What Synergy3 does

Synergy3 Home Solutions is a privately held, founder-led home services contractor founded in 2006 by Alek Ivanov in Philadelphia, Pennsylvania. The company installs, services, and replaces HVAC equipment (furnaces, boilers, heat pumps, central AC, ductless mini-splits), plumbing systems (drain/sewer, water heaters, gas lines, leak detection, sump pumps), and insulation/air sealing for residential and commercial customers across Greater Philadelphia and the entirety of New Jersey, served from offices in Philadelphia PA, Marlton NJ, Forked River NJ, and South Plainfield NJ with 24/7 emergency dispatch. Field operations are delivered by NATE- and BPI-certified technicians receiving weekly hands-on training in a dedicated in-house lab, using advanced leak detection, hydro-jetting, camera inspection, and CO testing tools, with a 100% paperless ERP and an internal 360Synergy app for review and quality tracking.

The business model combines one-time project revenue (installations, repairs, replacements priced via Good/Better/Best options), recurring subscription revenue (Bee Protected Plan at $100-$300/year covering heating, cooling, and water heater systems with priority service and no overtime fees), and utility-program-driven volume. Demand is generated through direct field sales with in-home estimates, a $250-per-installation referral program, Google reviews and remarketing, local SEO across 14+ city landing pages, a blog and YouTube resource library, and co-marketing through Bryant Factory Authorized Dealer status and nine utility program contracts (Elizabethtown Gas, PSE&G Whole Home Energy Solutions, PHDC, PGW, PECO, Comfort Partners). Wells Fargo/Bryant revolving credit plus PSE&G 0% on-bill financing enable higher-ticket full system replacements, with PSE&G offering up to $25,000 at 0% interest and Elizabethtown Gas covering up to $16,500 in upgrades at $0 out-of-pocket for income-qualified customers.

Synergy3 serves roughly 1,000-2,000 customers annually, including residential homeowners, older/historic housing stock requiring knob-and-tube and balloon-framing remediation, Jersey Shore coastal properties needing corrosion-resistant equipment, income-qualified utility-program participants, and commercial/municipal clients (PHDC, Cobbs Creek Environmental Center, Lemon Hill Mansion, Drueding Center, City Fitness, Bike Company, 8 N. Preston). The company holds Bryant Medal of Excellence (2022, Top 20 U.S. dealers), ACHR News Best Contractor to Work For (2022 and 2023), BBB accreditation, and is privately owned with no PE or VC backing.

Name

Synergy3

Legal name

Synergy3 Home Solutions

Website

https://synergy3.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Synergy3 Home Solutions is a Philadelphia-based, founder-led home services contractor installing, servicing, and replacing HVAC, plumbing, and insulation systems for residential and commercial customers across Greater Philadelphia and New Jersey from four office locations, with utility-program partnerships and Bryant Factory Authorized Dealer status.

Ownership category

akta.pro rank

Product category

Home Services (HVAC, Plumbing, and Insulation)

NAICS

Plumbing, Heating, and Air-Conditioning Contractors (23822), Appliance Repair and Maintenance (811412), Electrical Contractors and Other Wiring Installation Contractors (23821)

SIC

Construction - Special Trade Contractors (1700), Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip (3585), Services-Miscellaneous Repair Services (7600)

akta.pro primary industry

Commercial HVAC Maintenance Agreements & PM Programs (HSAOAHAJ)

akta.pro secondary industries

Heat Pump & Smart HVAC Controller Integration (HSAOANAD), Appliance Maintenance, Cleaning & Tune-Ups (Descaling, Filter Changes) (HSAGANAL)

Keywords

• HVAC services
• Plumbing services
• Home insulation
• Indoor air quality
• Water heater services

