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We created the world`s most integrated and unified WealthTech platform. Advisor360° was thoughtfully built for wealth management enterprises with the purpose of driving advisor, support staff, and enterprise productivity.
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.
United Mortgage Finance Inc is a North Haven, CT-based company in the Financial Services sector.
Fuelman is a Norcross, GA-based company in the Financial Services sector.
K G Loan Consultants is a Irvine, CA-based company in the Financial Services sector.