Jonathan P. Straub
Directeur/Bestuurslid bij OpenAdvisor Technologies, Inc.
Oorsprong van het eerstegraads netwerk van Jonathan P. Straub
Entiteit | Type entiteit | Industrie | |
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OpenAdvisor Technologies, Inc.
OpenAdvisor Technologies, Inc. Packaged SoftwareTechnology Services OpenAdvisor Technologies, Inc. is the creator of Vanilla, an estate planning and wealth management software designed for financial advisors. The company is based in Los Angeles, CA. Vanilla enables advisors to provide more value to their clients and attract new prospects without requiring any specialized expertise. The company was founded in 2019 by Steven David Lockshin and David Hauser. Gene M. Farrell has been the CEO of the company since 2022.
6
| Holding Company | Packaged Software | 6 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jonathan P. Straub via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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IBM | Packaged Software | Director/Board Member | |
Venrock Associates
Venrock Associates Investment ManagersFinance Venrock Associates is an Independent Venture Capital firm founded in 1969. The firm is headquartered in Palo Alto. | Investment Managers | Private Equity Investor Consultant / Advisor | |
SMARTSHEET INC. | Packaged Software | Corporate Officer/Principal | |
Axiom Global, Inc.
Axiom Global, Inc. Miscellaneous Commercial ServicesCommercial Services Axiom Global, Inc. engages in the provision of legal services. Its solution areas include privacy, contracts, intellectual property, corporate and securities, labor and employment, regulation and compliance, real estate, mergers and acquisition, derivatives, and litigation. It serves to the technology, life sciences, industrials, and consumer and financial services industries. The company was founded by Mark Harris and Alexander Guettel in 2000 and is headquartered in New York. NY. | Miscellaneous Commercial Services | Director/Board Member | |
LeanTaaS, Inc.
LeanTaaS, Inc. Medical/Nursing ServicesHealth Services LeanTaaS, Inc. operates as a software firm. It offers LeanTaaS iGroup, a cloud-based suite of predictive analytics products that helps insurance carriers and self-insured employers reduce workers? compensation medical costs by identifying anomalies and key drivers; and LeanTaaS iQueue, a product line that helps hospitals lower wait times and increase patient volumes by optimizing patient pathways with data-driven optimizations. The company was founded by Mohan Giridharadas in 2010 and is headquartered in Santa Clara, CA. | Medical/Nursing Services | Director/Board Member | |
Skilljar, Inc.
Skilljar, Inc. Packaged SoftwareTechnology Services Skilljar, Inc. provides online courses. It offers online training platform, salesforce integration, certifications engine, and data connector. The company was founded by Jason Stewart and Sandi Lin in 2013 and is headquartered in Seattle, WA. | Packaged Software | Director/Board Member | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
University of Pennsylvania | College/University | Graduate Degree | |
Insight Venture Management LLC
Insight Venture Management LLC Investment ManagersFinance Insight Venture Management LLC (Insight Venture Partners) is a private equity and venture capital firm, a subsidiary of Insight Holdings Group LLC founded in 1995 by Jeffrey L. Horing and Jerry Fred Murdock. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Matrix Management Corp.
Matrix Management Corp. Investment ManagersFinance Matrix Management Corp. (Matrix Partners) is a venture capital firm founded in 1977 by Paul Ferri. The firm is headquartered in Cambridge, Massachusetts with additional offices in China and India. | Investment Managers | Private Equity Investor | |
Kroll LLC
Kroll LLC Investment ManagersFinance Kroll LLC provides global advisory services. It offers valuation advisory; governance, risk, investigation, and disputes; kroll cyber risk, corporates finance, and compliance and regulatory consulting. The company was founded by William Duff and George Phelps in 1932 and is headquartered in New York, NY. | Investment Managers | Director/Board Member | |
University of Maryland | College/University | Undergraduate Degree | |
LeaseAccelerator, Inc.
LeaseAccelerator, Inc. Packaged SoftwareTechnology Services LeaseAccelerator, Inc. provides web-based enterprise lease management solutions. It offers lease accounting, SAP lease accounting, equipment lease management, lease administration, and managed services. The company was founded by Michael Keeler in 2003 and is headquartered in Reston, VA. | Packaged Software | Director/Board Member | |
Bestinvest (Consultants) Ltd.
