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Network origin in Steve Dunlap first degree
Entity | Entity type | Industry | |
---|---|---|---|
Folio Dynamics, Inc.
![]() Folio Dynamics, Inc. Packaged SoftwareTechnology Services Folio Dynamics, Inc. provides end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options. The firm's solutions include seamless technology, advisory solutions, DOL fiduciary rule solutions, leveraging expertise, and FDx complete. The company was founded by Joseph Mrak III in 2007 and is headquartered in Secaucus, NJ.
6
| Subsidiary | Packaged Software | 6 |
Finetre Corp.
![]() Finetre Corp. Data Processing ServicesTechnology Services Finetre Corp. provides web-based annuity transaction processing services to the financial service industry. It provides annuity sales and servicing. The company was founded in 1997 and is located in Herndon, VA.
4
| Extinct | Data Processing Services | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Steve Dunlap via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Softgate Systems, Inc.
![]() Softgate Systems, Inc. Finance/Rental/LeasingFinance Softgate Systems, Inc. provides reliable bill payment and prepaid services. It offers bill payment, prepaid products, international top ups, and PayXchange. The company is headquartered in Fairfield, NJ. | Finance/Rental/Leasing | Director of Finance/CFO Director/Board Member Director/Board Member | |
EBIX, INC. | Packaged Software | Director of Finance/CFO Corporate Officer/Principal | |
CPA.com
![]() CPA.com Miscellaneous Commercial ServicesCommercial Services CPA.com engages in the provision of digital products and services for accounting professionals. Its client services include bill management, client accounting, human capital management, and sales and use tax. It also provides practice management solutions such as audit confirmations, workflow automation for companies and public accounting firms, financial statement Clearinghouse, learning management system, and Mail@CPA.com. The company was founded in 2001 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director of Finance/CFO | |
OptionsCity Software, Inc.
![]() OptionsCity Software, Inc. Packaged SoftwareTechnology Services OptionsCity Software, Inc. provides electronic trading and analytics software to the options and futures industry. Its products include Metro, City Store, Freeway, CityTrader, City API and City Execution. The firm's solutions include professional trading, market making, risk management, algorithmic trading, hosting services and exchange connectivity. The company was founded by Hazem Dawani, Rudy Fasouliotis, and Victor Glava in October 2006 and is headquartered in Chicago, IL. | Packaged Software | Director/Board Member | |
MoneyLion Technologies, Inc.
![]() MoneyLion Technologies, Inc. Internet Software/ServicesTechnology Services MoneyLion Technologies, Inc. engages in the provision of financial services. Its products include banking, investing, rewards, free credit monitoring, and mobile app. The company was founded by Diwakar Choubey, Pratyush Tiwari, Adam Green, and Chee Mun Foong in 2013 and is headquartered in New York, NY. | Internet Software/Services | Director/Board Member | |
YieldStreet, Inc.
![]() YieldStreet, Inc. Internet Software/ServicesTechnology Services YieldStreet, Inc. provide financial services. The firm specializes in finance marketplace, investment services, start up, financial technology, investment management, financial services, wealth management, and asset backed. The company was founded by Dennis Shields, Michael Weisz and Milind Mehere in 2014 and is headquartered in New York, NY. | Internet Software/Services | Director/Board Member | |
Predata, Inc.
![]() Predata, Inc. Internet Software/ServicesTechnology Services Predata, Inc. engages in the provision of research analytical services. Its platform provides users with quantitative measurements of digital concern and predictive indicators for different types of risk events for any given country or topic. The company was founded by James J. Shinn in 2015 and is headquartered in New York, NY. | Internet Software/Services | Director/Board Member | |
Clearpool Group, Inc.
![]() Clearpool Group, Inc. Miscellaneous Commercial ServicesCommercial Services Clearpool Group, Inc. engages in the provision of electronic trading solutions. The company also offers independent agency broker-dealer execution services. It specializes in the algorithmic management system, venue analysis, and Clearpool execution services. The company was founded by Joseph Wald, Brian Schaeffer, and Ray Ross in 2014 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
The American Institute of Certified Public Accountants
![]() The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Massachusetts Society of Certified Public Accountants, Inc.
![]() Massachusetts Society of Certified Public Accountants, Inc. Miscellaneous Commercial ServicesCommercial Services Massachusetts Society of Certified Public Accountants, Inc. provide services in public accounting, industry and business, government and education. The firm offers advocacy, continuing professional education, peer review, membership, communications and academic and career development department. The company was founded in 1900 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
9Dots Management Corp. LLC
![]() 9Dots Management Corp. LLC Packaged SoftwareTechnology Services 9Dots Management Corp. LLC provides business performance management and business intelligence software services. It provides connect and consulting services including strategic planning, project guidance and non-disruptive implementation. It serves legal, architecture, engineering, insurance and construction industries. The company was founded by David Libesman and Robert J. Kabel in August 2001 and is headquartered in Conshohocken, PA. | Packaged Software | Director/Board Member | |
Voxware, Inc.
