About Us

Meet THE TEAM behind your next success.

We are a small team of entrepreneurs who have successfully built businesses, but have experienced many obstacles and challenges along the way. We understand the struggles business owners have obtaining capital, especially when unforeseen issues or opportunities arise. Over a decade ago, we decided to start working in the small business lending market and have since helped thousands of businesses obtain over $350 Million. We pride ourselves on first class service and believe that every business has a story and we are willing to listen.
We help businesses by identifying the root of the problem and applying the capital and resources necessary to create a solid foundation for growth. Synergy Financial has assembled a network of the best, most trusted lenders that provide capital and ultimately put the power back in the hands of small business owners.

Teamwork + Passion + Collaboration = Synergy Financial Culture.