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

Simmons and Company International Limited

Simmons and Company International Limited is one of the leading companies in Financial Services industry. Simmons and Company International Limited is based in Houston, TX. You can find more information on Simmons and Company International Limited at www.simmonsco-intl.com

Parthenon Capital Partners

Parthenon Capital Partners is a leading mid-market private equity firm based in Boston and San Francisco. Parthenon utilizes niche industry expertise and a deep execution team to invest in growth companies in service industries. Parthenon seeks to be an active and aligned partner to management, either through recapitalization transactions or by backing new executives. Parthenon has particular expertise in business services, financial and insurance services and healthcare, but seeks any service, technology or delivery business with a strong value proposition and proprietary know-how. Parthenon`s investment team has deep experience in corporate strategy, capital markets and operations, enabling the firm to pursue complex, multi-faceted value creation opportunities.

Castlegar Savings Credit Union

Castlegar Savings Credit Union is a Castlegar, BC-based company in the Financial Services sector.

PropertyBridge

PropertyBridge is a Oakland, CA-based company in the Financial Services sector.

USC Education Savings

USC Education Savings is a Mississauga, ON-based company in the Financial Services sector.