Headquarters

HQ city

Philadelphia

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Supply Chain

Revenue model

1. HVAC Installation, Repair & Replacement: One-time project revenue from installing, repairing, and replacing furnaces, boilers, heat pumps, central AC, and ductless mini-split systems. Free estimates with Good/Better/Best pricing tiers drive upsell. Emergency 24/7 service commands premium pricing. Financing available through Bryant/Wells Fargo.
2. Plumbing Services: One-time and emergency revenue from drain/sewer, water heaters, gas lines, leak detection, sump pumps, and fixture installation. 24/7 emergency plumbing availability drives urgent call volume. Tank and tankless water heater installations and replacements.
3. Insulation & Weatherization: Revenue from blown-in attic insulation, batt insulation, air sealing, and insulation removal. $199 Whole Home Energy Audit credited toward project. NJ utility programs (Elizabethtown Gas, PSE&G) drive subsidized upgrade volume.
4. Service Plans (Bee Protected Plan): Recurring annual subscription revenue from maintenance plans covering heating, cooling, and water heaters. Priority service, no overtime fees. Plans range from $100/year (hot water heater) to $300/year (gas furnace + AC, heat pump). 17-point inspection checklist per visit.
5. Commercial HVAC & Plumbing: Project-based revenue from commercial installations and service for municipal buildings, schools, corporations, religious centers, and new construction. Portfolio includes Bike Company, City Fitness, Cobbs Creek Environmental Center, 8 N. Preston, Lemon Hill Mansion, Drueding Center.
6. Financing Program (Wells Fargo / Bryant Credit Card): Revolving credit through the Bryant credit card issued by Wells Fargo enables higher-ticket installations and full system replacements, improving close rates on price-sensitive customers. Synergy3 acts as a taking dealer.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels8 records

Core offering

Synergy3 is a Philadelphia-based home services contractor that installs, repairs, and maintains HVAC systems, plumbing, and insulation for residential and commercial customers across Pennsylvania and New Jersey. Service delivery is supported by a 360Synergy mobile app and a paperless internal ERP for dispatch and field operations. The company also offers a recurring "Bee Protected Plan" maintenance subscription, water heater and water treatment services, indoor air quality solutions, and whole-home energy audits.

Product overview

Synergy3 Home Solutions operates as a multi-service home comfort provider offering HVAC, plumbing, insulation, and commercial services as a unified offering. The core product portfolio centers on HVAC services (air conditioning, heating, air quality), complemented by plumbing services (general plumbing, water heaters, water treatment), insulation services (attic, batt, air sealing), and the Bee Protected Plan maintenance program. The company also offers financing options to support installations. Services are delivered through three office locations in Philadelphia PA, Marlton NJ, and Forked River NJ, serving residential and commercial customers throughout Pennsylvania and New Jersey.

Differentiator

Problem solved

Functional benefit

Products and services

• HVAC Services Heating, ventilation, and air conditioning installation, repair, replacement, and maintenance for residential and commercial customers in Pennsylvania and New Jersey. Includes system sales tied to installation and Good/Better/Best pricing tiers.
• Plumbing Services Plumbing installation, repair, and maintenance for residential and commercial customers, including diagnostic, repair, and replacement work.
• Insulation Services Insulation installation and weatherization services for residential and commercial properties, supporting energy efficiency and whole-home comfort.
• Commercial Services Multi-trade HVAC, plumbing, and insulation services for commercial properties, including offices, retail, fitness facilities, municipal buildings, and schools. Project examples include Bike Company and City Fitness.
• Bee Protected Plan Subscription-based maintenance plan providing scheduled HVAC, plumbing, and related system checkups for residential customers, generating recurring revenue.
• Water Heater Services Water heater installation, repair, and replacement for residential and commercial customers, including traditional and tankless systems.
• Water Treatment Services Water treatment and filtration solutions for residential and commercial customers, addressing water quality and system protection.
• Whole Home Energy Audit Comprehensive assessment of a home's energy performance, evaluating HVAC, plumbing, and insulation systems to identify efficiency improvements and recommend upgrades.
• Bryant HVAC Equipment Sale of Bryant branded HVAC equipment (heating and cooling systems) as an authorized dealer, paired with installation and warranty support.

Quantifiable outcome

• Up to 30% reduction in heating and cooling costs with R-60 insulated attic + high-efficiency HVAC upgrade
• +4 more outcomes

Named customers10 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Seven partnerships are on record, tiered core.

