Robert Lilien
President bij WISDOMTREE, INC.
Vermogen: 9 M $ op 31-03-2024
Oorsprong van het eerstegraads netwerk van Robert Lilien
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
University of Vermont
91
| College/University | Other Consumer Services | 91 |
| Extinct | Investment Banks/Brokers | 45 | |
| Public Company | Investment Trusts/Mutual Funds | 36 | |
| Subsidiary | Investment Banks/Brokers | 27 | |
Vestigo Ventures LLC
 Vestigo Ventures LLC Investment ManagersFinance Vestigo Ventures LLC (Vestigo Ventures) is a venture capital firm founded in 2016 by Mark Stephen Casady and Ian W Sheridan. The firm is headquartered in Cambridge, Massachusetts.
22
| Private Company | Investment Managers | 22 |
| Public Company | Miscellaneous Commercial Services | 18 | |
Bendigo Partners LLC
 Bendigo Partners LLC Investment ManagersFinance Bendigo Partners LLC (Bendigo partners) is a private equity firm founded in 2008 by Jarrett Lilien. The firm is headquartered in New York.
8
| Private Company | Investment Managers | 8 |
Global Pari-Mutuel Services, Inc.
 Global Pari-Mutuel Services, Inc. Finance/Rental/LeasingFinance Global Pari-Mutuel Services, Inc. develops and markets pari-mutuel wagering technology. The firm provides pari-mutuel gaming and trading hub services. The company was founded by James Allen Egide on January 27, 1997 and is headquartered in New York, NY.
7
| Private Company | Finance/Rental/Leasing | 7 |
Barton Mines Corp.
 Barton Mines Corp. Industrial SpecialtiesProcess Industries Barton Mines Corp. produces garnet abrasives for waterjet cutting, coatings removal, surface preparation and other specialized applications. The company was founded by Henry Hudson Barton in 1878 and is headquartered in Glens Falls, NY.
6
| Subsidiary | Industrial Specialties | 6 |
AdvisorEngine, Inc.
 AdvisorEngine, Inc. Packaged SoftwareTechnology Services AdvisorEngine, Inc. operates as a digital wealth management technology company which engages in integrating private-label robo-advice technology within a full enterprise B2B digital wealth management platform. It focuses online and traditional wealth management processes and workflows to help advisors build deeper relationships with their clients. Its open architecture platform provides fully customizable robo-advisor tools, dashboards to analyze and track business development online account opening and funding, billing, data aggregation and performance reporting. The firm helps investment firms scale their existing business profitably and connect with the next generation of clients and advisors. The company was founded by David Scalzo, Rich Cancro and Vladimir Baranovin in 2014 and is headquartered in New York.
5
| Subsidiary | Packaged Software | 5 |
Jazz Foundation of America
5
| Non-Profit Organization | 5 | |
Kapitall Studios
 Kapitall Studios Packaged SoftwareTechnology Services Kapitall, Inc. operates as an online investment platform. Its platform allows investors to learn about the market, research on stocks and funds, share investing ideas, and build virtual and real brokerage portfolios. The company was founded by Serge Kreiker, Gaspard de Dreuzy, and David Neubert in March 2008 and is headquartered in New York, NY.
1
| Holding Company | Packaged Software | 1 |
Barton International (Australia) Pty Ltd.
 Barton International (Australia) Pty Ltd. Industrial SpecialtiesProcess Industries Barton International (Australia) Pty Ltd. is an Australian company that manufactures and distributes garnet abrasives. The CEO of the private company is Robert Brand.
1
| Private Company | Industrial Specialties | 1 |
Virtu ITG LLC
 Virtu ITG LLC Investment Banks/BrokersFinance Founded in 1987, ITG, Inc. is a broker/dealer headquartered in New York City. They are a subsidiary of Investment Technology Group, Inc. (NYSE: ITG). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research
1
| Subsidiary | Investment Banks/Brokers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Robert Lilien via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| SKYWEST, INC. | Airlines | Director of Finance/CFO Director/Board Member | |
TIAA Real Estate Account
 TIAA Real Estate Account Investment Trusts/Mutual FundsMiscellaneous TIAA Real Estate Account is an insurance company, which offers individual and group accumulating annuity contracts. It also offers individual lifetime and term-certain variable payout annuity contracts including the payment of death benefits to beneficiaries. The company was founded on February 22, 1995 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director/Board Member | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
| ACCESS WORLDWIDE COMMUNICATIONS, INC. | Advertising/Marketing Services | Director/Board Member Director/Board Member | |
Nyfix, Inc.
