James M. Marks
Amministratore Delegato presso WealthHub Solutions, Inc.
Provenienza dei contatti di primo grado di James M. Marks
Entità | Tipo di entità | Settore Industriale | |
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WealthHub Solutions, Inc.
WealthHub Solutions, Inc. Packaged SoftwareTechnology Services WealthHub Solutions, Inc. engages in the provision of enterprise software for fiduciary management. It offers CRM, automated approval process, integrated investment data, legal entity tracking, document management, account onboarding, eSignature, ticklers and task management, distributions, alternative asset tracking, property management, general ledger interfaces, and bill management and payment solutions. The company was founded by Antony Joffe in 2013 and is headquartered in Conshohocken, PA.
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| Holding Company | Packaged Software | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a James M. Marks tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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UNIVEST FINANCIAL CORPORATION | Regional Banks | Director/Board Member | |
RiverWood Bank (Baxter, Minnesota)
RiverWood Bank (Baxter, Minnesota) Savings BanksFinance RiverWood Bank provides business banking services to corporations, institutions, and government firms. The firm sells long-term, fixed-rate mortgages on the secondary market. Its services include personal banking, business banking, and Internet banking. The company was founded in 1910 and is headquartered in Bemidji, MN. | Savings Banks | President | |
Swift Financial Corp.
Swift Financial Corp. Finance/Rental/LeasingFinance Swift Financial Corp. provides financial services to business. It operates as a direct financial services company, which provides small business banking products and services for business owners in the United States. The company also supports numerous partnership programs to expand access to business funding. Swift Financial was founded by Edward A. Harycki in March 2006 and is headquartered in Wilmington, DE. | Finance/Rental/Leasing | Director/Board Member | |
OrthogenRx, Inc.
OrthogenRx, Inc. Pharmaceuticals: MajorHealth Technology OrthogenRx, Inc. focuses on the development and commercialization of treatments for musculoskeletal conditions including osteoarthritis. The company was founded by Michael J. Daley in 2012 and is headquartered in Doylestown, PA. | Pharmaceuticals: Major | Chairman | |
The Bryn Mawr Trust Co.
The Bryn Mawr Trust Co. Investment ManagersFinance Founded in 1889, The Bryn Mawr Trust Co. is a wholly-owned subsidiary of the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. The firm is located in Bryn Mawr, Pennsylvania. | Investment Managers | Corporate Officer/Principal | |
S.R. Snodgrass P.C.
S.R. Snodgrass P.C. Miscellaneous Commercial ServicesCommercial Services S.R. Snodgrass P.C. provides accounting services. It services include banking, assurance, outsourcing, risk management, and tax. The company is headquartered Cranberry Township, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Eastern University | College/University | Director/Board Member | |
The University of Texas at Austin | College/University | Undergraduate Degree | |
Point Park University | College/University | Undergraduate Degree | |
Arena Capital Partners LLC
Arena Capital Partners LLC Investment ManagersFinance Arena Capital Partners LLC (Arena Capital Partners) is an independent private equity firm founded in 1997 by Gerald S. Armstrong. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
American Bankers Association, Inc.
American Bankers Association, Inc. Miscellaneous Commercial ServicesCommercial Services American Bankers Association, Inc. represents, assists and provides support services to banks of different sizes and charters. Its membership includes community, regional, and money center banks and holding companies, as well as savings associations, trust companies, and savings banks. The company was founded in 1875 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
University City Science Center
University City Science Center Investment Trusts/Mutual FundsMiscellaneous University City Science Center provides physical space, resources and other support to the community. The company was founded in 1963 and is headquartered in Philadelphia, PA. | Investment Trusts/Mutual Funds | Director/Board Member | |
Pennsylvania Academy of the Fine Arts
Pennsylvania Academy of the Fine Arts Miscellaneous Commercial ServicesCommercial Services Pennsylvania Academy of the Fine Arts operates as a fine arts school and a museum. The firm offers fine arts education, such as painting, drawing, printmaking, and sculpture. It also archives house materials for the study of American art history, museums, and art training. The company was founded in 1805 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Director/Board Member | |
Univest Bank & Trust Co.
Univest Bank & Trust Co. Regional BanksFinance Part of Univest Financial Corp., Univest Bank & Trust Co. operates as a state chartered commercial bank. The company is based in Souderton, PA. Jeffrey M. Schweitzer has been the CEO of the company since 2007. | Regional Banks | Director/Board Member | |
University of Pennsylvania Press
University of Pennsylvania Press Publishing: Books/MagazinesConsumer Services University of Pennsylvania Press engages in the editing, production, marketing, and publication of researches and educational literature. It also offers books, journals, and periodical issues. The company was founded on March 26, 1890 and is headquartered in | Publishing: Books/Magazines | Chairman | |
Barclays Bank Delaware
Barclays Bank Delaware Regional BanksFinance Barclays Bank Delaware operates as a state chartered commercial bank. It provides credit card issuing services. The firm issues visa and mastercard credit cards, specializing in private label cards. The company was founded in 1966 and is headquartered in Wilmington, DE. | Regional Banks | Director/Board Member | |
The Franklin Institute
The Franklin Institute Other Consumer ServicesConsumer Services The Franklin Institute is a non-profit organization that provides science and technology learning services. The company was founded by Samuel Vaughan Merrick and William H. Keating in Feb 5, 1984 and is headquartered in Philadelphia, PA. | Other Consumer Services | Director/Board Member | |
The Pennsylvania Bankers Association
The Pennsylvania Bankers Association Miscellaneous Commercial ServicesCommercial Services The Pennsylvania Bankers Association is a business association based in Harrisburg, PA. | Miscellaneous Commercial Services | Chairman | |
Energy Plus Holdings LLC
Energy Plus Holdings LLC Electric UtilitiesUtilities Part of NRG Energy, Inc., Energy Plus Holdings LLC provides retail electricity and natural gas services. The company is based in Philadelphia, PA. Energy Plus Holdings was acquired by NRG Energy, Inc. on September 30, 2011 for $190 million. | Electric Utilities | Chief Executive Officer | |
Bryn Mawr Brokerage Co., Inc. | President | ||
Bryn Mawr Asset Management, Inc. | Chairman | ||
Derstine's, Inc.
