CTOs on the Move

SYSTM Wealth

www.systmwealth.com

 
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.
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details
Daniel Hamer
Director of Technical Product Management Profile

Similar Companies

DRB Financial

DRB Financial Solutions, LLC is all about providing liquidity solutions to businesses and individuals delivered with superior service through its various operating units. DRB Financial Solutions has invested in building a robust platform that can efficiently deliver capital to consumers and small to medium sized businesses. DRB Capital, LLC (www.drbcapital.com) is one of the most trusted annuity buyers in America offering liquidity solutions for individuals interested in selling future payments from a structured settlement or annuity when the existing payment schedule no longer meet their needs. DRB Capital`s senior management team have decades of combined experience purchasing structured settlements and annuities. DRB Capital purchases virtually any type of annuity payments whether guaranteed or life contingent. We also work with insurance companies to provide liquidity solutions to their customers. USClaims (www.usclaims.com) is one of the leading providers of liquidity to people involved in personal injury litigations. USClaims has provided over $300M in funding to individuals and attorneys in personal injury (PI) litigations. With over 20 years of successfully serving the needs of plaintiffs and their attorneys often during lengthy and complicated PI litigation process. DRB Financial Solutions has invested in building synergistic business units and continues to invest in its existing businesses while developing and/or acquiring new businesses. Fundamentally, we are a liquidity solutions platform. We seek out high quality but illiquid intangible property rights and claims that are held by individuals and small/medium sized businesses – we provide a monetization opportunity to the parties holding such assets. We custom craft a liquidity solution for those opportunities and use our origination platform, capital markets access and knowledge to bring a cost effective Liquidity Solution to bear on these types of liquidity mismatches. DRB Financial Solutions is majority owned by Blackstone Tactical Opportunities and a group of investors led by former leaders in the liquidity solutions space.

Xant Corporation

Xant Corporation is a Mobile, AL-based company in the Financial Services sector.

Whelan

Whelan is a Menlo Park, CA-based company in the Financial Services sector.

FIA

FIA is the leading global trade organization for the futures, options and centrally cleared derivatives markets, with offices in Brussels, London, Singapore and Washington, D.C. FIAs membership includes clearing firms, exchanges, clearinghouses, trading firms and commodities specialists from more than 48 countries as well as technology vendors, lawyers and other professionals serving the industry.

Pacific Mortgage Brokers

Pacific Mortgage Brokers is a Laguna Hills, CA-based company in the Financial Services sector.