Network origin in Aaron Klein first degree
Entity | Entity type | Industry | |
---|---|---|---|
The Invest In Others Charitable Foundation
The Invest In Others Charitable Foundation Miscellaneous Commercial ServicesCommercial Services The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms.
29
| Non-Profit Organization | Miscellaneous Commercial Services | 29 |
Riskalyze, Inc.
Riskalyze, Inc. Packaged SoftwareTechnology Services Riskalyze, Inc. develops platform to capture a quantitative measurement of client risk tolerance for investment advisors. Its products include autopilot and compliance cloud. The company was founded by Matt Pistone, Aaron Klein, Michael McDaniel and Kathleen Callender in 2011 and is headquartered in Auburn, CA.
11
| Holding Company | Packaged Software | 11 |
Snappy Kraken LLC
Snappy Kraken LLC Packaged SoftwareTechnology Services Snappy Kraken LLC engages in the provision of marketing solution for financial advisors. It develops platform, which enables financial advisors to personalize, automate, and track marketing campaigns and business processes. The company was founded by Robert J. Sofia, Bradley Jon Deloatche, and Angel D. Gonzalez in 2016 and is headquartered in Ormond Beach, FL.
6
| Holding Company | Packaged Software | 6 |
Nitrogen Wealth, Inc.
Nitrogen Wealth, Inc. Packaged SoftwareTechnology Services Nitrogen Wealth, Inc. is a growth platform for wealth management firms and financial advisors. The private company is based in Auburn, CA. Nitrogen has been revolutionizing the way financial advisors and wealth management firms grow since the launch of Riskalyze in 2011. The company helps advisors turn leads into meetings, meetings into valued clients, and clients into referral champions. Nitrogen invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and is the champion of the fearless investing movement. The company was founded by Aaron Klein and Mike McDaniel, with Aaron Klein serving as the CEO since incorporation.
3
| Private Company | Packaged Software | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Aaron Klein via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Stratford American Corp.
Stratford American Corp. Oil & Gas ProductionEnergy Minerals Stratford American Corp. explores oil and gas in the United States. It owns interests in 30 oil and gas producing properties in Oklahoma and Texas through its subsidiary Stratford American Energy Corp. The company also owns working and/or royalty interests in oil and gas properties in Oklahoma and Texas through its subsidiary SA Oil. Stratford American was founded in 1988 and is headquartered in Phoenix, AZ. | Oil & Gas Production | Chairman | |
INTUIT INC. | Packaged Software | Corporate Officer/Principal | |
WOLTERS KLUWER N.V. | Data Processing Services | Corporate Officer/Principal | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Financial Services Institute, Inc. | Chairman Director/Board Member Director/Board Member Director/Board Member | ||
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Miscellaneous | Director/Board Member Founder Director/Board Member | |
LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Corporate Officer/Principal Investor Relations Contact Corporate Officer/Principal | |
GC Two Holdings, Inc.
GC Two Holdings, Inc. Financial ConglomeratesFinance GC Two Holdings, Inc. operates as a holding company which interests in firms that invest in middle-market companies. The company was founded in 2018 and is headquartered in San Francisco, CA. | Financial Conglomerates | Chief Executive Officer Director/Board Member | |
Tulip Bidco Ltd.
Tulip Bidco Ltd. Financial ConglomeratesFinance Tulip Bidco Ltd. is engaged in providing investment services. The company was founded on October 25, 2016 and is headquartered in London, the United Kingdom. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Tulip Midco Ltd. (Greater London)
Tulip Midco Ltd. (Greater London) Financial ConglomeratesFinance Founded in 2016, Tulip Midco Ltd. (Greater London) is a British company that functions as an investment holding company. Part of HGCapital Mercury Nominees Ltd., the company is based in London, UK. | Financial Conglomerates | Director/Board Member Director/Board Member | |
HgCapital LLP
HgCapital LLP Investment ManagersFinance HgCapital LLP (HgCapital) is a private equity firm founded in 1985 by Craig M. Donaldson. The firm is headquartered in London, United Kingdom with additional offices in Munich, Paris, New York and San Francisco. | Investment Managers | Private Equity Investor Private Equity Investor | |
FE Topco Ltd.
FE Topco Ltd. Miscellaneous Commercial ServicesCommercial Services Part of HGCapital Mercury Nominees Ltd., FE Topco Ltd. is a holding British company that provides retail fund information services to asset management industries. The company is based in London, UK and was founded in 2016. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
ACL Services Ltd.
ACL Services Ltd. Packaged SoftwareTechnology Services ACL Services Ltd. develops software solutions for banking and lending, education, local and federal governments, and state and provincial governments. Its products include HighBond, RiskBond, AuditBond, Rsam ThirPartyBond, Rsam IncidentBond, ComplianeBond, FraudBond, RsamContinuity Bond, Rsam CyberBond, ControlsBond, Rsam ITGRCBond, Rsam PolicyBond, and ACL Robotics. The company was founded by Harald Will in 1987 and is headquartered in Vancouver, Canada. | Packaged Software | Chief Executive Officer Chief Executive Officer | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
Tulip Holdco Ltd.