 Nyfix, Inc. Investment Banks/BrokersFinance NYFIX, Inc. provides electronic trading solutions. It provides value-added informational and analytic services and powerful tools for measuring execution quality. The company is headquartered in New York, NY. | Investment Banks/Brokers | Director of Finance/CFO Chairman Chief Executive Officer | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
E*TRADE Bank
 E*TRADE Bank Regional BanksFinance E*Trade Bank provides banking services. It is the wholly-owned subsidiary of E*TRADE Financial Corp. The company is headquartered in Arlington, VA. | Regional Banks | Director/Board Member President Director/Board Member Director/Board Member Director/Board Member President Director of Finance/CFO President Director/Board Member | |
WisdomTree Trust
 WisdomTree Trust Investment Trusts/Mutual FundsMiscellaneous WisdomTree Trust is a registered investment company that consists of separate investment portfolios called funds. Each Fund is an exchange-traded fund. | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Chairman Director/Board Member Director/Board Member | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Graduate Degree | |
| New York University | College/University | Masters Business Admin Director/Board Member Masters Business Admin Graduate Degree Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| EVERQUOTE, INC. | Internet Software/Services | Founder Consultant / Advisor Director/Board Member Consultant / Advisor | |
Link Ventures LLP
 Link Ventures LLP Investment ManagersFinance Link Ventures LLP (Link Ventures) is a venture capital firm founded in 2006 by David B. Blundin and Rob Chaplinsky. The firm is headquartered in Cambridge, Massachusetts. | Investment Managers | Founder Private Equity Investor Private Equity Investor Private Equity Investor | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree | |
WisdomTree UK Ltd.
 WisdomTree UK Ltd. Investment Banks/BrokersFinance WisdomTree UK Ltd. provides investment solutions. Its products include commodities such as broad, agriculture, livestock and energy, equities such as thematics and single country, currencies such as G10 and emerging markets, short and leveraged such as equities and currencies and fixed income. The company was founded by Graham John Tuckwell, Nik Bienkowski and Gregory John Burgess in 2003 and is headquartered in London, the United Kingdom. | Investment Banks/Brokers | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Jobcase, Inc.
 Jobcase, Inc. Internet Software/ServicesTechnology Services Jobcase, Inc. provides recruitment services. It specializes in customer acquisition, job technology, predictive modelling, job posting, social networking, job alerts, and company search. The company was founded by Frederick James Goff in 2009 and is headquartered in Cambridge, MA. | Internet Software/Services | Founder Director/Board Member Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Cogo Labs, Inc.
 Cogo Labs, Inc. Packaged SoftwareTechnology Services Cogo Labs, Inc. supports new companies to be profitable. It offers engineering, analytics, and design solutions. The company was founded by David Blundin and is headquartered in Cambridge, MA. | Packaged Software | Founder Chief Executive Officer Corporate Officer/Principal | |
| Pace University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Chief Executive Officer Director of Finance/CFO Investor Relations Contact | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
Railz Financial Technologies, Inc.
 Railz Financial Technologies, Inc. Packaged SoftwareTechnology Services Railz Financial Technologies, Inc. provides a single application programming interface to all accounting software service providers. It enables on-demand access to financial transactions, analytics, insights, and reports on small business customers. The company was founded by Derek J. Manuge, Sohaib Zahid and Ron Benegbi and is headquartered in Toronto, Canada. | Packaged Software | Director/Board Member Director/Board Member | |
Aeqium, Inc.
 Aeqium, Inc. Packaged SoftwareTechnology Services Aeqium, Inc. is a company that provides a platform for compensation planning and analysis. The company is based in San Francisco, CA and was founded by Francis Peter McKee, who has been the CEO since incorporation. The company's platform automates the process of integrating people data scattered across systems and spreadsheets in the back office, making it easy to run a comp cycle, manage comp bands, and communicate total rewards to candidates and employees. | Packaged Software | Director/Board Member Director/Board Member | |
Advocate Technologies, Inc.
