Team Hewins - Crunchbase Company Profile & Funding

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Overview

Team Hewins

Heat Score

56

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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See more interactive data and historical milestones on desktop for the best experience

About Team Hewins

CB Rank

1029423

Team Hewins provides investment management and financial planning services.

Founded

obfuscation

Private

Redwood City, California, United States

Financial Services

Wealth Management

Details

Legal Name

Team Hewins, LLC

Operating Status

Active

Company Type

For Profit

Phone Number

(650) 620-3040

Contact Email

info@teamhewins.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Awards

Products & Services

Holistic Financial Planning

Comprehensive financial planning that includes budgeting, investment strategy, retirement planning, tax optimization, insurance, and estate planning.

Investment Management

Management of investment portfolios using strategies based on Nobel Prize-winning research to align with clients' financial goals and risk tolerance.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

Contacts

News

News and Press

News•

Jul 25, 2018

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Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

Monthly Web Visits

755

-75.34%

in past month

IT Spend

$1.1M

This year,

is projected to spend

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Google Maps	100
Clover	95
Fixed Income Investment Management Software	92

Actively Used Products

18

uses

18

technology products and services including

,

Google Tag Manager

, and

, according to G2 Stack.

Active Website Tech Count

10

is actively using

10

technologies for its website, according to BuiltWith. These include

,

, and

.

Total IP

2

has registered

trademarks with the most popular class being '

Insurance; financial affairs

', according to IPqwery.

Lists Featuring This Company

Lists Featuring This Company

Redwood City Companies

1,473 Number of Organizations • $49.8B Total Funding Amount • 2,994 Number of Investors

Advice Companies With Less Than $10M in Revenue (Top 10K)

8,825 Number of Organizations • $6B Total Funding Amount • 1,009 Number of Investors

Western US Wealth Management Companies

4,135 Number of Organizations • $22.5B Total Funding Amount • 847 Number of Investors

Silicon Valley Companies With More Than 10 Employees (Top 10K)

9,822 Number of Organizations • $1T Total Funding Amount • 30,628 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

's headquarters?

is located in

Redwood City, California, United States

.

Who are

's competitors? Alternatives and possible competitors to

may include

HighTower Advisors

,

, and

.