Derstine's, Inc. Food DistributorsDistribution Services Derstine's, Inc. distributes food and related products to restaurants, taverns, prisons, cafeterias and caterers. The firm offers meat, fish, canned, dry goods and paper products. The company was founded in 1983 by Earl L. Derstine and is headquartered in Sellersville, PA. | Food Distributors | Director/Board Member | |
Fintiv, Inc.
Fintiv, Inc. Miscellaneous Commercial ServicesCommercial Services Fintiv, Inc. develops cloud-based mobile payment systems and marketing software. Its mobile payments platform includes mobile financial services, loyalty programs, and mobile offers for business and retail. The firm serves financial institutions, telcos, retail and government industries. The company was founded by Michael A. Liberty in 2007 and is headquartered in Austin, TX. | Miscellaneous Commercial Services | Director/Board Member | |
Gabriel Investments
Gabriel Investments Investment ManagersFinance Gabriel Investments (Gabriel Investments ) is a venture capital firm founded in 2010. The firm is headquartered in Philadelphia, Pennsylvania. | Investment Managers | Private Equity Investor | |
BizEquity LLC
BizEquity LLC Packaged SoftwareTechnology Services BizEquity LLC engages in provision of online business evaluation software for small and medium businesses. It offers business valuation, advisor office, accountant office, and banker office. The company was founded by Michael M. Carter in 2011 and is headquartered in Wayne, PA. | Packaged Software | Chairman | |
Trustees of the University of Pennsylvania
Trustees of the University of Pennsylvania Investment Trusts/Mutual FundsMiscellaneous Trustees of The University of Pennsylvania engages in the provision of social services. The company was founded in 1740 and is headquartered in Philadelphia, PA. | Investment Trusts/Mutual Funds | Director/Board Member | |
FS OneEquity Partners Co. LP
FS OneEquity Partners Co. LP Financial ConglomeratesFinance FS OneEquity Partners Co. LP operates as an early stage company. The company is headquartered in Philadelphia, PA. | Financial Conglomerates | Director/Board Member | |
Institute For New Economic Thinking
Institute For New Economic Thinking Miscellaneous Commercial ServicesCommercial Services The Institute for New Economic Thinking is an organization that aims to advance economic thought and challenge conventional wisdom. The non-profit company is based in New York, NY. The company's goal is to create an open environment for generating and discussing economic ideas. The Institute was founded in 2009 by George Soros, William Hall Janeway, James Laurence Balsillie. | Miscellaneous Commercial Services | Director/Board Member | |
Genome Profiling LLC
Genome Profiling LLC Packaged SoftwareTechnology Services Genome Profiling LLC provides software platform to discover novel epigenetic biomarkers. The firm offers its services to researchers and clinicians to tailor diagnostics and therapies for the needs of individual patients. The company was founded by Jeb Connor and Adam Marsh and is headquartered in Wayne, PA. | Packaged Software | Director/Board Member | |
FS Credit Real Estate Income Trust, Inc.
FS Credit Real Estate Income Trust, Inc. Investment Trusts/Mutual FundsMiscellaneous FS Credit Real Estate Income Trust, Inc. engages in the acquisition and management of portfolio of senior loans secured by commercial real estate. It also invests across property types such as office, multifamily, mixed use, hospitality, retail, and industrial. The company was founded on November 7, 2016 and is headquartered in Philadelphia, PA. | Investment Trusts/Mutual Funds | Director/Board Member | |
1867 Capital Partners | Corporate Officer/Principal | ||
Fintegra LLC (Pennsylvania)
Fintegra LLC (Pennsylvania) Finance/Rental/LeasingFinance Fintegra LLC engages in the provision of financial services. It offers funds to small businesses. The company was founded by Bret Dunlap and is headquartered in King of Prussia, PA. | Finance/Rental/Leasing | Director/Board Member | |
Creditly Corp.
Creditly Corp. Information Technology ServicesTechnology Services Creditly Corp. provides technological services. The company is headquartered in Bryn Mawr, PA. | Information Technology Services | Director/Board Member | |
Mach49 LLC
Mach49 LLC Miscellaneous Commercial ServicesCommercial Services Mach49 LLC operates as a growth incubator. It focuses on accelerating and development of venture workforce inside large corporations. The company was founded by Linda Yates and Maxim Ermilov is headquartered in Portola Valley, CA. | Miscellaneous Commercial Services | Director/Board Member | |
USA Nordic Sport, Inc. | Director/Board Member | ||
Sri Capital
Sri Capital Investment ManagersFinance Sri Capital (Sri Capital) is venture capital firm founded in 2007. Sri Capital headquartered in the US. | Investment Managers | Consultant / Advisor |
Statistiche
Distribuzione geografica
Stati Uniti | 43 |
India | 2 |
Settori
Finance | 16 |
Commercial Services | 10 |
Consumer Services | 6 |
Miscellaneous | 4 |
Technology Services | 4 |
Posizioni
Director/Board Member | 25 |
Chairman | 8 |
President | 7 |
Corporate Officer/Principal | 4 |
Chief Executive Officer | 3 |
Contatti più connessi
Insiders | |
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Thomas Petro | 24 |
Richard Vague | 21 |
Antony Joffe | 1 |
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