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Team Hewins

www.teamhewins.com

 
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.
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million
  • www.teamhewins.com
  • 203 Redwood Shores Parkway Suite 550
    Redwood City, CA USA 94065
  • Phone: 833.439.4678

Executives

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SYSTM Wealth

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.