Provenance du réseau au premier degré de Matt Perleman
Entité | Type d'entité | Industrie | |
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Advizr, Inc.
Advizr, Inc. Packaged SoftwareTechnology Services Advizr, Inc. operates as a financial software company. Its platform enables financial advisors to aggregate accounts, calibrate plan, socialize, monitor, and data discovery. The company was founded by Hussain Zaidi, Mustapha Baassiri and Jorge Alvarez and is headquartered in New York, NY.
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| Subsidiary | Packaged Software | 8 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Matt Perleman via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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Gibson, Dunn & Crutcher LLP
Gibson, Dunn & Crutcher LLP Miscellaneous Commercial ServicesCommercial Services Gibson, Dunn & Crutcher LLP provides legal services. It offers services to labor, employment, entertainment and media law, toxic torts and other environmental services. The company was founded in 1890 and is headquartered in Los Angeles, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
SEI INVESTMENTS COMPANY | Investment Managers | Chief Tech/Sci/R&D Officer | |
Fiduciary Trust Company International
Fiduciary Trust Company International Investment ManagersFinance Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions. | Investment Managers | Chief Executive Officer | |
UBS | Investment Managers | Corporate Officer/Principal | |
Transparensee Systems, Inc.
Transparensee Systems, Inc. Information Technology ServicesTechnology Services Transparensee provides an integrated search platform with a number of powerful features, including: best-in-class fuzzy matching, structured data navigation and visualization, and free text search. Their core product, the Discovery Engine, is an in-memory index which specializes in understanding the relationships among objects in a data set across hundreds of metadata points. They can handle large volumes of rapidly changing structured, semi-structured, and free text data. | Information Technology Services | Chief Operating Officer | |
Fiduciary Trust International LLC
Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds. | Investment Managers | Chief Executive Officer | |
Folio Dynamics, Inc.
Folio Dynamics, Inc. Packaged SoftwareTechnology Services Folio Dynamics, Inc. provides end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options. The firm's solutions include seamless technology, advisory solutions, DOL fiduciary rule solutions, leveraging expertise, and FDx complete. The company was founded by Joseph Mrak III in 2007 and is headquartered in Secaucus, NJ. | Packaged Software | Director/Board Member | |
Accenture LLP
Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Schnader Harrison Segal & Lewis LLP
Schnader Harrison Segal & Lewis LLP Miscellaneous Commercial ServicesCommercial Services Schnader Harrison Segal & Lewis LLP provides legal services. It has offices in New Jersey, New York, Pennsylvania, California and Washington, DC. The firm practices include more than 30 areas of the law such as corporate law, construction law, bankruptcy, business reorganization, litigation services, mergers and acquisitions and real estate. The company was founded in 1935 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Village Capital & Investment LLC
Village Capital & Investment LLC Finance/Rental/LeasingFinance Village Capital & Investment LLC is a mortgage banking company. Its services include fha refinance, streamline refinance rates and calculator, interest rate reduction refinance loan, va refinance and funding fee. The firm serves the lending needs of individual home buyers and current homeowners. The company is headquartered in Henderson, NV. | Finance/Rental/Leasing | Consultant / Advisor | |
Boston College | College/University | Undergraduate Degree | |
Guilford College | College/University | Undergraduate Degree | |
Villanova University | College/University | Undergraduate Degree | |
University of Durham | College/University | Undergraduate Degree | |
Scivantage, Inc.
Scivantage, Inc. Packaged SoftwareTechnology Services Scivantage, Inc. provides web-based software solutions for the financial services industry. The firm's products include scivantage professional, investor, and maxit. Its services encompass implementation, consulting, custom solutions, and staff augmentation. The company was founded by Adnane Charchour in 2000 and is headquartered in Jersey City, NJ. | Packaged Software | Director/Board Member | |
Junior Achievement of New Jersey, Inc. | Corporate Officer/Principal | ||
The Electronic Transactions Association
The Electronic Transactions Association Miscellaneous Commercial ServicesCommercial Services The Electronic Transactions Association operates as an international trade association for the payment processing industry. It offers electronic transactions processing products and services. The company was founded in 1990 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
The Metropolitan Opera Guild, Inc.
The Metropolitan Opera Guild, Inc. Miscellaneous Commercial ServicesCommercial Services The Metropolitan Opera Guild, Inc. was founded in 1935. The non-profit company is based in New York, NY. The company's mission is to enrich people's lives through a deeper appreciation of opera while supporting the Metropolitan Opera by helping to expand its reach to a wider audience. The company offers tours of the Metropolitan Opera House, Guild School programs that enhance student learning, and the annual Opera News Awards celebration. Additionally, the company offers a subscription to Opera News with a discount of 68% off the cover price and digital access. | Miscellaneous Commercial Services | Director/Board Member | |
Cambrian Consulting LLC
Cambrian Consulting LLC Miscellaneous Commercial ServicesCommercial Services Cambrian Consulting LLC provides management consultancy services. It offers its services to the wealth and asset management, hedge funds and mutual fund companies. The firm also provides strategic reviews, competitor and market analysis and business performance services. The company was founded on April 15, 2008 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Founder | |
Columbia Business School | College/University | Masters Business Admin | |
Yale School of Management | College/University | Masters Business Admin | |
Villanova University School of Law | College/University | Graduate Degree | |
StreetShares, Inc.
