Lowell Putnam
Direttore/Membro del Consiglio presso The Reserve Trust Co.
Provenienza dei contatti di primo grado di Lowell Putnam
Entità | Tipo di entità | Settore Industriale | |
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The Reserve Trust Co.
The Reserve Trust Co. Packaged SoftwareTechnology Services The Reserve Trust Co. develops and delivers application programming interface for financial industries. The firm offers independent custody and trust management services. The company was founded by Geoffrey Rempel, Dennis Gingold and Justin Guilder is headquartered in Greenwood Village, CO.
14
| Holding Company | Packaged Software | 14 |
Quovo, Inc.
Quovo, Inc. Investment ManagersFinance Quovo, Inc. develops and markets a platform that provides financial analytics, data management, and insights to small- and mid-sized investors. It offers Quovo that automatically fetches, normalizes, and reconciles portfolio data from across financial institutions from retail brokerages to prime brokerages, custodians, and mutual fund families. The company was founded by Lowell Putnam, Michael DelMonte and Niko Karvounis in 2010 and is headquartered in New York, NY.
6
| Subsidiary | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Lowell Putnam tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Novak Biddle Venture Partners
Novak Biddle Venture Partners Investment ManagersFinance Novak Biddle Venture Partners (Novak Biddle Venture) is a venture capital firm founded in 1997 by Biddle III A. G. W. and Novak Jr E Rogers. The firm is headquartered in Bethesda, Maryland. | Investment Managers | Private Equity Analyst | |
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 | |
FLYWIRE CORPORATION | Regional Banks | Chief Executive Officer Director/Board Member | |
The Wharton School of the University of Pennsylvania | College/University | Graduate Degree Masters Business Admin | |
Ardent Venture Partners LLC
Ardent Venture Partners LLC Investment ManagersFinance Ardent Venture Partners LLC (Ardent Venture Partners) is a venture capital firm founded in 2020 by Phil L. Bronner and Philip Richard Herget. The firm is headquartered in Washington, District of Columbia. | Investment Managers | Founder Chief Executive Officer | |
Tradier, Inc.
Tradier, Inc. Packaged SoftwareTechnology Services Tradier, Inc. engages in the provision of brokerage and cloud-based financial services. It offers trading, real-time market data, and account opening and funding for investors, advisors, and funders. The company was founded by Dan Raju, Jeyashree Chidambaram, Peter Laptewicz, Steve Agalloco, and Jason Barry in 2012 and is headquartered in Charlotte, NC. | Packaged Software | Director/Board Member | |
Impresa Management LLC
Impresa Management LLC Investment ManagersFinance Impresa Management LLC(Impresa Management) is a Private Equity/Venture Capital firm, a subsidiary of Devonshire Investors LLC founded in 1946.The firm is headquartered in Boston. | Investment Managers | Private Equity Investor | |
Sensoria, Inc.
Sensoria, Inc. Wholesale DistributorsDistribution Services Sensoria, Inc. engages in delivering a family of body-sensing devices for the human foot. The firm provides fitness, sports, health biotech, mobile apps, sensors and wearable products. It offers smart garments for multiple activities that include t-shits sleeveless, running system for men, Renault sport shirt, additional sensoria fitness socks and heart rate monitor products. The company was founded by David Jegen, Davide Vigano, Maurizio Macagno and Mario Esposito in 2010 and is headquartered in Redmond, WA. | Wholesale Distributors | Corporate Officer/Principal | |
Harvard Law School | College/University | Graduate Degree | |
Flywire Global Corp.
Flywire Global Corp. Packaged SoftwareTechnology Services Part of Flywire Corp., Flywire Global Corp. is a company that provides payment software services. The company is based in Boston, MA. | Packaged Software | President | |
Babson College | College/University | Undergraduate Degree | |
Credifi Corp.
Credifi Corp. Real Estate DevelopmentFinance Credifi Corp. operates as a data platform that serves the commercial real estate finance market. It offers CrediFi Loan Leads, Diligence, Monitor, Edge, Complete, and Feed. The company was founded by Ely Razin in 2014 and is headquartered in New York, NY. | Real Estate Development | President | |
CAST SA | Packaged Software | Corporate Officer/Principal | |
THOMSON REUTERS CORPORATION | Internet Software/Services | Sales & Marketing | |
PerTrac Financial Solutions LLC
PerTrac Financial Solutions LLC Packaged SoftwareTechnology Services PerTrac Financial Solutions LLC provides analytic and workflow solutions for investment and financial services firms. The company was founded by Milton Baehr and Frank B. Smith in 1996 and is headquartered in New York, NY. | Packaged Software | President | |
SOUND POINT ACQUISITION CORP I, LTD | Financial Conglomerates | Director/Board Member | |
SimplyWise, Inc.
SimplyWise, Inc. Packaged SoftwareTechnology Services SimplyWise, Inc. provides retirement software solutions. It collects information and show a timeline of client's future income over the coming years, then surface opportunities to maximize income in retirement. The company was founded by Simnan Abbas and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
Shake Labs, Inc.
