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Synergist

New York, NY · EIN 821780831 · Form 990 · FY2025 · NTEE J03 · Employment · Small ($100K-$1M) · synergistnetwork.com
revenue
$505K
expenses
$262K
net assets
$1.2M
employees
0
volunteers
6
program ratio
88%
mission · from form 990

SYNERGIST NETWORK SEEKS TO CONNECT WOMEN IN THE FIRST DECADE OF THEIR INVESTING CAREERS AND PROVIDE THEM WITH THE FACILITIES & BUSINESS ACUMEN CRITICAL FOR LONG-TERM SUCCESS.

profile · synthesized from sources

Synergist Network connects women in the first decade of their investing careers, providing them with professional development, networking opportunities, and business acumen to support long-term success. The organization operates through regional chapters in cities such as New York, Boston, San Francisco, and Los Angeles, led by volunteer presidents and team members who are typically early- to mid-career investment professionals. It focuses on peer mentorship, sponsorship, and skill-building within the finance and investing sectors.

named programs · 3 · from sources

What they call their work

Mentorship Program
Facilitates peer mentorship and guidance for women in early-stage investing careers through structured relationships and events
Regional Chapter Network
Operates local chapters in major U.S. cities, each led by volunteer presidents to foster community and professional growth
Sponsorship Initiative
Engages senior professionals to sponsor high-potential women, supporting advancement through visibility and advocacy
activities · 4 groups

What they do

  • Women's Leadership & Career Advancement Networks 4 activities
    • Newsletter Featuring Women Leaders in Finance
      Distributes a regular newsletter featuring interviews with senior women in finance, female founders, and industry leaders to highlight career paths and amplify visibility.
    • Recruiting and Career Transition Support for Women in Investing
      Hosts recruiting-focused events including the annual Buyside Recruiting Workshop, “First 90 Days as an Associate Panel,” and post-associate pathways discussions to support women entering or advancing in investing careers.
    • Training and Educational Programming for Women Investors
      Provides training and educational events such as teach-ins on merger agreements and term sheets, executive coaching workshops, topical panels, and leadership development to support women in investing careers. Includes the Synergist Fellowship Program, a training and leadership initiative for college women exploring careers in investment banking, venture capital, and private equity.
    • Women in Investing Mentorship Programs
      Operates structured mentorship programs for women at various career stages in the investing field, including 1:1 pairings with senior women in finance, educational programming, professional coaching, and social events. Programs are offered annually in New York, San Francisco, Boston, and Los Angeles, with dedicated tracks for associates, mid-level professionals, and college students.
  • Gender Equity Research and Advocacy 1 activity
    • Compensation and Workplace Policy Research
      Conducts an annual compensation survey and maintains a database on parental leave policies to generate data on gender equity in the investment industry.
  • Regional Chapter Network Support 1 activity
    • Local Chapter Engagement and Partnerships
      Supports local chapter activities that plan events, build connections, and manage sponsorship and partnership initiatives within regional investment communities.
  • Professional Networking Events 1 activity
    • Professional Networking Events for Women in Finance
      Organizes networking events such as networking drinks and workout classes to foster professional and social connections among women in the investment community.
financials · form 990 · fy2025
revenue
Total revenue$505K
Contributions & grants$499K99%
Program service revenue$00%
Investment income$00%
Other revenue$6K
expenses
Total expenses$262K
Program expenses88%
Admin / overhead12%
Fundraising0%
Salaries & benefits$0
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$1.24M
Cash$1.24M
Investments$0
Liabilities$60
Net assets$1.23M
Liquid reserves56.6 mo
3 years on record · 2023–2025 · YoY revenue -6.6%
leadership · form 990 part vii · fy2025

Who runs it

board members · 7
  • Alexandra Ivanov — National Co-President
  • Bond Burnham — Director
  • Elise Testa — Director
  • Jennifer Hwang — Director
  • Madeline Yudkin — National Co-President
  • Shayla Burnham — Director
  • Sophie Eldridge — Co-President
relationships · 88

Who they work with

  • 3i Group Funder — Silver sponsor of Synergist Network
  • Advent International Partner — Featured Neha Mathur from Advent International in a February 2023 event.
  • Akin Funder — Gold sponsor of Synergist Network
  • AlixPartners Funder — Silver sponsor of Synergist Network
  • Arsenal Funder — Gold sponsor of Synergist Network
  • Avante Growth Funder — Silver sponsor of Synergist Network
  • Avoca Capital Funder — Silver sponsor of Synergist Network
  • Bain Capital Funder — Silver sponsor of Synergist Network
  • Bain Capital Partner — Featured Jennifer Davis from Bain Capital in a January 2023 event.
  • Bain Capital Partner — Featured Sarah Hinkfuss from Bain Capital in a May 2020 event.
  • Battery Ventures Partner — Featured Chelsea Stoner from Battery Ventures in a March 2022 event.
  • Bay Pine Funder — Silver sponsor of Synergist Network
  • BayPine Partner — Featured Wan Ling Martello from BayPine in a Q4 2024 event.
  • Berkshire Hathaway Funder — Silver sponsor of Synergist Network
  • Berkshire Partners Partner — Featured Candice Corvetti from Berkshire Partners in an April 2022 event.
  • Brightstar Capital Partner — Featured Renee Noto from Brightstar Capital in an August 2021 event.
  • CD&R Partner — Featured Sarah Kim from CD&R in a June 2023 event.
  • CDR Funder — Platinum sponsor of Synergist Network
  • Carrick Capital Partners Partner — Featured Suzanne Passalacqua from Carrick Capital Partners in a November 2021 event.
  • Catterton Funder — Gold sponsor of Synergist Network
  • Clearlake Capital Funder — Gold sponsor of Synergist Network
  • Clocktower Technology Ventures Partner — Featured Adriana Saman from Clocktower Technology Ventures in a July 2022 event.
  • Corvex Management Funder — Silver sponsor of Synergist Network
  • Crestview Partners Partner — Featured Lindsay Rosenstein from Crestview Partners in a November 2020 event.
  • EQT Partner — Featured Neha Jatar from EQT in an April 2023 event.
  • Elephant Partners Funder — Silver sponsor of Synergist Network
  • Flagship Pioneering Partner — Hosted Olivia Arnold from Flagship Pioneering as a featured leader.
  • Freeman Spogli & Co. Partner — Featured Sara Gilson from Freeman Spogli & Co. in an August 2022 event.
  • Freshfields Funder — Platinum sponsor of Synergist Network
  • GI Partners Partner — Featured Angela Zhang from GI Partners in an October 2020 event.
+ 58 more
strategies · 4

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Community-Driven Network Expansion
    methodology: community-driven expansion
    By empowering investment professionals to build and lead local chapters, we scale community impact from the ground up because locally rooted leadership increases ownership, relevance, and sustainability of gender equity efforts.
  • Early-Career Leadership Pipeline Development
    methodology: leadership-training-early-career
    By delivering leadership training and business skills to college women early in their career trajectory, we increase access to competitive finance industries because early intervention builds confidence, competence, and network footholds before structural inequities fully take hold.
  • Gender-Specific Mentorship as Retention Infrastructure
    methodology: gender-specific_mentorship
    By pairing junior women with senior female investors in structured one-on-one mentorship, we increase professional retention and leadership capacity because shared gender experience in male-dominated finance fields enables more effective navigation of barriers and access to networks.
  • Multi-Pillar Gender Equity Model
    methodology: multi-pillar-gender-equity
    By implementing coordinated programming across training, mentorship, recruiting, and networking, we advance gender parity in private equity and venture capital because systemic change requires simultaneous intervention across multiple career-critical pathways.