![Ian Charles](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Ian Charles
Director of Finance/CFO at
Filevine, Inc.
Net worth: - $ as of 2026-06-29
Profile
Ian M.
Charles was the founder of Real Estate Equity Exchange, Inc., founded in 2004, where the title held was Chief Financial Officer.
Mr. Charles currently holds the position of Co-Chief Financial Officer at Filevine, Inc. since 2022.
Former jobs include Chief Executive Officer at Imc Capital Partners LLC, Director-Corporate Development at AOL Time Warner, Inc., Independent Non-Executive Director at The Glimpse Group, Inc. from 2022 to 2026, Vice President & Equity Research Analyst at Cowen & Co. LLC, Chief Financial Officer at Planful, Inc., Senior Vice President-Corporate Development at UNX LLC, Chief Financial Officer at The Brenner Group, Inc., Chief Financial Officer at RMG Networks, Inc., and Chief Financial Officer at Scoop Technologies, Inc. from 2019 to 2021.
Education includes undergraduate studies at The University of Colorado and an MBA from the University of San Francisco.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
GLIMPSE GROUP, INC. -.--% | 2025-10-23 | 0 ( -.--% ) | - $ | 2026-06-29 |
Ian Charles active positions
| Companies | Position | Start |
|---|---|---|
Filevine, Inc.
 Filevine, Inc. Packaged SoftwareTechnology Services Provides legal practice management software platform solutions | Director of Finance/CFO | 2021-12-31 |
Former positions of Ian Charles
| Companies | Position | End |
|---|---|---|
| THE GLIMPSE GROUP, INC. | Director/Board Member | 2026-05-31 |
Scoop Technologies, Inc.
 Scoop Technologies, Inc. Packaged SoftwareTechnology Services Develops and operates application for carpooling and transportation | Director of Finance/CFO | 2020-12-31 |
Planful, Inc.
 Planful, Inc. Packaged SoftwareTechnology Services Develops AI powered platform for financial performance management | Director of Finance/CFO | 2019-01-01 |
Imc Capital Partners LLC | Chief Executive Officer | - |
The Brenner Group, Inc.
 The Brenner Group, Inc. Investment ManagersFinance Provides financial management and restructuring services | Director of Finance/CFO | - |
Training of Ian Charles
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
9
1st degree connections
13
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 13 |
|---|---|
Cowen & Co. LLC
 Cowen & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Planful, Inc.
Planful, Inc. Packaged SoftwareTechnology Services Develops AI powered platform for financial performance management | Technology Services |
UNX LLC
 UNX LLC Packaged SoftwareTechnology Services Provides software solutions | Technology Services |
The University of Colorado
 The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of San Francisco
 University of San Francisco Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Real Estate Equity Exchange, Inc.
 Real Estate Equity Exchange, Inc. Finance/Rental/LeasingFinance Provides home financing services | Finance |
The Brenner Group, Inc.
The Brenner Group, Inc. Investment ManagersFinance Provides financial management and restructuring services | Finance |
AOL Time Warner, Inc.
 AOL Time Warner, Inc. Specialty TelecommunicationsCommunications Provides internet access | Communications |
RMG Networks, Inc.
 RMG Networks, Inc. Advertising/Marketing ServicesCommercial Services Provides away-from-home video, entertainment, news, and information | Commercial Services |
Imc Capital Partners LLC | |
Scoop Technologies, Inc.
Scoop Technologies, Inc. Packaged SoftwareTechnology Services Develops and operates application for carpooling and transportation | Technology Services |
The Glimpse Group, Inc.
 The Glimpse Group, Inc. Packaged SoftwareTechnology Services Develops virtual and augmented reality platform | Technology Services |
Filevine, Inc.
Filevine, Inc. Packaged SoftwareTechnology Services Provides legal practice management software platform solutions | Technology Services |
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