 Advocate Technologies, Inc. Finance/Rental/LeasingFinance Advocate Technologies, Inc. provides custom loan programs to meet individual needs. The company is based in New York, NY. The company's list of programs is designed to help clients find the right one for them. The company offers post-closing insurance reviews and tracking to ensure compliance. The company's Insurance Operations Platform is designed for lending operations and delivers faster loan closings, better risk management, and happier borrowers. The company was founded by Ashwin Agarwal, who has been the CEO since incorporation. | Finance/Rental/Leasing | Director/Board Member Director/Board Member | |
Dvx Ventures
 Dvx Ventures Investment ManagersFinance Dvx Ventures LLC (Dvx Ventures) is a venture capital firm founded in 2019 by Jon McNeil, Karim Bousta and Henry Vogel. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
SaaSworks, Inc.
 SaaSworks, Inc. Packaged SoftwareTechnology Services SaaSworks, Inc. develops software-as-a-service application. The company was founded by James A. O’Neill and Vipul P. Shah in 2019 and is headquartered in Norwell, MA. | Packaged Software | Director/Board Member Director/Board Member | |
Knowbl LLC
 Knowbl LLC Packaged SoftwareTechnology Services Knowbl LLC is a company that offers an industry-leading AI-powered virtual concierge builder. The company is based in Northville, MI. The company's solution helps businesses save time and increase customer engagement without the need for training, mapping, or coding. Knowbl was founded in 2021 by Jay Wolcott, who has been the CEO since 2021. | Packaged Software | Director/Board Member Director/Board Member | |
Financial Industry Regulatory Authority, Inc.
 Financial Industry Regulatory Authority, Inc. Investment Banks/BrokersFinance Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
| Syracuse University | College/University | Director/Board Member Undergraduate Degree | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Graduate Degree Undergraduate Degree | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin | |
Roots Automation, Inc.
 Roots Automation, Inc. Packaged SoftwareTechnology Services Roots Automation, Inc. provides zero integration services. It offers library of tools, built with AI, unique exception handling capability, realtime management and monitoring solutions. The firm serves the financial, healthcare, insurance, human resources, and IT industries. The company was founded by Chaz Perera and John Cottongim in October 2018 and is headquartered in New York, NY. | Packaged Software | Director/Board Member Director/Board Member | |
Calculum, Inc. (United States)
 Calculum, Inc. (United States) Packaged SoftwareTechnology Services Calculum, Inc. is an American Miami-based company founded in 2020 by Oliver Belin and Tommy Laupsa, with Oliver Belin serving as the CEO since then. The company specializes in financial supply chain analytics, offering an AI-powered platform that helps businesses improve working capital, increase margins, and become more competitive. Calculum also provides market intelligence, resources, and insights on optimizing supply chain metrics. The company offers a partner program that welcomes partners from around the world, with several different partner types available. Calculum's mission is to help companies unlock millions in free cash flow, improve their margins, select the right trading partners, and monitor the risk of supply chain disruptions. | Packaged Software | Director/Board Member Director/Board Member | |
| Amherst College | College/University | Undergraduate Degree Graduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Doctorate Degree Consultant / Advisor | |
| Johnson Graduate School of Management | College/University | Corporate Officer/Principal Masters Business Admin | |
| Brandeis University | College/University | Undergraduate Degree Director/Board Member |
Statistieken
Internationaal
| Verenigde Staten | 47 |
| Verenigd Koninkrijk | 3 |
| Canada | 2 |
Sectoraal
| Consumer Services | 21 |
| Finance | 16 |
| Technology Services | 10 |
| Miscellaneous | 3 |
| Commercial Services | 3 |
Operationeel
| Director/Board Member | 503 |
| Corporate Officer/Principal | 234 |
| Chief Executive Officer | 91 |
| Independent Dir/Board Member | 86 |
| Undergraduate Degree | 85 |
Sterkste connecties
| Insiders | |
|---|---|
| Ronald Fisher | 41 |
| Win Neuger | 40 |
| Asiff Hirji | 36 |
| Mark Casady | 35 |
| Mary Beams | 33 |
| Christopher Dean | 32 |
| Jeffrey B. Lightfoot | 28 |
| C. Cathleen Raffaeli | 27 |
| Darlene DeRemer | 24 |
| Gregory E. Barton | 22 |
| Michael Steinhardt | 20 |
| Daniela Mielke | 19 |
| David Blundin | 19 |
| Michael Nugent | 19 |
| Kevin J. P. O'Hara | 19 |
- Beurs
- Insiders
- Robert Lilien
- Bedrijfsconnecties
