Synergy Asset Management
Multi family office in Altamonte Springs, United States, founded 1999; estimated AUM $678M; focus on fintech, consumer and climate.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Altamonte Springs, United States
- FOUNDED
- 1999
- AUM
- ~$678M (2026, press estimate)
Investment approach
- ROUTES
- Companies (own capital)
Overview
This multi family office is based in Altamonte Springs, United States; it was founded in 1999. Its assets under management are estimated at $678M (2026); listed sector interests include fintech, consumer, climate and healthtech. It invests directly in companies; 1 person is named on its team.
People
- Jay OberaiFounder · source
Frequently asked questions
Synergy Asset Management is a multi family office based in Altamonte Springs, the United States, founded in 1999.
Synergy Asset Management invests its own capital into companies.
Synergy Asset Management invests in Fintech, Consumer & E-commerce, Climate & Energy, HealthTech and Real Estate & PropTech.
Key people at Synergy Asset Management include Jay Oberai (Founder).