Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (2024)

Interactive Advisory Software, Inc.

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (1)

Interactive Advisory Software, Inc.

Packaged SoftwareTechnology Services

Interactive Advisory Software, Inc. provides web based wealth management software solutions. It offers Solution 360?, a wealth management software application which focuses on serving the needs of registered investment advisors and independent financial advisors. The firm also offers financials planning, portfolio and customer relations ship management, reconciliation, rebalancing and trading and client portal and reporting services. The company was founded by David W. Grace in 2001 and is headquartered in Egg Harbor, NJ.

Packaged Software

Joseph Maxwell

Director/Board Member

Mobtech Corp.

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (2)

Mobtech Corp.

Packaged SoftwareTechnology Services

Mobular Technologies, Inc. engages in the provision of technology and services for web-based, interactive communications. It offers technology solutions for publishing and distributing high-value data and documents in the financial services, eCommerce, and government markets. The company was founded by David Noever and John Horack in 2000 and is headquartered in Hunstville, AL.

Packaged Software

Joseph Maxwell

Director/Board Member

Xomi, Inc.

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (3)

Xomi, Inc.

Packaged SoftwareTechnology Services

Xomi, Inc. provides software solutions that keep CNP credit card processing accounts. It offers Chargeback automated chargeback response tool, a software solution that enables merchants to automate the chargeback-response process; managed chargeback services for merchants; and merchant chargeback alert services. The company was founded by Mark Standfield in 2007 and is headquartered in South Jordan, UT.

Packaged Software

John Philpott

Director/Board Member

DealCloud, Inc.

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (4)

DealCloud, Inc.

Packaged SoftwareTechnology Services

DealCloud, Inc. provides deal management, workflow, and technology solutions. It offers implementation, account management, training, and deal cloud university. The company was founded by Robert J. Cummings, Ben Harrison, and W. Edwin McMahan, Jr. in 2010 and is headquartered in Jersey City, NJ.

Packaged Software

Bud Watts

Joseph Maxwell

Director/Board Member

Director/Board Member

Wealth Access, Inc.

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (5)

Wealth Access, Inc.

Miscellaneous Commercial ServicesCommercial Services

Wealth Access, Inc. operates wealth management platform designed for financial advisers and high-net-worth clients. It offers personal financial management tools to registered investment advisors and high net worth clients. The firm proprietary and diagnostic cloud-based wealth reporting and investment monitoring software platform. The company was founded by David Benskin in 2011 and is headquartered in Nashville, TN.

Miscellaneous Commercial Services

Joseph Maxwell

Director/Board Member

Digital Arbitrage, Inc.

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (6)

Digital Arbitrage, Inc.

Packaged SoftwareTechnology Services

Digital Arbitrage, Inc. develops enterprise scale cloud and subscription based internet applications for the hospitality industry. The company was founded by Richard Castle, Adam Harris and Phillip Kopp in 2012 and is headquartered in San Diego, CA.

Packaged Software

Joseph Maxwell

Director/Board Member

ISI Group, Inc.

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (7)

ISI Group, Inc.

Electronics/AppliancesConsumer Durables

Part of MSA Safety, Inc., ISI Group, Inc. is a manufacturer of infrared thermal imaging cameras used in fire fighting and industrial maintenance. The company is based in Albuquerque, NM. ISI Group was acquired by Mine Safety Appliances Co. LLC on February 22, 2000.

Electronics/Appliances

Christopher Black

Corporate Officer/Principal

Auburn University College/University

Christopher Black

Masters Business Admin

Davidson College College/University

John Philpott

Undergraduate Degree

Denison University College/University

Joseph Maxwell

Undergraduate Degree

FirstBank (Nashville, Tennessee)

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (8)

FirstBank (Nashville, Tennessee)

Regional BanksFinance

FirstBank engages in the provision of banking services. The firm offers personal and commercial banking, investment solution, insurance services, online services, and mobile banking solutions. The company was founded in 1906 and is headquartered in Nashville, TN.

Regional Banks

Christopher Black

Corporate Officer/Principal

CommScope, Inc. of North Carolina

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (9)

CommScope, Inc. of North Carolina

Electrical ProductsProducer Manufacturing

CommScope, Inc. of North Carolina designs and manufactures cable and connectivity solutions for communications networks. Its products include connectors, cable assemblies and networking systems. Its services include managed networks and network transformation. The company is headquartered in Hickory, NC.

Electrical Products

Bud Watts

Director/Board Member

Patriot Financial Manager LP

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (10)

Patriot Financial Manager LP

Investment ManagersFinance

Patriot Financial Manager LP (Patriot Financial Partners) is a private equity firm founded in 2007 by Kirk Wycoff, James J. Lynch and Ira M. Lubert. The firm is headquartered in Radnor, Pennsylvania.

