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SYSTM is a total wealth ecosystem, purposefully built for wealth advisors by wealth advisors. Created by organizations with deep expertise in technology and wealth management, SYSTM changes business as usual for wealth advisors. Comprised of a set of essential wealth management functions, SYSTM provides the technology required to streamline advisors` day-to-day while also curating a marketplace of best-in-class financial products and a suite of world-class thought leadership resources — all on a single platform.
Financial Navigator International is a Mountain View, CA-based company in the Financial Services sector.
Established in 1990, Citadel is a leading global financial institution with a diverse business platform built on a foundation of world-class talent, technology and infrastructure. From proven asset management strategies to a strong capital markets platform, Citadel converts opportunity into results. Citadel operates in the world`s major financial centers including Chicago, New York, London, Hong Kong, San Francisco, Boston and Dallas
Early Warning Services LLC is a Scottsdale, AZ-based company in the Financial Services sector.
Fundera is an online marketplace that connects small business owners with the best funding provider for their businesses. Fundera works with hand-picked, prescreened lenders to assemble the highest quality funding sources for small business owners and ensures borrowers receive fair terms and rates on each loan. The company was co-founded in 2013 by GroupMe co-founder Jared Hecht, successful software entrepreneur Rohan Deshpande and seasoned entrepreneur Andres Moran to bring transparency to the lending process. The company has raised $3.4 million from Khosla Ventures, First Round Capital, Lerer Ventures, SV Angel, and angel investors Strauss Zelnick, Rob Wiesenthal, David Rosenblatt and David Tisch, and is based in New York City.