StreetShares, Inc. Packaged SoftwareTechnology Services StreetShares, Inc. engaegs in the provision of business financing products to small businesses. It offers small business financing, interest bonds, high yield investments, and community benefits. The company was founded by Mark L. Rockefeller, Mickey Konson, and Ben Shiflet in 2013 and is headquartered in Reston, VA. | Packaged Software | Director/Board Member | |
SenaHill Investment Group LLC
SenaHill Investment Group LLC Investment ManagersFinance SenaHill Investment Group LLC (SenaHill Investment) is a Venture Capital subsidiary of SenaHill Partners LP founded in 2013. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor | |
Fenway Summer Investment Management LLC
Fenway Summer Investment Management LLC Investment ManagersFinance Fenway Summer Investment Management LLC (Fenway Summer) is a venture capital firm founded in 2013 by Raj Date. The firm is headquartered in Washington, District of Columbia. | Investment Managers | Founder | |
Fenway Summer Ventures GP LLC | General Counsel | ||
CircleBlack, Inc.
CircleBlack, Inc. Information Technology ServicesTechnology Services CircleBlack, Inc. develops a wealth management platform. Its technology helps in financial advisory services. The company was founded by John Michel in 2014 and is headquartered in Jersey City, NJ. | Information Technology Services | Director/Board Member | |
Canalyst Financial Modeling Corp.
Canalyst Financial Modeling Corp. Packaged SoftwareTechnology Services Canalyst Financial Modeling Corp. operates as an online library that provides financial models on public equity. It offers portfolio management, investment advisory services, sell side analysis, and investment banking services. The company is headquartered in Vancouver, Canada. | Packaged Software | Chairman | |
Vestwell Holdings, Inc.
Vestwell Holdings, Inc. Internet Software/ServicesTechnology Services Vestwell Holdings, Inc. develops and operates online platform that helps investment advisors evolve their business of retirement investing. It specializes in 401(k) and other defined contribution retirement investment management services. The company was founded by Aaron Schumm in January 2016 and is headquartered in New York, NY. | Internet Software/Services | Director/Board Member | |
Venture Studio, Inc
Venture Studio, Inc Investment ManagersFinance Venture Studio Inc (Venture Studio) is a venture capital firm founded in 2018 by Ryan Falvey and Tyler Griffin. The firm is headquartered in San Francisco, California. | Investment Managers | Consultant / Advisor | |
Emphasis Ventures
Emphasis Ventures Investment ManagersFinance Emphasis Ventures (EMVC) is a venture capital firm founded in 2018 by Melissa Frakman. The firm is headquartered in Washington, District of Columbia. | Investment Managers | Consultant / Advisor | |
Upguppy Media LLC
Upguppy Media LLC Packaged SoftwareTechnology Services Upguppy Media LLC provides web communication software. The American company was founded by Alex Acree. | Packaged Software | Founder | |
FinRegLab, Inc.
FinRegLab, Inc. Miscellaneous Commercial ServicesCommercial Services FinRegLab, Inc. is a nonprofit research organization that conducts experiments with new technologies and data to drive the financial sector towards a responsible and inclusive marketplace. The American company also facilitates discourse across the financial ecosystem to inform public policy and market practices. | Miscellaneous Commercial Services | Director/Board Member | |
Unit Finance, Inc.
Unit Finance, Inc. Packaged SoftwareTechnology Services Unit Finance, Inc. engages in helping technology companies build financial features into products: accounts, cards, payments, and lending. The company was founded by Itai Damti and Doron Somech and is headquartered in San Francisco, CA. | Packaged Software | General Counsel | |
Takoma Group LLC
Takoma Group LLC Investment ManagersFinance Takoma Group LLC (Takoma Group) is an venture capital firm founded in 2019 by Alex Acree. The firm is headquartered in Washington, DC. | Investment Managers | Founder | |
Mitchell Sandler LLC | General Counsel | ||
Promontory Financial Group LLC
Promontory Financial Group LLC Investment ManagersFinance Promontory Financial Group LLC provides strategy, risk management, and regulatory compliance consulting services. It specializes in asset-liability management and liquidity planning, capital planning and analysis, consumer protection, credit services, due diligence, examination and enforcement, financial benchmarks, governance and controls, and securities and derivatives. The company was founded by Eugene A. Ludwig in 2001 and is headquartered in Washington, DC. | Investment Managers | Consultant / Advisor |
Statistiques
Internationale
Etats-Unis | 39 |
Royaume-Uni | 3 |
Suisse | 2 |
Canada | 2 |
Sectorielle
Finance | 15 |
Technology Services | 12 |
Commercial Services | 8 |
Consumer Services | 8 |
Opérationnelle
Director/Board Member | 18 |
Corporate Officer/Principal | 7 |
Consultant / Advisor | 7 |
Founder | 6 |
Private Equity Investor | 6 |
Relations les plus connectées
Insiders | |
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Alex Acree | 19 |
Aron Miodownik | 14 |
John Marshall Dowd | 7 |
Wayne Withrow | 6 |
Hussain Zaidi | 1 |
Mustapha Baassiri | 1 |
Emily Reitan | 1 |
Todd Lee | 1 |
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