![]() Voxware, Inc. Packaged SoftwareTechnology Services Voxware, Inc. designs, develops, markets, and sells voice-based solutions for the logistics, distribution and package sorting industries. Its products include Voice Applications, Voice Toolset, and Voice Architecture. The company was founded in 1993 and is headquartered in Hamilton, NJ. | Packaged Software | Director/Board Member | |
TraderTools, Inc.
![]() TraderTools, Inc. Packaged SoftwareTechnology Services TraderTools, Inc. develops FX trading platform. It offers FX liquidity aggregation, FX pricing engine, FX white-labeling, and FX order management. The company was founded by Yaacov Heidingsfeld, Martin S. Fawer, and Mitchell D. Mittman in 1997 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
Compliance Science, Inc.
![]() Compliance Science, Inc. Packaged SoftwareTechnology Services Compliance Science, Inc. engages in the provision of technology solutions. Its platform helps compliance organizations identify, monitor, manage and report on conflicts of interest arising from employee activities, including personal trading, gifts and entertainment, political contributions, outside business affiliations, and other code of ethics violations. The company was founded by Michael D'Angelo and Mitchel Kraskin in 2003 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
Operative Media, Inc.
![]() Operative Media, Inc. Packaged SoftwareTechnology Services Operative Media, Inc. develops products and services for online advertising operations. It provides its clients with technology and services to improve all aspects of their advertising operations lifecycle, from pre-sale to collections, trafficking to reconciliation. The company was founded by Lorne Brown and Anthony Thielman in 2000 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
Business Financial Services, Inc.
![]() Business Financial Services, Inc. Finance/Rental/LeasingFinance Business Financial Services, Inc. provides business cash advances to small business owners and funding process services. It provides Business Cash Advances throughout the United States to its customers through accounts receivable financing, utilizing a merchant's cash stream from credit card sales as a means of automated repayment. The company was founded by Cathy Bass and Marc Glazer in 2002 and is headquartered in Coral Springs, FL. | Finance/Rental/Leasing | Director/Board Member | |
GAIN CAPITAL HOLDINGS, INC. | Investment Banks/Brokers | Director/Board Member | |
GAIN Capital, Inc.
![]() GAIN Capital, Inc. Regional BanksFinance GAIN Capital, Inc. provides online foreign exchange trading services. It offers direct-access trading and asset management services to the global Foreign Exchange markets. Its management services include customer on-boarding, account funding, transfers, allocations, daily P&L, credits, and commission allocation. The company was founded by Mark Galant in 1999 and is headquartered in Bedminster, NJ. | Regional Banks | Director/Board Member | |
Zelis Healthcare, Inc.
![]() Zelis Healthcare, Inc. Information Technology ServicesTechnology Services Zelis Healthcare, Inc. engages in the provision of healthcare cost management and payments solutions. It offers network analytics and cost management services through its Zelis Intelligent Claim Routing Platform. The company was founded in 2001 and is headquartered in Bedminster, NJ. | Information Technology Services | Director/Board Member | |
Zelis Parent LP
![]() Zelis Parent LP Zelis Parent LP engages in healthcare services. The company was founded in 2019 and is headquartered in Bedminster, NJ. | Director/Board Member | ||
Phx, Inc. | Director/Board Member | ||
Steben & Co. LLC
![]() Steben & Co. LLC Investment ManagersFinance Steben & Co., Inc. (Steben) is a SEC-registered investment advisor and hedge fund manager headquartered in Excelsior, Minnesota. The firm was founded by Ken Steben in 1989 and is a subsidiary of Octavus Group LLC. Steben provides discretionary investment management and advisory services, together with investment management products, to financial advisors and institutions. The firm serves as the general partner of Futures Portfolio Fund LP, a multi-advisor private managed futures fund. | Investment Managers | Director of Finance/CFO | |
University of Evansville | College/University | Undergraduate Degree | |
Access Partners LLC (Indiana)
![]() Access Partners LLC (Indiana) Investment ManagersFinance Part of Envestnet, Inc., Access Partners LLC (Indiana) provides investment advisory services for trusts. The company is based in Evansville, IN. The company was founded by Bob Mehringer. Access Partners LLC (Indiana was acquired by Folio Dynamics, Inc., part of Envestnet, Inc. from January 02, 2018 on February 05, 2013. | Investment Managers | Founder | |
PRUDENTIAL PLC | Life/Health Insurance | Corporate Officer/Principal | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Purdue University | College/University | Undergraduate Degree | |
First Institutional Marketing, Inc.
![]() First Institutional Marketing, Inc. Investment ManagersFinance Part of Global Matrechs, Inc., First Institutional Marketing, Inc. introduces banks to the sale of insurance and investment products. The company is based in Houston, TX. The company was founded by Dan Delity. First Institutional Marketing was acquired by Global Matrechs, Inc. on June 18, 1998 for $3.37 million. | Investment Managers | Founder | |
Global Matrechs, Inc.
