![Terry A. Marsh](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Terry A. Marsh
Chief Executive Officer at Quantal International, Inc.
Network origin in Terry A. Marsh first degree
Entity | Entity type | Industry | |
---|---|---|---|
Quantal International, Inc.
![]() Quantal International, Inc. Packaged SoftwareTechnology Services Quantal International, Inc. provides portfolio analytics services for the investment management industry. It offers investment strategy, portfolio risk profile, portfolio rebalancing, custom investment, and asset allocation solutions. The company was founded by Terry Marsh and Paul Pfleiderer in 1990 and is headquartered in San Francisco, CA.
7
| Private Company | Packaged Software | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Terry A. Marsh via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal | |
INTUIT INC. | Packaged Software | Corporate Officer/Principal | |
Barra LLC
![]() Barra LLC Packaged SoftwareTechnology Services Barra LLC provides investment analytics, trading solutions and software to investment professions. The company provides risk management technology for investment professionals. Barra was founded by Barr Rosenberg and Andrew Rudd in 1975 and is headquartered in Berkeley, CA. | Packaged Software | Chief Executive Officer | |
Wilshire Advisors LLC
![]() Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Corporate Officer/Principal | |
Cantor Fitzgerald & Co.
![]() Cantor Fitzgerald & Co. Investment Banks/BrokersFinance Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market. | Investment Banks/Brokers | Corporate Officer/Principal | |
Bristol West Holdings, Inc.
![]() Bristol West Holdings, Inc. Specialty InsuranceFinance Bristol West Holdings, Inc. engages in the provision of automobile insurance. It offers liability, comprehensive, and collision insurance. The company was founded in 1973 and is headquartered in Davie, FL. | Specialty Insurance | Director/Board Member | |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Sales & Marketing | |
Mint Software, Inc.
![]() Mint Software, Inc. Packaged SoftwareTechnology Services Mint Software, Inc. provides online money management services. It offers debt management, expense tracking, investment and budget management, mutual fund, IRA, and financial planning services. The company was founded by Thomas Aaron Patzer in 2005 and is headquartered in Mountain View, CA. | Packaged Software | Director/Board Member | |
Cozi, Inc.
![]() Cozi, Inc. Packaged SoftwareTechnology Services Cozi, Inc. provides software services to maintain schedules. The firm offers online calendar, track grocery lists, shopping lists, to do lists and organize household chores. The company was founded by Jan Miksovsky and Robbie Cape in 2005 and is headquartered in Seattle, WA. | Packaged Software | Director/Board Member | |
VeraCarta Corp. | Chief Executive Officer | ||
WePay, Inc.
![]() WePay, Inc. Packaged SoftwareTechnology Services WePay, Inc. provides payments as a service for online platforms and marketplaces. It powers payments for online platforms, including Care.com, Constant Contact, FreshBooks, GoFundMe and Meetup. The firm protects its partners from risk and regulatory exposure, while supporting end-users. The company was founded by Richard B. Aberman and William D. Clerico in August 2008 and is headquartered in Redwood City, CA. | Packaged Software | Director/Board Member | |
BillFloat, Inc.
![]() BillFloat, Inc. Finance/Rental/LeasingFinance BillFloat, Inc. provides leasing and credit solutions to consumers and small businesses online, in-store, and via mobile. The firm offers SmartPay for consumers, a lease-to-own payment plan, to get smartphones, accessories and other high-value items; and SmartBiz that allows users to apply online for low-interest, long-term, SBA-guaranteed working capital loans. The company was founded by Ryan M. Gilbert and Sean O'Malley in 2009 and is headquartered in San Francisco, CA. | Finance/Rental/Leasing | Director/Board Member | |
University of Pennsylvania | College/University | Masters Business Admin | |
Bain & Co., Inc.
![]() Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Stretton Development Corp.
![]() Stretton Development Corp. Packaged SoftwareTechnology Services Advisor Software, Inc. provides cloud based platform for wealth management companies. Its solutions include digital advisor, behavioral intelligence quotient, portfolio rebalancer, client acquisition, goalgamiPro, and wealth management APIS. The company was founded by Andrew Rudd in 1995 and is headquartered in Walnut Creek, CA. | Packaged Software | Chief Executive Officer | |
Synetic, Inc.