Bestinvest (Consultants) Ltd. Investment Banks/BrokersFinance Part of Platinum L.P. Guernsey Ltd., Bestinvest (Consultants) Ltd. is a British company that has been helping people achieve their investment goals since 1986. The company is based in London, UK. Bestinvest offers a digital toolkit for investors, expert coaching, and competitive pricing. The company provides access to a wide range of investments, including shares, investment trusts, and ETFs, with thousands of funds to choose from. Bestinvest also offers regular insights to help investors make informed decisions. Additionally, the company provides information on investing in shares and staying invested during retirement. | Investment Banks/Brokers | Director/Board Member | |
Amazon Web Services, Inc.
Amazon Web Services, Inc. Data Processing ServicesTechnology Services Amazon Web Services, Inc. engages in provision of information technology infrastructure services. Its solutions include archiving, backup and restore, blockchain, business applications, containers, content delivery, database migrations, data lakes and analytics, development operations, e-commerce, high performance computing, hybrid cloud architectures, Internet of Things, mobile services, modern application development, scientific computing, serverless computing, and websites. The company was founded by Andrew R. Jassy in 2006 and is headquartered in Seattle, WA. | Data Processing Services | Corporate Officer/Principal | |
Goizueta Business School-Emory | College/University | Masters Business Admin | |
Fortigent LLC
Fortigent LLC Investment ManagersFinance Fortigent LLC provides wealth management solutions and consulting services to independent advisors. The company was founded in 1994 and is headquartered in Rockville, MD. | Investment Managers | Founder | |
Apttus Corp.
Apttus Corp. Packaged SoftwareTechnology Services Apttus Corp. engages in the provision of platform that allows enterprises to automate and optimize the most critical revenue and commercial relationship management processes. Its solutions include quote-to-cash, configure price quote, contract management, revenue management, e-commerce, artificial intelligence-mas, and x-author. The company was founded by Kirk Krappe and Neehar Giri in 2006 and is headquartered in San Mateo, CA. | Packaged Software | Director/Board Member | |
AppExtremes LLC
AppExtremes LLC Packaged SoftwareTechnology Services AppExtremes LLC engages in the development of cloud-based document generation and reporting applications for sales force customers worldwide. It offers contract and document automation, and sales and support automation solutions. The company was founded by Mark Whiteside and Michael Markham in 2006 and is headquartered in Broomfield, CO. | Packaged Software | Director/Board Member | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
AdvicePeriod LLC
AdvicePeriod LLC Investment ManagersFinance AdvicePeriod LLC is a wealth management firm headquartered in Los Angeles, California. The firm was founded by Steven Lockshin in 2013 and is majority owned by Mariner Wealth Advisors LLC. AdvicePeriod provides advisory services to individuals, trusts, estates, family entities, charitable organizations, corporations, and other business entities. | Investment Managers | Chief Executive Officer | |
School of Engineering & Applied Science | College/University | Undergraduate Degree | |
6Sense Insights, Inc.
6Sense Insights, Inc. Packaged SoftwareTechnology Services 6 Sense Insights, Inc. provides predictive intelligence platform for marketing and sales. It specializes in predictive intelligence, predictive marketing, B2B marketing, and predictive sales. The company was founded by Dustin Chang, Amanda Kahlow, Viral Bajaria, Premal Shah,and Shane Moriah in April 2013 and is headquartered in San Francisco, CA. | Packaged Software | Director/Board Member | |
Templafy ApS
Templafy ApS Packaged SoftwareTechnology Services Templafy ApS provides cloud-based template management system. It enables organizations to easily implement and maintain business document templates for each employee. Its platform helps to create on-brand and legally compliant documents -whenever and from wherever. The firm serves banking, finance, consulting firm, educational institutions, government agencies and insurance industries. The company was founded by Christian Lund, Morten Hald Mortensen, Jakob Bjersing, Jeppe Schytte-Hansen and Henrik Printzlau in 2014 and is headquartered in Copenhagen, Denmark. | Packaged Software | Director/Board Member | |
Rhyme Software Corp.
Rhyme Software Corp. Packaged SoftwareTechnology Services Rhyme Software Corp. develops electronic prior authorization solution. Its enables healthcare providers and payers to leverage a single platform to submit, monitor and complete the prior authorization process. The firm’s platform eliminates the need for lengthy phone calls, cumbersome faxing, using a myriad of portals, and filling out many different authorization forms. The company was founded by Amol Arora and Joe Anstine in 2016 and is headquartered in Columbus, OH. | Packaged Software | Director/Board Member | |
Skupos, Inc.