Shake Labs, Inc. Packaged SoftwareTechnology Services Shake Labs, Inc. develops software application. The company was founded by Jean Amiouny and Roy Breidi and is headquartered in Montreal, Canada. | Packaged Software | Director/Board Member | |
Sewanee-The University of the South | College/University | Undergraduate Degree | |
Nvio Pagos México, SAPI de CV
Nvio Pagos México, SAPI de CV Miscellaneous Commercial ServicesCommercial Services Bitso SAPI de CV provides bitcoin transaction services. Its platform provides funding and withdrawal options; and enables users to finance their account in person at various locations in Mexico. The company was founded by Daniel Vogel, Pablo Gonzalez and Ben Peters in 2014 and is headquartered in Mexico City, Mexico. | Miscellaneous Commercial Services | Director/Board Member | |
Trellis Technologies, Inc.
Trellis Technologies, Inc. Internet Software/ServicesTechnology Services Trellis Technologies, Inc. is an insurtech start-up that provides an API for insurance information. The company is based in Bethesda, CA. The company's embedded and secure pre-fill solution accelerates digital customer acquisition, making it a cost-effective way to reach more target customers. The company offers the industry's first end-to-end platform for finding, comparing, and purchasing personal insurance. Trellis partners with b2c fintechs and financial institutions to help them engage users and be at the forefront of the evolution. The company was founded by Daniel Demetri, who has been the CEO since incorporation. | Internet Software/Services | Director/Board Member | |
Capchase, Inc.
Capchase, Inc. Internet Software/ServicesTechnology Services Capchase, Inc. operates as an online platform for getting cash from accounts receivable. The company was founded by Miguel Fernández Larrea, Luis Basagoiti Marqués, Przemek Gotfryd and Ignacio Moreno Pubul and is headquartered in Cambridge, MA. | Internet Software/Services | Director/Board Member | |
Velocity Platform LLC
Velocity Platform LLC Investment Banks/BrokersFinance Velocity Platform LLC engages in the provision of money services. The company is headquartered in New York, NY. | Investment Banks/Brokers | Chief Executive Officer | |
Princeton University | College/University | Undergraduate Degree | |
1upHealth, Inc.
1upHealth, Inc. Internet Software/ServicesTechnology Services 1upHealth, Inc. engages in the provision of data interoperability between healthcare systems. It offers CMS rule player platform, EHR integration, FHIR API platform, provider application, connect API, and patient application. The company is headquartered in Boston, MA. | Internet Software/Services | Director/Board Member | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity | |
Stanford University | College/University | Undergraduate Degree | |
Arcadia Power, Inc.
Arcadia Power, Inc. Miscellaneous Commercial ServicesCommercial Services Arcadia Power, Inc. provides renewable energy. The firm offers renewable energy solutions for houses, apartments, and businesses. Its programs include bill pay, wind energy, price alerts and community solar. The company was founded by Kiran Bhatraju and Ryan Nesbitt in January 2014 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
I(X) Investments LLC
I(X) Investments LLC Financial ConglomeratesFinance I(X) Investments LLC operates as a holding company with interest in banking and financial services. It invests in renewable energy, green real estate development, housing, gender equality, technology and information, waste reduction, and food and agriculture sector. The company was founded by Trevor Neilson and Howard W. Buffet in 2015 and is headquartered in New York, NY. | Financial Conglomerates | 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 | |
The FinTech Sandbox, Inc.
The FinTech Sandbox, Inc. Miscellaneous Commercial ServicesCommercial Services The FinTech Sandbox, Inc. is a non-profit organization that offers free access to important datasets and resources to help entrepreneurs build their early-stage fintech products through its data access residency program. The non-profit company is based in Boston, MA and was founded by David Jegen. The program has already helped over 310 startups, who in turn collaborate with current and past residents to share knowledge and advancements. Additionally, the company oversees initiatives such as Fintech Week and Mass Fintech Hub, which are aimed at making the Commonwealth a leader in fintech. | Miscellaneous Commercial Services | Founder | |
University of Miami
University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree | |
Webs, Inc.
Webs, Inc. Internet Software/ServicesTechnology Services Webs, Inc. operates an online marketing platform. The firm offers templates and website builders allow users to build their own professional websites for small businesses, personal blogs, and hubs. The company was founded by Haroon Mokhtarzada and Zeki Mokhtarzada in 2001 and is headquartered in Waltham, MA. | Internet Software/Services | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 32 |
Canada | 4 |
Francia | 2 |
Regno Unito | 2 |
Messico | 2 |
Settori
Technology Services | 16 |
Finance | 11 |
Consumer Services | 8 |
Commercial Services | 5 |
Distribution Services | 2 |
Posizioni
Director/Board Member | 64 |
Corporate Officer/Principal | 16 |
Founder | 10 |
Chief Executive Officer | 8 |
Private Equity Investor | 7 |
Contatti più connessi
Insiders | |
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Phil Bronner | 33 |
Edwin May | 17 |
David Jegen | 13 |
Matthew Burton | 12 |
Jeff S. Hendren | 12 |
Michael Massaro | 9 |
Sarah Bloom Raskin | 3 |
Dave Wright | 3 |
Amanda Santillo | 3 |
Niko Karvounis | 1 |
Michael DelMonte | 1 |
Dennis Gingold | 1 |
J. C. Bogss | 1 |
E. Alan Platt | 1 |
Gail Ball | 1 |
- Borsa valori
- Insiders
- Lowell Putnam
- Connessioni Società