![]() Global Matrechs, Inc. Packaged SoftwareTechnology Services Global Matrechs, Inc. develops and markets specialized software applications which enable businesses to use the Internet. The company was founded in 1994 and is headquartered in Ridgefield, CT. | Packaged Software | President | |
Seneca Global Fund LP
![]() Seneca Global Fund LP Investment Trusts/Mutual FundsMiscellaneous Seneca Global Fund LP engages in the speculative trading of futures contracts, forward currency contracts and other financial instruments traded in the United States and internationally. The company was founded on March 23, 2007 and is headquartered in Gaithersburg, MD. | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
Scivantage, Inc.
![]() Scivantage, Inc. Packaged SoftwareTechnology Services Scivantage, Inc. provides web-based software solutions for the financial services industry. The firm's products include scivantage professional, investor, and maxit. Its services encompass implementation, consulting, custom solutions, and staff augmentation. The company was founded by Adnane Charchour in 2000 and is headquartered in Jersey City, NJ. | Packaged Software | Director/Board Member | |
Peracon, Inc.
![]() Peracon, Inc. Packaged SoftwareTechnology Services Peracon, Inc. provides business intelligence and data services for real estate businesses. The private company is based in McLean, VA. | Packaged Software | Director of Finance/CFO | |
Futures Portfolio Fund LP
![]() Futures Portfolio Fund LP Investment Banks/BrokersFinance Futures Portfolio Fund LP engages in the speculative trading of futures contracts, forward currency contacts, and other financial instruments. It primarily trades within agricultural commodities, currencies, energy products, equity indices, interest rate instruments, metals, and single stock futures. The company was founded on May 11, 1989 and is headquartered in Excelsior, MN. | Investment Banks/Brokers | Director of Finance/CFO | |
Old Dominion University | College/University | Undergraduate Degree | |
Prepaid Technologies Co., Inc.
![]() Prepaid Technologies Co., Inc. Regional BanksFinance Prepaid Technologies Co., Inc. provides electronic payment solutions utilizing prepaid cards. It offers payroll, purchasing cards, reward/incentive cards and API solutions. The company was founded in 1998 and is headquartered in Birmingham, AL. | Regional Banks | Director/Board Member | |
BFS Capital Canada, Inc.
![]() BFS Capital Canada, Inc. Packaged SoftwareTechnology Services Part of Nav Technologies, Inc., BFS Capital Canada, Inc. develops mobile applications for credit and cash management. The company is based in Toronto, Canada. BFS Capital Canada was acquired by Nav Technologies, Inc. on January 26, 2023. | Packaged Software | Director/Board Member | |
GoHenry Ltd.
![]() GoHenry Ltd. Packaged SoftwareTechnology Services gohenry Ltd. focuses on building financial habits for kids. It provides financial literacy application and debit card to inform and empower young people with the education and financial tools they needed to interact with the digital economy. The company was founded by Louise Hill and Alex Zivoder and is headquartered in Lymington, the United Kingdom. | Packaged Software | Director/Board Member | |
MONEYLION INC. | Packaged Software | Director/Board Member | |
Factor Systems, Inc.
![]() Factor Systems, Inc. Miscellaneous Commercial ServicesCommercial Services Factor Systems, Inc. provides outsourced billing services. It offers credit, invoicing, payments, collections, cash application, and virtual payment solutions. The firm serves the distribution, heavy machinery and equipment, manufacturing, and transportation industries. The company was founded by Flint A. Lane in September 2001 and is headquartered in Lawrenceville, NJ. | Miscellaneous Commercial Services | Director/Board Member | |
Michigan State University | College/University | Undergraduate Degree | |
Boston University | College/University | Undergraduate Degree | |
University of Nebraska | College/University | Doctorate Degree | |
PayCycle, Inc.
![]() PayCycle, Inc. Miscellaneous Commercial ServicesCommercial Services PayCycle, Inc. provides online payroll services to small businesses and accountants in the United States. Its services comprise paycheck calculations, instant checks, direct deposit, W-2s, electronic tax payments, and electronic tax filings. The company was founded by Rene Lacerte and Martin Gates in 1999 and is located in Palo Alto, CA. | Miscellaneous Commercial Services | Director/Board Member |
Statistics
International
United States | 48 |
United Kingdom | 3 |
Canada | 2 |
Sectoral
Technology Services | 21 |
Finance | 16 |
Commercial Services | 7 |
Consumer Services | 7 |
Miscellaneous | 2 |
Operational
Director/Board Member | 50 |
Corporate Officer/Principal | 18 |
Director of Finance/CFO | 12 |
Undergraduate Degree | 7 |
Independent Dir/Board Member | 4 |
Most connected contacts
Insiders | |
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Chris Sudgen | 32 |
Steve Piaker | 31 |
Mark A. Herman | 12 |
Carl Andrew Serger | 7 |
Dan Delity | 5 |
Shari Hensrud-Ellingson | 4 |
Mark Davis | 4 |
Bob Mehringer | 4 |
Will Vaughn | 1 |
Dan Ciavarella | 1 |
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