Est. Revenue
$9.9M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$23.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
SYNTHETICFI LLC
Economics
AUM trajectory
'25'26
$153.2M → $992.9M▲ +548%
Operations
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
2 advisors → 7 advisors▲ +250%
Primary office
SAN FRANCISCO CA
Custodian & Brokerage
Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Filings
Latest ADV filing
04/17/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
CYCLONE TECHNOLOGIES, INC.
Control Persons
CYCLONE TECHNOLOGIES, INC.
Wang, Yezhou
Succession Risk Solo Owner
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Website Staleness Score
0.095
Wayback Last Material Change
2026-03-11T17:48:41.000Z
Wayback Snapshot Count
185
Wayback Snapshots Last 12mo
103
Wayback First Snapshot
2024-01-17T16:43:23.000Z
Wayback Last Snapshot
2026-03-11T17:48:41.000Z
Rdap Domain
SYNTHETICFI.COM
Rdap Domain Creation Date
2024-01-15T23:22:05Z
Rdap Registrar
GoDaddy.com, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Local market & wealth
Rank targets by how wealthy the local market is
Soi High Wealth Score
0.6944
Soi Zip Pct 200k Plus
0.4335
Soi Zip Returns 200k Plus
3,490
Soi Zip Total AGI
3,056,957
Census Median Hh Income
250,001
Census High Income Households
4,922
Census Pop 65 66 Total
211
Census Total Households
7,616
Census NAICS 523930 Count
34
Fdic Zip Total Deposits
138,730,231,000
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association
Compliance & brand
Firm Registration Status
active
Nfa Member Status
unresolved
All other collected signals (32)
Everything else we've pulled for this record, not yet curated into a section.
Census Bachelors Plus Count
4,464
Census Median Home Value
1,455,500
Census NAICS 523930 Employees
0
Census Unemployed Count
577
Custodian Candidates
Full| Charles Schwab | 6 |
| E*trade | 4 |
| Fidelity | 2 |
| Interactive Brokers | 2 |
Fdic Zip Branches Raw
Trans-Pacific National BankSan Francisco, CA
First Nationwide Bank, A FSBSan Francisco, CA
Fdic Zip Top Bank Share Pct
54.46
Rdap Domain Expiration Date
2027-01-15T23:22:05Z
Rdap Domain Last Changed
2026-01-16T14:17:56Z
Rdap Nameservers
Mina.ns.cloudflare.comSean.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Total Business Income
48,676
Soi Zip Total Cap Gains
256,885
Soi Zip Total Dividends
103,659
Soi Zip Total Returns
8,050
Trust Company Affiliate
No
Wayback Avg Days Between Changes
16.7
Wayback Closest Snapshot Ts
2026-03-11T17:48:41.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20260311174841/https://www.syntheticfi.com/
Wayback Distinct Digest Count
48
