Financial Data Analytics
The lack of rule-based decisions in the capital management industry led us to the opportunities to work with capital allocators whom seek scientific process and consistent results. Synertree is based on ‘Synergy’ and ‘Tree’ as a symbol of synergistic growth partner for investment managers. Since 2016, I have been serving as a trusted financial data analytics partner for stock portfolio management firms and investors. Leon Yin
Financial Data Analytics Solutions
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.
Stock Portfolio Management Solutions
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.
Portfolio Management Solutions
Financial Risk Management Solutions
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.
Significant Trends in Stock Portfolio Management Software
Significant Trends in Stock Portfolio Management Software
Leon C. Yin is the co-founder of Synertree Capital Management Services Inc. He is also a capital partner and a M&A advisor.
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.
- Diploma of Urban Land Economics from the University of British Columbia; Bachelor in Commerce with a specialization in accounting
- Data Science & Big Data Analytics Certificate from MIT Professional.
- 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
View Leon C.L. Yin, CFA, FRM's profile