Skupos, Inc. Packaged SoftwareTechnology Services SKUPOS, Inc. provides convenience stores, distributors, and brands with a clear view into real-time inventory, ordering, sales, and provides critically-timed marketing opportunities. Its specialties include productivity, business intelligence, business analytics, data analytics, retail automation, distribution automation and cpg data. The firm provides real-time insight into customer inventory and market basket data. The company was founded by Jake Bolling, Mike Glassman and Linh Nguyen in December 2015 is headquartered in San Francisco, CA. | Packaged Software | Director/Board Member | |
Florence Healthcare, Inc.
Florence Healthcare, Inc. Packaged SoftwareTechnology Services Florence Healthcare, Inc. engages in the provision of clinical research through software for managing documents and data flow. It offers eBinder suite that replaces paper investigator site files, trial master files and source binders with a shared platform. The company was founded by Ryan Jones, Andres Garcia, and Michael Kassin and is headquartered in Atlanta, GA. | Packaged Software | Director/Board Member | |
Just Invest Systems, Inc.
Just Invest Systems, Inc. Packaged SoftwareTechnology Services Just Invest Systems, Inc. engages in the provision of investment solutions to investment advisers. Its solutions include Panorama and Kaleidosope. The company was founded by Alan Cummings, Jonathan Hudacko, and Vijay Rao in 2016 and is headquartered in Oakland, CA. | Packaged Software | Director/Board Member | |
SimpleNexus LLC
SimpleNexus LLC Packaged SoftwareTechnology Services Simplenexus LLC develops mobile mortgage application. It specializes in mobile apps, mortgage apps, iOS, android, mortgage calculations, document imaging, realtor relations, lending, calyx, web, javascript and cloud computing. The company was founded by Matt Hansen and Dave Stevenson in 2010 and is headquartered in Lehi, UT. | Packaged Software | Director/Board Member | |
Skience LLC
Skience LLC Investment ManagersFinance Skience LLC engages in the provision of cloud based wealth management system. The company was founded by Sanjeev Kumar and Kripa Shetty in 2001 and is headquartered in Herndon VA. | Investment Managers | Director/Board Member | |
Index Fund Advisors Ltd.
Index Fund Advisors Ltd. Investment ManagersFinance Index Fund Advisors Ltd. provides financial planning and investment advisory services. Its services include lifestyle, tax and structural, pension, retirement and index growth planning. The company was founded by Noel Farrelly and Les Phillips in 2004 and is headquartered in Sutton Coldfield, the United Kingdom. | Investment Managers | Director/Board Member | |
Vanguard Personalized Indexing Management LLC
Vanguard Personalized Indexing Management LLC Investment ManagersFinance Vanguard Personalized Indexing Management LLC (VPIM) is a registered investment advisor headquartered in Oakland, California. The firm was founded by Jonathan Hudacko, Vijay Rao and Alan Cummings in 2016 as Just Invest LLC and became Vanguard Personalized Indexing Management LLC in 2022. It is a subsidiary of Just Invest Systems, Inc., ultimately held by The Vanguard Group, Inc. VPIM provides professional portfolio management services to Registered Investment Advisor (RIA) firms and wealth managers who service individuals, families, family offices and small endowments and foundations. | Investment Managers | Director/Board Member | |
AppExtremes Group Holdings LLC
AppExtremes Group Holdings LLC Packaged SoftwareTechnology Services AppExtremes Group Holdings LLC provides software solutions for contract lifecycle management, workflow and content automation. The company was founded in 2015 and is headquartered in Broomfield, CO. | Packaged Software | Director/Board Member | |
Cycode Ltd.
Cycode Ltd. Packaged SoftwareTechnology Services Cycode Ltd. engages in the provision of source code control, detection and response solutions. It helps security teams detects anomalies in source code access, movement, and manipulation. The company was founded by Lior Levy and Ronen Slavin and is headquartered in Tel Aviv Jaffa, Israel. | Packaged Software | Director/Board Member | |
Altruist Corp.
Altruist Corp. Packaged SoftwareTechnology Services Altruist Corp. engages in the operations of a digital investment platform that helps financial advisors. It provides management and advisory services . The company was founded by Jason Wenk on September 10, 2018 and is headquartered in Venice, CA. | Packaged Software | Director/Board Member Director/Board Member | |
Nexii Building Solutions, Inc.
