Symphony Financial Services - Crunchbase Company Profile & Funding

Overview

Symphony Financial Services

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Learn more.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Events

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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See more interactive data and historical milestones on desktop for the best experience

About Symphony Financial Services

CB Rank

1598647

Symphony Financial Services provides tax planning, insurance, and investment management services.

Founded

obfuscation

Private

Akron, Ohio, United States

1-10

www.symphony-financial.com

Finance

Financial Services

Wealth Management

Key People

John Y. Kim: President

Details

Legal Name

Symphony Financial Services, Inc.

Operating Status

Active

Company Type

For Profit

Phone Number

1 (330) 434-2000

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management

Service that builds and manages tailored investment portfolios based on clients' financial goals and risk tolerance using mutual funds, ETFs, individual securities, and alternative investments.

Life Insurance

Review and recommendation service for life insurance policies to provide protection aligned with clients' financial and estate planning goals.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

1-10

Employee Profiles

Contacts

Employee Profiles

John Y. Kim President

News

News and Press

News•

Aug 12, 2025

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News•

Jul 16, 2025

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Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

Monthly Web Visits

128

120.69%

in past month

Interest Signals

Topic	Surge Score
Apple (AAPL)	94
Getty Images	84
AI-Generated Answers	83

Actively Used Products

Symphony Financial Services

uses

technology products and services including

HTML5

Google Analytics

, and

Fonts.com

, according to G2 Stack.

Active Website Tech Count

Symphony Financial Services

is actively using

technologies for its website, according to BuiltWith. These include

SPF

SSL by Default

, and

Viewport Meta

Lists Featuring This Company

Midwestern US Wealth Management Companies

3,332 Number of Organizations • $18.1B Total Funding Amount • 109 Number of Investors

Ohio Finance Companies

1,184 Number of Organizations • $10.6B Total Funding Amount • 106 Number of Investors

Ohio Wealth Management Companies

542 Number of Organizations • $3.9B Total Funding Amount • 32 Number of Investors

Wealth Management Companies With Fewer Than 1000 Employees (Top 10K)

9,532 Number of Organizations • $35.9B Total Funding Amount • 3,538 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Symphony Financial Services

's headquarters?

Symphony Financial Services

is located in

Akron, Ohio, United States

Who are

Symphony Financial Services

's competitors? Alternatives and possible competitors to

Symphony Financial Services

may include

Creative Planning

Mariner Wealth Advisors

, and

EP Wealth Advisors