BNET Industries
Last Fiscal Year Sales:$17.4M
- Private
- US
Dow Jones Description
Finaplex has been built from the ground up to be the market-leading portfolio and relationship management offering for the wealth management industry.
Chief Executive Officer
Peter R TierneyNumber of Employees 20
Contact Information
601 Montgomery St Ste 1700
San Francisco, California 94111
1 415 490 2200
Peer Companies
NAICS Code All Other Publishers: 511199
News & Analysis
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finaplex inc. - All News and Analysis
ADP and Finaplex join forces to offer enhanced wealth management solution.
M2 PRESSWIRE-13 December 2004-AUTOMATIC DATA PROCESSING, INC: ADP and Finaplex join forces to offer enhanced wealth management solutionC1994-2004 M2 COMMUNICATIONS LTD RDATE:12132004 NEW YORK, New York - ADP Brokerage Services Group, a division of Automatic Data Processing, Inc. (NYSE: ADP), and...
- 1
Decision Makers
| Name (plus bio) | Position |
|---|---|
| Peter R Tierney | Chief Executive Officer |
| John Foley | Vice President of Marketing |
| Keith Jaeger | Vice President of Product Development |
| Vincent Kasten | Vice President of Professional Services |
| Allan Rosenstein | |
| Jeff Lee |
Board of Directors
| Name (plus bio) | Position |
|---|---|
| Tom Hutton | Executive Chairman |
| John Jarve | Board Member |
| Mike Cagney | Board of Directors |
| Rex Golding | Board Member |
| Walter Jewett | Board of Directors |
| Organization | Position | Status |
|---|---|---|
| Finaplex, Inc. | Chief Executive Officer | Current |
| Finaplex, Inc. | President | Current |
| Market First, Inc. | Current | |
| Primavera Design | Board of Directors | Current |
| Castelle | Board of Directors | Current |
| Inference Corporation | CEO | Former |
| Inference Corporation | President | Former |
| Relational Technology Co. | Vice President of Marketing and Sales | Former |
| Inference Corporation | Chairman | Former |
| Northeastern University | Bachelor's Degree In Management | Former |
| Organization | Position | Status |
|---|---|---|
| Primavera Design | Vice President of Marketing | Current |
| Finaplex, Inc. | Vice President of Marketing | Current |
| The Charles Schwab Corporation | Managing Director | Former |
| Intuit, Inc. | Senior Product Manager | Former |
| San Francisco State University | Mba | Former |
Keith Jaeger is responsible for the successful delivery of Finaplex's Wealth Management product to the marketplace as well as customer support and is the company's chief security officer. Mr. Jaeger manages Product Management, Engineering, QA, Documentation, Customer Service, Security and Release Management to ensure that the Finaplex product serves the needs of its customers and has exceptional quality. He has been managing product development organizations at a variety of software companies over the past 20 years, including Sawyer Media Systems, Desktop.com, Viscomm (now Bricsnet), and Synon (now Sterling Software). While at Synon, Mr. Jaeger managed the organization that provided the core software components that were used as the technology underpinnings by many financial institutions, for both financial software companies and institutions doing in-house development.
| Organization | Position | Status |
|---|---|---|
| Finaplex, Inc. | Vice President of Product Development | Current |
| Bricsnet | Former | |
| Sterling Software | Former |
| Organization | Position | Status |
|---|---|---|
| Finaplex, Inc. | Vice President of Professional Services | Current |
| Organization | Position | Status |
|---|---|---|
| Finaplex, Inc. | Current | |
| Tile Imports LLC | Partner | Former |
| Seer Technologies | Former | |
| New York University | MBA in Management and Information Systems | Former |
| State University of New York at Albany | B.S. in Business Administration | Former |
| Organization | Position | Status |
|---|---|---|
| Finaplex, Inc. | Current | |
| Wells Fargo & Company | Senior Vice President | Former |
Tom Hutton is the Managing Partner of Thompson Hutton LLC, where he pursues and manages private equity and venture capital investments in partnership with a number of leading firms. Currently, Tom serves as Executive Chairman of Boats/Yachtworld.com, Claim IQ and Finaplex. He is a Director of Montpelier Re and Safeco. Formerly, Tom served as President and CEO of Risk Management Solutions, Inc. from its founding in 1990 to its sale in 2000. He served as a Venture Partner at Trident Capital, and an adviser/consultant to Sutter Hill Ventures and Morgan Stanley Capital Partners between 2000 and 2002. Tom received an MBA with Distinction from Harvard Business School in 1986, and MS (Mechanical Engineering) and BA (Economics) Degrees from Stanford University in 1978 and 1977, respectively.
