The Wealth Syndicate

What The Wealth Syndicate does

The Wealth Syndicate is a privately held, founder-owned financial advisory firm established in 2003 by DeWayne Ellis and headquartered at 8403 Colesville Rd, Ste 1100, Silver Spring, Maryland. The firm offers fee-based financial planning, investment management, retirement planning, life insurance advisory, and financial education delivered through a documented five-step planning methodology (Gather, Analyze, Develop, Implement, Review). It operates with no proprietary technology, relying on the third-party RightCapital platform for client account management and on Vimeo-hosted educational video content, and supports its advisory work with a 'Videos On Demand' library covering wealth creation, the Black Wealth Gap, generational wealth, and student loan debt.

The firm's go-to-market is relationship-led and event-driven, combining one-on-one consultations (bookable via the firm's website) with workshops, symposiums, financial bootcamps for small business owners, speaking engagements for civic/church/nonprofit/corporate audiences, and a Kids & Money school program. It segments its target market into individuals/families (primary), small business owners, corporations and nonprofits, children and youth, and seniors, using a hybrid segmentation approach. There are no disclosed institutional investors, no parent company, no subsidiaries, no funding rounds, and no M&A activity; the firm operates as The Wealth Syndicate, LLC with the founder maintaining full operational and strategic control, and primary delivery is concentrated in the Washington DC Metropolitan Area despite a claimed nationwide client footprint.

Name

The Wealth Syndicate

Legal name

The Wealth Syndicate, LLC

Website

https://thewealthsyndicate.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

The Wealth Syndicate is a founder-owned financial advisory firm in Silver Spring, Maryland, providing fee-based financial planning, investment management, retirement planning, life insurance, and financial education to individuals, families, small businesses, and organizations in the Washington DC Metropolitan Area.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)

Keywords

• Financial advisory services
• Investment management
• Retirement planning
• Life insurance advisory
• Financial education

Headquarters

HQ city

Silver Spring

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Services: Fee-based financial planning and advisory services delivered through one-on-one consultations and customized financial plans. Revenue generated through advisory fees for investment management, retirement planning, life insurance navigation, and comprehensive financial planning services.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

The Wealth Syndicate is a financial advisory firm that provides investment management, retirement planning, life insurance advisory, and comprehensive financial planning services. The firm serves individuals, families, small business owners, corporations, nonprofits, youth, and seniors through personalized consultations, educational workshops, and customized financial strategies.

Product overview

The Wealth Syndicate is a financial advisory firm offering a unified suite of services centered on financial planning, investment management, and financial education. The core offerings include Investment Management, Retirement Planning, Life Insurance, and Navigating Life's Events planning, all delivered through a personalized five-step financial planning methodology. Supporting these core services, the firm provides Financial Education Services including workshops, seminars, and an on-demand video library covering topics such as generational wealth, the Black wealth gap, and financial wellness. Clients can also book one-on-one Consultation sessions. The firm emphasizes transparency, education-first approach, and freedom from the constraints of big-box financial firms, with solutions drawn from multiple providers rather than a single company.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management
• Retirement Planning
• Life Insurance Advisory
• Navigating Life's Events Financial Planning
• One-on-One Financial Consultation
• Financial Education Workshops

Quantifiable outcome

• Consistently exceeded investment goals of individual and business clients through strategically applied expertise and market knowledge

Named customers3 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Regional players

• Howard Bairstow Wealth Management: Independent, fee-only RIA serving the DC Metro area with personalized financial planning and investment management. Comparable as a small independent RIA serving the same Washington DC Metropolitan area with personalized financial planning and investment advisory services.

Broad incumbents

• Empower Personal Dashboard (Personal Capital): Hybrid wealth management platform combining digital planning tools with human advisor access for mass-affluent and HNW clients. Comparable in combining a digital planning platform with human advisor guidance, though at much larger scale.
• Edward Jones: National retail wealth advisory franchise serving individuals and families with investment management, retirement, and financial planning. Comparable in targeting mass-affluent individuals and families with relationship-based financial planning, though operates as a large branch-based franchise.
• Fisher Investments: Large privately-held investment management firm serving HNW and institutional clients with discretionary portfolio management. Comparable in offering investment management with an educational focus, but specializes in discretionary portfolio management at a much larger scale.
• Edelman Financial Engines: Largest independent RIA in the US offering financial planning and investment management to mass-affluent and HNW households. Comparable as a wealth advisory provider to individuals/families, though operates at vastly greater scale and through employer-sponsored channels.
• Betterment: Leading robo-advisor offering automated investment management with optional access to CFP-credentialed advisors. Comparable in offering goal-based financial planning and portfolio management to individuals, though primarily digital with no community/workshop model.
• Schwab Intelligent Portfolios Premium: Hybrid advice offering combining automated portfolio management with access to CFP-credentialed advisors from Charles Schwab. Comparable in offering low-touch digital planning with human advisor access, but as a robo-plus-advisor hybrid from a major brokerage.

Direct peers

• Facet Wealth: Digital-first financial planning firm offering flat-fee advice to mass-affluent clients via a hybrid advisor-plus-tech model. Directly comparable in offering flat-fee, advice-oriented financial planning without proprietary products.

Emerging players

• XY Planning Network: Network of fee-only financial advisors serving Gen X/Y and mass-affluent clients with financial planning and investment advice. Comparable in serving a similar clientele with a planning-first, education-forward approach, but operates as an advisor network rather than a single practice.
• Boldin (formerly NewRetirement): DIY financial planning platform offering retirement planning tools, used by both consumers and advisors. Comparable in offering financial planning support to individuals and small business owners with an education-first approach, though primarily a software platform rather than an advisory practice.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Thewealthsyndicate
• LinkedInlinkedin.com/company/the-wealth-syndicate-llc
• Instagraminstagram.com/thewealthsyndicate/?hl=en
• Xx.com/creatingapath

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 The Wealth Syndicate