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Team Hewins is an independent wealth management firm with $2.0 billion in assets under advisement. Led by CEO Roger Hewins and a team of eight other Principals, Team Hewins serves as consultants to family wealth and provides personalized, in-house services for financial, investment, and business succession planning. Our focus is serving families with complex financial needs, planning and organizing their financial lives to facilitate their success.
Accord Business Credit is a Toronto, ON-based company in the Financial Services sector.
Effective Pay Practices is a Gloucester, MA-based company in the Financial Services sector.
RCP Advisors provides access to lower middle market private equity fund managers through primary funds-of-funds, secondary funds, and co-investment funds.
USA Financial Services is a New Hyde Park, NY-based company in the Financial Services sector.