Medium
Growth score
High
Trend (7d)
-0.7
Trend (30d)
-3
Trend (90d)
9
Last leadership hire
May 20, 2026

Acquisitions by Synthesis Wealth Planning

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Synthesis Wealth Planning - Company Profile, Full Acquisitions List, Funding and Investments