Investment Managers

Walter Wycoff

Founder

FB FINANCIAL CORPORATION Major Banks

Christopher Black

Director of Finance/CFO

Vanderbilt Owen Graduate School of Management College/University

Joseph Maxwell

Masters Business Admin

Bridge Financial Technology, Inc.

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (11)

Bridge Financial Technology, Inc.

Investment ManagersFinance

Bridge Financial Technology, Inc. provides investment advice. Its technology platform helps financial advisors in drift reporting, billing and performance reporting. The company was founded by Sanjay Sharma and Rasheed Hammouda in 2015 and is headquartered in Chicago, IL.

Investment Managers

John Philpott

Director/Board Member

Ipreo Insite, Inc.

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (12)

Ipreo Insite, Inc.

Packaged SoftwareTechnology Services

Ipreo Insite, Inc. provides shareholder management, analysis, reporting and valuation solutions and services. Its products, Qval and CapControls, are the industry standards for the administrative, deal modeling, and valuation needs for largest GPs and their portfolio companies. The company serves venture capital/private equity investors and private companies in their portfolios. It has offices in Boulder, Nashville and San Francisco. Shareholder InSite was founded by Brett Matthew Suchor and Charles E. Blankenship Jr. in 2012 and is headquartered in Nashville, TN.

Packaged Software

Joseph Maxwell

Founder

Vouchr Ltd.

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (13)

Vouchr Ltd.

Packaged SoftwareTechnology Services

Vouchr Ltd. engages in the development of iPhone applications. The firm builds the platform that makes payments between friends easy and the application that makes payments between friend's and users vouch for an experience at a location by adding a gift of cash that only their friends can claim through the Vouchr application. The company was founded by Robert Balahura, Michael Humphries and Suresh Bhat in 2012 and is headquartered in Toronto, Canada.

Packaged Software

John Philpott

Director/Board Member

Rinehart Capital Partners LLC

Christopher Black

Corporate Officer/Principal

FinMkt, Inc.

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (14)

FinMkt, Inc.

Packaged SoftwareTechnology Services

FinMKT, Inc. provides technology, data and infrastructure to finance industry. It offers FM gateway, marketplace and FM portfolio and lendivous solutions. The firm serves retailers, banks, credit unions, media, associations, alternative finance, corporations and online financial services. The company was founded by Srikanth Goteti and Luan Cox in 2011 and is headquartered in New York, NY.

Packaged Software

Joseph Maxwell

Director/Board Member

Trail Software, Inc.

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (15)

Trail Software, Inc.

Packaged SoftwareTechnology Services

Trail Software, Inc. develops fundraising platform for non profits organizations. Its services enables organizations to upload, store and manage donor and member lists, create and manage donation campaigns, manage event ticketing and track and archive results. The company was founded by Jeremy L. Bolls and is headquartered in Brentwood, TN.

Packaged Software

Joseph Maxwell

John Philpott

Director/Board Member

Director/Board Member

The Carlyle Group LP (Canada)

Bud Watts

Corporate Officer/Principal

Beanworks Solutions, Inc.

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (16)

Beanworks Solutions, Inc.

Packaged SoftwareTechnology Services

Beanworks Solutions, Inc. develops cloud-based accounts payable automation solutions. It modernize accounts payable process, from purchase decision to invoice approval with electronic payments. The company was founded by Reza Sanaie, Cory Cleaver, Tracy Thompson and Catherine Dahl and is headquartered in Vancouver, Canada.

Packaged Software

Joseph Maxwell

Director/Board Member

Fresh Technology,Inc

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (17)

Fresh Technology,Inc

Packaged SoftwareTechnology Services

Fresh Technology LLC provides IT infractructure and managed services. It also offers freshlink managed network, freshvoice voip cloud phone, co-location, data center, business class internet, cloud and fresh IT consulting services. The company was founded by J Michael Bodnar in 1970 and is headquartered in Hoover, AL.

Packaged Software

Joseph Maxwell

Director/Board Member

Numerated Growth Technologies, Inc.

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (18)

Numerated Growth Technologies, Inc.

Packaged SoftwareTechnology Services

Numerated Growth Technologies, Inc. provides real-time commerce platform that increases sales for banks. Its platform digitizes bank credit policies, enables real-time lending and automates marketing to drive growth. The company was founded by Daniel R. O'Malley IV in 2017 and is headquartered in Boston, MA.

Packaged Software

Walter Wycoff

Joseph Maxwell

Director/Board Member

Director/Board Member

LegacyShield Solutions, Inc.

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (19)

LegacyShield Solutions, Inc.