• Bryant (Carrier Corporation)coreChannel Partner/ Reseller/ DistributorSynergy3 is a Bryant Factory Authorized Dealer and was awarded the Bryant Medal of Excellence in 2022, ranking among the Top 20 Bryant dealers in the nation. Sells, installs, and services the full Bryant product line including furnaces, heat pumps, central AC, and condensing boilers.
• Elizabethtown GascoreStrategic or Co-development PartnerNJ utility program for income-qualified customers. Synergy3 is a participating contractor offering free home energy assessments and up to $14,000 in efficiency upgrades plus $2,500 in health and safety improvements at $0 out-of-pocket for eligible homeowners.
• PSE&G (Public Service Electric & Gas)coreStrategic or Co-development PartnerPSE&G Whole Home Energy Solutions program. Synergy3 is a participating contractor offering 0% interest on-bill financing up to $25,000, up to $7,500 in rebates, and 7-10 year repayment terms for HVAC and insulation upgrades with no credit check for qualifying PSE&G customers.
• PHDC (Philadelphia Housing Development Corporation)coreStrategic or Co-development PartnerCity contracts through PHDC helping low-income families gain reliable heating. Extensive compliance requirements. Significant volume generator for Synergy3's residential retrofit business in Philadelphia.
• PGW (Philadelphia Gas Works)coreStrategic or Co-development PartnerPGW programs focused on energy efficiency, upgrading units to 95% AFUE (Annual Fuel Utilization Efficiency) systems. Synergy3 serves as a participating contractor for gas heating upgrades in Philadelphia.
• PECO (Philadelphia Electric Company)coreStrategic or Co-development PartnerPECO programs for mini-splits and heat pump water heaters, helping reduce utility bills. Synergy3 serves as a participating contractor for electric efficiency upgrades.
• Comfort PartnerscoreStrategic or Co-development PartnerNew Jersey utility program combining HVAC replacements with home upgrades including bath fans, gas piping, and oven repairs. Synergy3 is a participating contractor under this program.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Roto-Rooter: Roto-Rooter is a national plumbing and drain services company with strong residential and commercial plumbing presence across the U.S. Its drain cleaning, sewer line, and water heater services directly overlap with Synergy3's plumbing offerings and emergency response model.
• Mr. Rooter Plumbing: Mr. Rooter is a national plumbing services franchise with 24/7 emergency residential plumbing — directly overlapping with Synergy3's plumbing service line. It competes in many of the same suburban PA/NJ markets via local franchisees.
• One Hour Heating & Air Conditioning: One Hour is a national franchise brand providing residential HVAC, plumbing, and electrical services across the U.S. It shares Synergy3's technician-led sales motion and Good/Better/Best pricing approach, but competes as a much larger national operator with a different brand and operating model.
• Lennox International: Lennox is a major HVAC OEM competing with Carrier/Bryant in residential heating and cooling. Its Dave Lennox Signature Collection and dealer programs serve as an alternative to Bryant in the same addressable market that Synergy3 targets in PA and NJ.
• Carrier / Bryant: Carrier (parent of Bryant) is the HVAC OEM whose equipment Synergy3 installs and services. Although Carrier competes indirectly through its broader dealer and service network, it defines the equipment, warranty, and rebate framework that shapes Synergy3's installation economics.
• Trane Technologies: Trane Technologies is a leading global HVAC manufacturer with an extensive authorized dealer network in the U.S. Its residential and light-commercial HVAC systems compete with the Bryant product line that Synergy3 sells and installs, and its dealer programs shape the broader competitive landscape.

Direct peers

• Horizon Services: Horizon Services is a directly comparable regional home services provider in the Delaware Valley (PA, NJ, DE) offering HVAC, plumbing, and electrical services with a similar in-home sales motion, technician certification emphasis, and maintenance plan model — the closest like-for-like competitor in Synergy3's geography.

Emerging players

• HomeServe USA: HomeServe partners with utilities and municipalities to provide home repair plans and service coverage, including HVAC and plumbing. Its subscription-driven model and utility partnerships closely parallel Synergy3's Bee Protected Plan and utility program strategy.

Others

• Neighborly (home services franchise platform): Neighborly is a holding company operating home services franchises (Mister Sparky Electric, Benjamin Franklin Plumbing, Aire Serv, etc.). It is adjacent rather than directly competitive, but its franchise consolidation and national marketing reach set the benchmark Synergy3's brand-building competes against.
• ServiceMaster Brands: ServiceMaster operates national home services brands in restoration, cleaning, and HVAC. While its core is disaster restoration, its HVAC franchise network competes with regional HVAC operators like Synergy3 for technician talent and customer awareness in adjacent categories.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Synergy3-106402811493820
• LinkedInlinkedin.com/company/synergy3inc

Compliance10 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Synergy3