About Us
Navigating the AI-Driven Economy
Founded in 1997, Zynergy began as a forward-thinking innovation and management consulting firm, committed to guiding organizations through transformative change by leveraging digital technology. Over the past two decades, we have successfully led high-impact digital transformation initiatives—up to $45 million in scope—for globally recognized clients including Disney, SAIC, World Vision, and AdventHealth. Our work has consistently focused on aligning technology, strategy, and execution to deliver measurable results.
In addition to client services, Zynergy has a long-standing track record of incubating ventures internally, launching and scaling digital-first businesses across multiple industries. As part of our evolving model, we plan to continue incubating new business ventures when strategically aligned opportunities arise—based on available resources, core competencies, and the potential to achieve critical mass. This internal incubation complements our investment strategy by allowing us to originate and validate concepts that can scale with the right leadership and market timing.
As the Fourth Industrial Revolution accelerates—with artificial intelligence fundamentally reshaping every industry—Zynergy is undergoing its own transformation. We are transitioning from a traditional consulting model into a Private Investment Partnership. This shift reflects both market realities and our belief that the value once created through advisory services alone will increasingly be driven by strategic capital, operational involvement, and technological leverage.
While we continue to provide select advisory services, our core focus is evolving: to invest in, build, and scale innovative ventures. By combining financial investment with deep operational expertise, we aim to support companies positioned to thrive in an AI-driven economy.
This next chapter is a natural evolution. With a leadership team that has deep experience across consulting, financial services, and venture development, Zynergy is uniquely positioned to identify high-potential opportunities, unlock underutilized talent, and build enduring value.
Zynergy’s future is not just about adapting to change—it’s about architecting it.
Vision
Our vision is to be the most collaborative and innovative private investment partnership, uniting experts to build transformative AI-driven businesses, manage a diversified portfolio of investments, and create generational wealth together.
The Sum of the Parts is Greater Than the Whole
INVESTORS
We are AI-driven strategic investors committed to building lasting legacy through diversified and strategic capital deployment.
BUSINESS ADVISORS
We help business leaders make sound business decisions on their mission critical priorities.
DIGITAL INNOVATORS
We drive digital transformation and help launch big ideas that are meant to change the world.
VISIONARIES
We are visionaries—driven to imagine more, build boldly, and shape what’s next.
Mission
We exist to build a collaborative ecosystem that strategically invests in both business ventures and public market opportunities. Our goal is to accelerate innovation and wealth creation through a model that values talent, trust, and time.
Our Partnership
What We Believe
We believe it is critical to be continuously learning, improving, and providing thought leadership to clients without ever compromising integrity.
What We Do
We invest and empower in the next generation of companies by unlocking talent and strategically deploying capital and leadership to scale AI-driven innovation across private enterprises, public markets, and real assets.
How We Do It
We partner with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals to secure their legacy by managing a strategically diversified investment portfolio that fuels future generations of visionary entrepreneurs and transformational technologies.
Our Core Values
We lead with truth, serve with humility, and do what’s right—especially when it’s difficult. Trust is earned through unwavering character.
We build better, faster, and stronger together. Through clear communication and collective intelligence, we transform good ideas into exceptional outcomes.
Commit to continuous learning and apply new knowledge to drive growth and innovation.
We challenge what’s possible with grit, creativity, and courage. We view obstacles as fuel and let curiosity be our compass.
We take ownership of outcomes and measure what truly matters. We act with urgency, knowing that excellence units our mission with those we serve.
Our Value Proposition
We help clients tackle their business-critical priorities by providing expert guidance and tailored solutions that drive strategic growth, optimize performance, and deliver measurable results where it matters most.
From concept to execution, we guide clients through the entire process, delivering seamless, comprehensive solutions.
By staying at the forefront of industry trends and technology, we provide clients with the most relevant and effective strategies for success.
Our Uniqueness
Our forward-thinking mindset allows us to approach challenges creatively, pushing boundaries and delivering breakthrough solutions.
Our agile approach allows us to pivot and adapt quickly to market changes, delivering timely and impactful solutions.
With a global network of professionals, we bring diverse perspectives and insights that drive more comprehensive, innovative solutions.
We prioritize developing a robust, sustainable business case that drives the implementation of cutting-edge digital technology solutions tailored for long-term success. Sustainability also means reducing physical waste and inefficiencies whenever possible.
Every strategy and solution we create is grounded in measurable outcomes, ensuring real value and growth for our clients.
Leadership
James Zimbardi - CEO
James Zimbardi, CEO of Zynergy, leads with a clear purpose: to create lasting impact through innovation, disciplined execution, and values-driven leadership. Under his direction, Zynergy has built a culture that transforms challenges into opportunities—anchored in service, collaboration, and forward-thinking strategy. Every decision reflects a commitment to advancing the long-term interests of clients, empowering them to not only protect wealth but to expand it across generations. By combining cutting-edge digital technologies with practical market expertise, James and his team deliver strategic solutions that enable executives, entrepreneurs, and family offices to achieve their boldest ambitions with confidence and clarity.
Larry McKay, CFA, CTFA - CIO
Larry McKay serves as Chief Investment Officer at Zynergy, where he leads the firm’s investment strategy and portfolio management with a disciplined focus on performance, innovation, and risk management. A seasoned Wall Street veteran, Larry brings more than two decades of experience in managing institutional portfolios, structuring sophisticated investment vehicles, and navigating complex global markets.