Nexii Building Solutions, Inc. Building ProductsProducer Manufacturing Nexii Building Solutions, Inc. is a Canadian green construction technology company that designs and manufactures sustainable, cost-efficient, and resilient high-performance buildings and green building products. The company is based in Vancouver, Canada. and has subsidiaries in Canada and Germany. Nexii's approach to construction requires fewer resources, produces far less waste, and uses recyclable materials with significantly longer life cycles. The company was founded in 2018 by Ben Dombowsky, Michael Dombowsky, and the CEO is Stephen Sidwell. | Building Products | Director/Board Member | |
Agora Real Estate Technologies Ltd.
Agora Real Estate Technologies Ltd. Packaged SoftwareTechnology Services Agora Real Estate Technologies Ltd. engages in the development and distribution of real estate management software. Its product is Agora, a software that automates back-office operations and provides research and reporting tools for marketing. The company was founded by Noam Kahan, Bar Mor, and Lior Dolinski in 2017 and is headquartered in Tel Aviv, Israel. | Packaged Software | Director/Board Member | |
Evelyn Partners Group Ltd.
Evelyn Partners Group Ltd. Investment ManagersFinance Evelyn Partners Group Ltd. engages in the provision of wealth management and professional services. The company was founded on September 1, 2020 and is headquartered in the United Kingdom. | Investment Managers | Director/Board Member | |
Vanti Analytics Ltd.
Vanti Analytics Ltd. Packaged SoftwareTechnology Services Vanti Analytics Ltd. provides a self-service SaaS platform built for electronics manufacturers. The company was founded by Nir Osiroff and Smadar David and is headquartered in Tel Aviv, Israel. | Packaged Software | Director/Board Member | |
VELOCITY MERGER CORP. | Financial Conglomerates | Director/Board Member | |
AtomicJar, Inc.
AtomicJar, Inc. Packaged SoftwareTechnology Services AtomicJar, Inc. provides tools for software developers. The company is based in Newark, NJ. The company was founded in 2021 by Sergei Egorov, Richard North. Sergei Egorov has been the CEO since 2021. | Packaged Software | Director/Board Member | |
Steve Lockshin LLC | Corporate Officer/Principal | ||
Haus Analytics, Inc.
Haus Analytics, Inc. Data Processing ServicesTechnology Services Haus Analytics, Inc. provides data analytics and technology services. The company is based in San Francisco, CA. The company was founded by Zachary Joel Epstein. Zachary Joel Epstein has been the CEO since incorporation. | Data Processing Services | Director/Board Member | |
USRowing Foundation | Chairman | ||
Carson Group, Inc.
Carson Group, Inc. Investment ManagersFinance Carson Group, Inc. provides financial advisory services. It offers coaching and partnership services to advisor firms and straightforward financial advice to the investing public. The company was founded by Ronald Lloyd Carson Jr. and is headquartered in Omaha, NE. | Investment Managers | Director/Board Member | |
Evelyn Partners Investment Services Ltd.
Evelyn Partners Investment Services Ltd. Investment ManagersFinance Part of Smith & Williamson Holdings Ltd., Evelyn Partners Investment Services Ltd. is a leading integrated wealth management and professional services group based in London, UK. Evelyn Partners' experts provide professional advice to help clients structure their finances tax-efficiently and use available tax allowances. The British company also offers transformation and optimization services to enhance profit, strategy, and performance. The company specializes in wealth, accountancy, and business advisory services and has been in operation since 1836. The company was founded in 1970. The CEO is Christopher Kevin Woodhouse. | Investment Managers | Director/Board Member |
Statistieken
Internationaal
Verenigde Staten | 42 |
Verenigd Koninkrijk | 5 |
Israël | 4 |
Denemarken | 2 |
Canada | 2 |
Sectoraal
Technology Services | 22 |
Finance | 19 |
Consumer Services | 7 |
Commercial Services | 2 |
Health Services | 2 |
Operationeel
Director/Board Member | 65 |
Chief Executive Officer | 16 |
Corporate Officer/Principal | 13 |
Chairman | 8 |
Undergraduate Degree | 7 |
Sterkste connecties
Insiders | |
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Bill McNabb | 34 |
Nicholas Beim | 28 |
Jonathan Rosenbaum | 27 |
Steven David Lockshin | 12 |
Robert Lee Thornton | 10 |
Gene M. Farrell | 6 |
- Beurs
- Insiders
- Jonathan P. Straub
- Bedrijfsconnecties