Tulip Holdco Ltd. Financial ConglomeratesFinance Part of HGCapital Mercury Nominees Ltd., Tulip Holdco Ltd. is an investment holding British company. The company is based in London, UK. Founded in 2016, Tulip Holdco functions as an investment holding company. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Cetera Financial Group, Inc.
Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Investment Managers | Chief Executive Officer Director/Board Member | |
Valueworks Ltd.
Valueworks Ltd. Miscellaneous Commercial ServicesCommercial Services Valueworks Ltd. provides procurement consulting and outsourcing services. It offers planned maintenance, reactive repairs, automation, and category management. The firm serves the construction, social housing, and social care industry. The company was founded on January 20, 2000 and is headquartered in Manchester, the United Kingdom. | Miscellaneous Commercial Services | Director/Board Member | |
Riva Holdco 1 Ltd.
Riva Holdco 1 Ltd. Internet Software/ServicesTechnology Services Riva Holdco 1 Ltd. is a leading manufacturer of custom engineered textile solutions based in North Wales. Riva offers a wide range of textile services, utilizing various industry-leading techniques, and is proud to be a tier 1 supplier to the sector's most prestigious brands. The British company uses traditional handcrafted manufacturing techniques and offers innovative textile products developed to support the emergency services who have very unique and specific requirements. All operations are controlled from one secure facility. The private company was founded in 2016 and has been supplying SMEs to OEMs for over 30 years. | Internet Software/Services | Director/Board Member | |
Riva Holdco 2 Ltd.
Riva Holdco 2 Ltd. Financial ConglomeratesFinance Part of Riva Topco Ltd., Riva Holdco 2 Ltd. functions as an investment holding British company. The company is based in St. Albans, UK. Founded in 2016. | Financial Conglomerates | Director/Board Member | |
Riva Midco Ltd.
Riva Midco Ltd. Information Technology ServicesTechnology Services Part of Riva Topco Ltd., Riva Midco Ltd. is a British company that provides information technology services. The company is based in St. Albans, UK. Riva Midco was founded in 2016. | Information Technology Services | Director/Board Member | |
Riva Topco Ltd.
Riva Topco Ltd. Packaged SoftwareTechnology Services Riva Topco Ltd. is a holding British company founded in 2016 that develops software as a service platform. The private company is based in St. Albans, UK. and has subsidiaries in United Kingdom. | Packaged Software | Director/Board Member | |
Relay Software Ltd.
Relay Software Ltd. Packaged SoftwareTechnology Services Relay Software Ltd. provides software to insurance brokers, underwriters and insurers in the Republic of Ireland. It offers Relay 360, motor, home, commercial vehicle, cloud, underwriting platform solutions. The company was founded by Thomas Greer MacKenzie in 1985 and is headquartered in Brighton, the United Kingdom. | Packaged Software | Director/Board Member | |
University of Notre Dame | College/University | Graduate Degree | |
University of Oxford | College/University | Undergraduate Degree | |
Financial Technology Ventures Management Co. LLC
Financial Technology Ventures Management Co. LLC Investment ManagersFinance Financial Technology Ventures Management Co LLC (Financial Technology Ventures) is a private equity firm founded in 1998 by Jim Hale, Bob Huret and Richard Garman. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Colorado State University | College/University | Undergraduate Degree | |
TIPO Entertainment, Inc.
TIPO Entertainment, Inc. Packaged SoftwareTechnology Services TIPO Entertainment, Inc. develops software application for mobile video shopping. It captures data for retailers to improve digital and social media sales. The firm offers big box ecommerce, beauty and personal care, direct to consumer brand, apparel and footwear, consumer electronics, food and beverage solutions. The company was founded by Rachel Tipograph on September 25, 2014 and is headquartered in New York, NY. | Packaged Software | President | |
New York Angels, Inc.
New York Angels, Inc. Investment ManagersFinance New York Angels, Inc (New York Angel) is a venture capital firm founded in 1997 by Howard Morgan and David Rose. The firm is headquartered in New York. | Investment Managers | Director/Board Member | |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
St. Bonaventure University | College/University | Undergraduate Degree | |
The Leukemia & Lymphoma Society, Inc.
The Leukemia & Lymphoma Society, Inc. Miscellaneous Commercial ServicesCommercial Services The Leukemia & Lymphoma Society, Inc. operates as the world's largest voluntary health organization dedicated to funding blood cancer research, education and patient services. The firm provides treatment for , lymphoma, Hodgkin's disease and myeloma, and improve the quality of life of patients and their families. It identifies and funds the most promising blood cancer research projects and forges partnerships with academic institutions, biotechnology and pharmaceutical companies to accelerate the development of new therapies. The company is headquartered in Rye Brook, NY. | Miscellaneous Commercial Services | Director/Board Member | |
YCharts, Inc.