![]() Synetic, Inc. Miscellaneous ManufacturingProducer Manufacturing Synetic Inc. manufactures porous plastic products. Its services include data storage management consulting, data storage networking services, SAN and NAS technology design and implementation, virtual storage implementation & IP storage implementation with fiber and SCSI storage backbone. The company was headquartered in Montvale, NJ. | Miscellaneous Manufacturing | Corporate Officer/Principal | |
Haverford College | College/University | Undergraduate Degree | |
Yale University | College/University | Doctorate Degree | |
Rensselaer Polytechnic Institute | College/University | Graduate Degree | |
University of California, Berkeley | College/University | Doctorate Degree Masters Business Admin | |
Garage Technology Ventures LLC
![]() Garage Technology Ventures LLC Investment ManagersFinance Garage Technology Ventures LLC (Garage Technology Ventures) is a venture capital subsidiary of Pegasus Tech Ventures, Inc. founded in 1998 by Guy Takeo Kawasaki, Craig Winfield Johnson and Richard P. Karlgaard. The firm is headquartered in the Los Altos, California. | Investment Managers | Consultant / Advisor | |
Rocket Mortgage LLC
![]() Rocket Mortgage LLC Finance/Rental/LeasingFinance Rocket Mortgage LLC provides retail mortgage lending services. It offers fixed and adjustable rate loans, refinancing, reverse mortgage, and federal and veteran housing plans. The company was founded by Dan Gilbert in 1985 and is headquartered in Plymouth, MI. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Morgenthaler Management Corp.
![]() Morgenthaler Management Corp. Investment ManagersFinance Morgenthaler Management Corp (Morgenthaler Management) is a venture capital and private equity firm founded in 1968 by David Morgenthaler. The firm is headquartered in Portola Valley, California. | Investment Managers | Private Equity Investor | |
TrackVia, Inc.
![]() TrackVia, Inc. Packaged SoftwareTechnology Services TrackVia, Inc. provides online database applications. The firm specializes in business process management, digital process automation, low-code development platform and mobile development platform. It develops DIY workflow software platform for business operations users. The company was founded by Chris Basham and Matt McAdams in 2006 and is headquartered in Denver, CO. | Packaged Software | Chairman | |
Bullrun Financial, Inc.
![]() Bullrun Financial, Inc. Packaged SoftwareTechnology Services Bullrun Financial, Inc. provides investment technology software solutions. It makes software for large financial institutions such as banks, investment firms and government investment arms. The software's aim is to help these outlets manage financial portfolios by providing them with real-time data such as stock analysis and recommendations. It provides investment performance analytics and client reporting for asset managers, investment advisors, portfolio managers, fiduciaries, hedge funds, and other financial professionals. The company was founded in November 2003 and is headquartered in Hamilton, NJ. | Packaged Software | Director/Board Member Director/Board Member | |
United Capital Financial Partners, Inc.
![]() United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | Investment Managers | Director/Board Member | |
LIFE360, INC. | Packaged Software | Director/Board Member | |
SohoOS Ltd.
![]() SohoOS Ltd. Packaged SoftwareTechnology Services SohoOS Ltd. provides a business platform for small and micro business owners. It offers Soho OS, an Eco-system which provides vendor with client management, marketing & sales management tools, product & inventory management, billing and price books, shared calendar & email, and purchase and sales order solutions to small and micro business owners. The company was founded by Ron Daniel and Nadav Elyada in July 2009 and is headquartered in Tel Aviv, Israel. | Packaged Software | Director/Board Member | |
Fundly, Inc.
