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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.
Cyndx is an open technology platform that enhances and empowers all stakeholders in the capital raising and M+A processes. Cyndx identifies growth opportunities for entrepreneurs, investors, and advisors. Unlike other deal-platforms, Cyndx does not operate as a broker-dealer, rather Cyndx equips the user with the analytics, tools, and insights necessary to source, contact, and manage a deal. The Cyndx product suite consists of 3 SaaS platforms, powered by advanced machine-learning algorithms and natural language processing. Cyndx Finder introduces a unique way to identify new business opportunities. Cyndx Finder generates a target list of companies based on semantic functionality and finds the comparable companies for your target in seconds. Cyndx Finder also provides deeper insights into companies’ firmographic backgrounds and financial histories. Cyndx Finder’s powerful algorithmic discovery pulls up companies that you never would have found otherwise. Cyndx Raiser streamlines the deal management process by curating a list of appropriate investors for your expected deal. Cyndx Raiser analyzes your firm’s expected raise, your company’s history, its key players, and the operating industry, while also considering global investment history, individual investor funding histories, and investments in similar spaces to hone in on the most relevant financial investors, strategic investors, and family offices. Utilize the Cyndx Raiser CRM, Data Room, and Deal Profile to understand investor engagement and to further personalize each investor outreach. Cyndx Owner facilitates the management of your company’s cap-table. Stored and secured through the cloud, the Cyndx Owner platform offers a navigable and intuitive way to control and share your firm’s capitalization. Create hypothetical scenarios with waterfall analysis for any potential future strategic financing events and request 409A valuations and ASC 718 compliance for your firm through Cyndx Owner.
Flow Traders NV, formerly Flow Traders BV, is an electronic liquidity provider based in the Netherlands, which specializes in exchange-traded products (ETPs). Through its in-house technology platform, the Firm continuously quotes bid and ask prices for...
Teleos Management is a Stamford, CT-based company in the Financial Services sector.