| Organization | Position | Status |
|---|---|---|
| Hutton & Co. | Managing Partner | Current |
| Claimiq, Inc. | Executive Chairman | Current |
| Finaplex, Inc. | Executive Chairman | Current |
| Benefitpoint, Inc. | Chairman | Current |
| Risk Management Solutions Inc. | CEO | Former |
| Risk Management Solutions Inc. | President | Former |
| Trident Capital | Venture Partner | Former |
| Sutter Hill Ventures | Consultant | Former |
| Harvard Business School | Mba With Distinction | Former |
| Stanford University | Ba (Economics) Degrees | Former |
| Organization | Position | Status |
|---|---|---|
| Powerreviews, Inc | Managing Director, Menlo Ventures | Current |
| Mobitv, Inc. | Managing Director | Current |
| Divitas Networks, Inc. | Managing Director, Menlo Ventures | Current |
| Menlo Ventures | Managing Director | Current |
| Evergrid, Inc. | Managing Director, Menlo Ventures | Current |
| Aprius Inc. | Member of the Board of Directors | Current |
| Primavera Design | Board of Directors | Current |
| Cavium Networks, Inc. | Board of Directors | Current |
| Powerreviews, Inc | Board of Directors | Current |
| Menlo Ventures | Board of Directors | Current |
| Finaplex, Inc. | Board Member | Current |
| Mobitv, Inc. | Board of Directors | Current |
| Netcontinuum, Inc. | Board Member | Current |
| Ismosys | Director | Current |
| Divitas Networks, Inc. | Board of Directors | Current |
| Matisse Networks Inc | Board of Directors | Current |
| Stanford Graduate School of Business | Board Member | Current |
| Parascale | Board of Directors | Current |
| Evergrid, Inc. | Board of Directors | Current |
| Mobitv, Inc. | Investor | Current |
| Finaplex, Inc. | Investor | Current |
| Netcontinuum, Inc. | Investor | Current |
| Cavium Networks, Inc. | Investor | Current |
| UUNET Technologies | past director | Former |
| Massachusetts Institute of Technology | Trustee of the Corporation | Former |
| Intel Corporation | product marketing | Former |
| WorldCom, Inc. | Former | |
| Ibas | Former | |
| UUNET Technologies | Director | Former |
| iBasis, Inc. | Investor | Former |
| SpectraLink Corporation | Investor | Former |
| Digital Insight Corporation | Investor | Former |
| Ascend Communications | Investor | Former |
| UUNET Technologies | Investor | Former |
| Stanford Graduate School of Business | M.B.A | Former |
| Massachusetts Institute of Technology | M.S. in Electrical Engineering | Former |
| Massachusetts Institute of Technology | B.S. in Electrical Engineering | Former |
As a co-founder, Mr. Cagney helped launched the company as an innovative leader in wealth and investment management technology. Prior to founding Finaplex, Mr. Cagney was responsible for financial product development and proprietary and derivative trading at Wells Fargo Bank.
| Organization | Position | Status |
|---|---|---|
| Finaplex, Inc. | Board of Directors | Current |
| Primavera Design | Board of Directors | Current |
| Finaplex, Inc. | Founder | Former |
| Wells Fargo Bank | Former | |
| Wells Fargo & Company | Former |
| Organization | Position | Status |
|---|---|---|
| Auctiondrop, Inc. | Managing Director for Mobius Venture Capital | Current |
| Mobius Venture Capital | managing director | Current |
| Clarus Systems, Inc. | Board Member | Current |
| Reametrix, Inc. | Board Member | Current |
| Primavera Design | Board of Directors | Current |
| Planitax, Inc. | Board Member | Current |
| Perfect Commerce, Inc. | Board of Directors | Current |
| Lrn Corporation | Board Member | Current |
| Finaplex, Inc. | Board Member | Current |
| Auctiondrop, Inc. | Board Member | Current |
| Mobius Venture Capital | D. Rex | Former |
| Morgan Stanley | co-head | Former |
| Salomon Brothers | Investment Banker | Former |
| Amazon.com, Inc. | Former | |
| Volpe Brown Whelan | Former | |
| Securityfocus | Board Member | Former |
| Harvard Business School | M.B.A. with distinction | Former |
| Harvard College | A.B. cum laude in Applied Mathematics | Former |
Walter is a leading advisor to the financial services industry in the areas of strategy and product initiatives. Previously, he was an executive in residence at Goldman, Sachs Ventures. Prior to that, Walter had a distinguished career at Booz, Allen & Hamilton. He was a senior partner, heading the U.S. financial services practice, a member of the board of directors, member of the audit committee of the board, chairman of the finance committee and member of the senior partner operational council. Throughout his career he was a client officer providing corporate and business strategy, marketing strategy, operations and cost management and technology management services to commercial and investment banks, other financial services companies and industrial companies in the U.S., Canada and Europe. Prior to his Booz, Allen career, Walter was a bond portfolio manager at Wachovia Bank and Trust. He is a member of the board of directors and chairman of the audit committee of Datek Online Holdings, Inc. Walter holds a B.A. in Economics from University of Florida and an M.B.A. from Amos Tuck School, Dartmouth College.
| Organization | Position | Status |
|---|---|---|
| Datek Online Holdings Corp | Chairman | Current |
| Finaplex, Inc. | Board of Directors | Current |
| Wachovia Bank | Portfolio Manager | Former |
| Booz Allen Hamilton, Inc. | Former | |
| Datek Online Holdings Corp | Board of Directors | Former |
| Tuck School of Business at Dartmouth | M.B.A. | Former |
| Dartmouth College | M.B.A. | Former |
| University of Florida | B.A. In Economics | Former |
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