Synertree Capital Management Services Inc.
Synertree Capital Management Services Inc. is based on ‘Synergy’ and ‘Tree’ as a symbol of synergistic growth partner for investors and investment managers. Since 2016, we have been serving as a financial analytics partner for investment management companies
Leon Yin started working in the Fintech industry in 2005 at a US public company specialized in stock data platforms. Before starting Synertree, he was an equity consultant at a boutique research firm, a registered investment advisor, and an associate portfolio manager at a Canadian bank, where he constructed data-driven strategies and delivered strong performances.
- Bachelor in Commerce with a specialization in accounting; Diploma of Urban Land Economics from the University of British Columbia
- CFA charterholder, member both of CFA Institute and CFA society of Vancouver
- Financial Risk Manager (FRM) certified by GARP (Global Association of Risk Professionals) and a member of GARP of Calgary and Toronto Chapters
Leslie Ng has over 15 years experience working as a financial engineer at a Fortune 500 financial IT company, with expertise in areas such as derivative pricing, credit risk management, interest rate modelling and algorithm development. He has published several peer reviewed journal articles in the fields of quantitative finance and applied mathematics.
- BASc in Engineering Physics from UBC
- PhD in Theoretical and Applied Mechanics from Cornell University
Fintech for Capital Management Services
We provide data analytics solutions based on a thorough understanding of the financial and data management process. Synertree is a strategic partner for financial professionals and investors. With data analytics solutions, we help business quantify risks and performances and create decision-making rules. Our solutions help build high-performance operating platforms and streamline workflows for capital management.
Software Products
Synertree develops cloud-based customized software and SaaS applications. Our high-performance architectures are built in Python and Django framework. We build our programs using PaaS Heroku and IaaS Amazon AWS.
Investment Portfolio Management
We bring fundamental values and effective technological solutions to your investment management practice. Services include model portfolio building, team-collaborative consulting, fee-based transition consulting, and algorithmic financial technology.
Financial Risk Management
Our technical resources and financial knowledge enable us to help firms analyze risks and develop actionable strategies. We use quantitative methods to identify investment risks so that you can remain objective and take the appropriate actions toward them.