YCharts, Inc. Packaged SoftwareTechnology Services YCharts, Inc. provides online stock and financial data information. The firm offers insights on company valuation, growth and profitability trends in areas, such as market capitalization, revenue, net income, cash on hand, free cash flow, earnings per share, revenue growth, price to earnings and dividend yield. It focuses on industries such as biotechnology, drug, networking and investment brokers. The company was founded by Shawn Carpenter and Ara Anjargolian, Brian Hand, Michael W. Ferro Jr., Jai Shekhawat and Barney Merrick Harford in January 2009 and is headquartered in Chicago, IL. | Packaged Software | Director/Board Member | |
MORNINGSTAR, INC. | Investment Managers | Corporate Officer/Principal | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree | |
Indiana University | College/University | Graduate Degree | |
IntelliFlo Ltd.
IntelliFlo Ltd. Packaged SoftwareTechnology Services IntelliFlo Ltd. engages in the provision of software solutions to the financial services sector. It offers onboarding services, customer success, training academy, and iO insight. The company was founded by Nick Eatock and Akeel Ahmed in 2004 and is headquartered in Kingston-upon-Thames, the United Kingdom. | Packaged Software | Director/Board Member | |
Miami Country Day School, Inc.
Miami Country Day School, Inc. Other Consumer ServicesConsumer Services Miami Country Day School, Inc. is a non-profit organization, which engages in the provision of education services. It offers services relating to academics, lower school, middle school, upper school, learning resources, and college counseling. The company was founded in 1938 and is headquartered in Miami, FL. | Other Consumer Services | Director/Board Member | |
UserZoom Technologies, Inc.
UserZoom Technologies, Inc. Packaged SoftwareTechnology Services UserZoom Technologies, Inc. develops and provides customer experience analytics software. It offers usability testing, UX measurement, information architecture testing, user feedback monitoring, and mobile testing solutions. The company was founded by Alfonso de la Nuez Magarzo, Xavier Mestres Montia, and Javier Darriba-Fernández in 2007 and is headquartered in San Jose, CA. | Packaged Software | Director/Board Member | |
All Stars Project, Inc.
All Stars Project, Inc. Services to the Health IndustryHealth Services All Stars Project, Inc. operates as a non-profit organization that provides development school services for young people. The non-profit company is based in New York, NY. | Services to the Health Industry | Director/Board Member | |
TomTom, Inc.
TomTom, Inc. Aerospace & DefenseElectronic Technology TomTom, Inc. manufactures GPS hardware and software products. It specializes in navigation products and services, maps, traffic, wearable, fitness, action camera, software, fleet management. The firm serves consumer, telematics, automotive and licensing markets. The company was founded in and is headquartered in Burlington, MA. | Aerospace & Defense | Director/Board Member | |
TOMTOM NV | Packaged Software | Director/Board Member | |
TomTom International BV
TomTom International BV Aerospace & DefenseElectronic Technology TomTom International BV produces, designs, and develops navigation and mapping products. It operates through the following business units: Consumer, Automotive, Licensing, and Telematics. The Consumer business unit includes navigation devices such as global positioning system enabled sports watches. The Automotive business unit provides navigation components such as maps, traffic, and software to car manufacturers. The Licensing business unit comprises of maps with navigable coverage for 118 countries, address points, and two-dimensional city maps. The Telematics business unit covers fleet management, vehicle telematics, and connected car services. The company was founded by Harold Goddijn and Peter-Frans Pauwels in 1991 and is headquartered in Amsterdam, the Netherlands. | Aerospace & Defense | Director/Board Member | |
Franklin Templeton Distributors, Inc.
Franklin Templeton Distributors, Inc. Financial ConglomeratesFinance Part of Franklin Resources, Inc., Franklin Templeton Distributors, Inc. provides fund management services. The company is based in San Mateo, CA. | Financial Conglomerates | Corporate Officer/Principal |
Statistics
International
United States | 29 |
United Kingdom | 13 |
Netherlands | 4 |
Germany | 2 |
Canada | 2 |
Sectoral
Finance | 15 |
Technology Services | 13 |
Consumer Services | 9 |
Commercial Services | 5 |
Electronic Technology | 3 |
Operational
Director/Board Member | 162 |
Corporate Officer/Principal | 80 |
Chief Executive Officer | 33 |
President | 28 |
Founder | 24 |
Most connected contacts
Insiders | |
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David Fisher | 43 |
Brian S. Hamburger | 22 |
Mark M. Goldberg | 21 |
Thad Langford | 19 |
Laurie Schultz | 19 |
Gemma Postlethwaite | 17 |
Rick Kushel | 15 |
Tricia Rothschild | 14 |
Stephanie Drescher | 14 |
Lori Hardwick | 13 |
Sebastien Marie Julien Briens | 12 |
Adam Antoniades | 11 |
Richard Spencer Earnshaw | 10 |
William Paul Morrissey | 10 |
Guy Adami | 10 |
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