![]() Fundly, Inc. Miscellaneous Commercial ServicesCommercial Services Fundly, Inc. operates an online social fundraising platform for individuals and organizations raising funds for non-profits, charities, politics, schools, clubs, teams, and groups. It is designed to raise funds via websites such as Facebook and Twitter. The company was founded by David Boyce, James Nicol, and Erik Nilsson in 2008 and is headquartered in Palo Alto, CA. | Miscellaneous Commercial Services | Director/Board Member | |
Empower Personal Wealth LLC
![]() Empower Personal Wealth LLC Investment ManagersFinance Empower Personal Wealth LLC provides financial advisory services. Its financial tools offers net worth, fee analyzer, investment checkup and retirement planner. The firm?s financial advisory services include investment strategy, advisors, private client and additional services. The company was founded by William Hamilton Harris Jr. and Robert Foregger in 2009 and is headquartered in San Carlos, CA. | Investment Managers | Director/Board Member | |
Candex Solutions, Inc.
![]() Candex Solutions, Inc. Personnel ServicesCommercial Services Candex Solutions, Inc. provides recruitment supply chain for permanent positions. It offers value preposition, rollout and management, and reporting solutions. The firm has offices in London, New York, and Ramat Gan. The company was founded by Jeremy Scott Lappin on June 4, 2010 and is headquartered in New York, NY. | Personnel Services | Director/Board Member | |
Credit Interlink, Inc.
![]() Credit Interlink, Inc. Packaged SoftwareTechnology Services Credit Interlink, Inc. provides software services. Its products include credit reports, income verify and fraud. The company is headquartered in Chicago, IL. | Packaged Software | Director/Board Member | |
Ziploop, Inc.
![]() Ziploop, Inc. Packaged SoftwareTechnology Services Ziploop, Inc. provides mobile shopping application services. The company was founded by Peter Jackson, Sandra Breber and Paul Martinelli in April 2013 and is headquartered in Orinda, CA. | Packaged Software | Director/Board Member | |
Human Interest, Inc.
![]() Human Interest, Inc. Miscellaneous Commercial ServicesCommercial Services Human Interest, Inc. helps small businesses to setup retirement savings plans for employees. The company was founded by Roger Lee and Paul Sawaya in 2015 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Director/Board Member | |
C-Stacks, Inc.
![]() C-Stacks, Inc. Finance/Rental/LeasingFinance C-Stacks, Inc. engages in issuance of credit cards to customers and individuals. The company was founded by Robert H. Hartheimer and is headquartered in Albany, NY. | Finance/Rental/Leasing | Director/Board Member | |
Bloom Credit, Inc.
![]() Bloom Credit, Inc. Packaged SoftwareTechnology Services Bloom Credit, Inc. develops online platform which helps to improve financial eligibility of people declined for lending products. The company was founded by Matt Harris, Mo Gong and Corey Kaplan and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
Odeko, Inc.
![]() Odeko, Inc. Internet Software/ServicesTechnology Services Odeko, Inc. provides telecommunication services. The company was founded by and Atkinson and is headquartered in New York, NY. | Internet Software/Services | Director/Board Member | |
Los Altos Educational Foundation | President | ||
Practice Fusion, Inc.
![]() Practice Fusion, Inc. Packaged SoftwareTechnology Services Practice Fusion, Inc. engages in the development of cloud-based electronic health record platform for doctors and patients. Its platform features include e-Prescribing, medical charting, scheduling, lab integrations, patient management, patient health record, and mobile EMR and support. The company was founded by Matthew C. Douglass, Jonathan Malek, Alan Wong, and Ryan Howard in 2005 and is headquartered in San Francisco, CA. | Packaged Software | Director/Board Member | |
Chocolate Holdings, Inc. | Director/Board Member |
Statistics
International
United States | 47 |
Japan | 2 |
Sectoral
Finance | 17 |
Technology Services | 17 |
Commercial Services | 7 |
Consumer Services | 6 |
Producer Manufacturing | 2 |
Operational
Director/Board Member | 41 |
Corporate Officer/Principal | 20 |
Founder | 12 |
Chairman | 9 |
Chief Executive Officer | 6 |
Most connected contacts
Insiders | |
---|---|
Mark Goines | 34 |
Andrew T. Rudd | 14 |
Inder-Jeet Singh Gujral | 14 |
Philippe Thierry Chambadal | 11 |
Larry Gilbert Tint | 10 |
Paul Pfleiderer | 4 |
Edward Baker | 1 |
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