Finsyn
Fee-only wealth management and financial planning for individuals, families, and businesses in Houston and across the US
Highlights
- New on EvolcAdded 2026-11-14
About Finsyn
Financial Synergies Wealth Advisors provides comprehensive financial planning and investment management, including tax strategies, risk management, and estate planning coordination. Its offerings also include company retirement plans and Pathway, a goals-based savings and investment program.
The firm serves individuals, families, and businesses. It operates on a fee-only basis, with clients paying for advisory services; it does not sell commission-based products.
The firm is based in Houston, Texas, and has served clients for more than 35 years. It is employee-owned and has an open Wealth Management Intern position in Houston.
Product: Fee-only financial planning, investment management, retirement-plan services, and wealth management programs.
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Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
Analytics
- Google Tag ManagerMedium confidence
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- Integration code on pageinitialization/configuration expression
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Content delivery
- CloudflareHigh confidence
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Content management
- ElementorHigh confidence
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Forms
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Frontend frameworks
- jQueryHigh confidence
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Hosting
- Google CloudHigh confidence
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Marketing & advertising
- LinkedIn InsightMedium confidence
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- Integration code on pageinline script loader
Recruiting
- BambooHRMedium confidence
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- Page markupsoftware structure signature
Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.