Packaged SoftwareTechnology Services

LegacyShield Solutions, Inc. operates as an online portal that allows creating, store and organizing documents, financial information, photos, videos, stories, and final wishes in one location. It also engages in providing legacy planning, storage services, estate planning, and client engagement services. The company was founded by Dan Pierson and is headquartered in Ponte Vedra Beach, FL.

Packaged Software

Joseph Maxwell

Director/Board Member

Bestow, Inc.

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (20)

Bestow, Inc.

Life/Health InsuranceFinance

Bestow, Inc. engages in the development of digital life insurance platform. It offers life insurance services with data-driven technology applications. The company was founded by Melbourne O'Banion and Jonathan W. Abelmann in 2016 and is headquartered in Dallas, TX.

Life/Health Insurance

John Philpott

Chief Executive Officer

Plooto, Inc.

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (21)

Plooto, Inc.

Internet Software/ServicesTechnology Services

Plooto, Inc. provides online business payment platform for business. manage transactions, vendors and suppliers. It specializes in the paying bills, collecting invoices, and banking transaction. The company was founded by Hamed Abbasi and Serguei Kloubkov on February 12, 2014 and is headquartered in Toronto, Canada.

Internet Software/Services

John Philpott

Director/Board Member

StartStopMove, Inc.

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (22)

StartStopMove, Inc.

Information Technology ServicesTechnology Services

StartStopMove, Inc. provides technological services. The company was founded by Alain C. Glanzman and is headquartered in Durham, NC.

Information Technology Services

Sarah Biller

Director/Board Member

Core10, Inc.

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (23)

Core10, Inc.

Packaged SoftwareTechnology Services

Core10, Inc. develops software for financial institutions. The company was founded by Jeff Martin and Lee Farabaugh and is headquartered in Franklin, TN.

Packaged Software

Joseph Maxwell

Chairman

Nested Rails, LLC

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (24)

Nested Rails, LLC

Investment ManagersFinance

Nested Rails LLC (Nested Rails) is a venture capital firm founded by Jim McKelvey & Rick Kushel in 2016. The firm is headquartered in Nashville, Tennessee with additional offices in New Jersey and Missouri.

Investment Managers

Joseph Maxwell

John Philpott

Private Equity Investor

Private Equity Investor

FI.SPAN Services, Inc.

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (25)

FI.SPAN Services, Inc.

Investment Banks/BrokersFinance

FI.SPAN Services, Inc. provides financial services. The company is headquartered in Vancouver, CA.

Investment Banks/Brokers

Joseph Maxwell

Director/Board Member

Health Here, Inc.

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (26)

Health Here, Inc.

Packaged SoftwareTechnology Services

Health Here, Inc. is a company that provides a streamlined pre-payment and estimation system for specialty practices through their Q Code Estimator. The company is based in Nashville, TN. The system includes support for Good Faith Cost Estimates (GFEs) and aims to simplify specialty care from the first impression to episodic payments. Health Here also offers Q Pay, a convenient and transparent payment option for patients, which helps reduce patient A/R and eliminate surprise bills. The company was founded by Ryan Andrew Wells, who has been the CEO since incorporation.

Packaged Software

Joseph Maxwell

Director/Board Member

InsurePay LLC

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (27)

InsurePay LLC

Packaged SoftwareTechnology Services

InsurePay LLC is a leading insuretech SaaS platform that enables the accuracy of premiums, integrated payments, and reconciliations in real-time for agencies, carriers, MGAs, and insurance technology providers. The company is based in Nashville, TN, and has subsidiaries in the United States. InsurePay's platform offers policyholder payments, carrier paygo and payables, vendor payables, and claims payments and agency receivables all integrated to back-office core systems. The company was founded in 2003, and the CEO is Adam Beck.

Packaged Software

Joseph Maxwell

Director/Board Member

MyDigitalOffice Holdings, Inc.

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (28)

MyDigitalOffice Holdings, Inc.

Packaged SoftwareTechnology Services

MyDigitalOffice Holdings, Inc. provides hotel accounting and finance software services. Its products include my perspective, data and documents. The company was founded by Ali Moloo in 2017 and is headquartered in Bethesda, MD.

Packaged Software

Joseph Maxwell

Director/Board Member

The Carlyle Group LP (Global Private Equity)

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (29)

The Carlyle Group LP (Global Private Equity)

Investment ManagersFinance

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

Investment Managers

Bud Watts

Consultant / Advisor

Peak Financial LLC

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (30)

Peak Financial LLC

Packaged SoftwareTechnology Services

Peak Financial LLC develops a savings application.

Packaged Software

John Philpott

Consultant / Advisor

Netzwerk von Paul Gallagher, Analyse der 21-Beziehungen (2024)

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