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 Tierney
Number of Employees 20
Contact Information

601 Montgomery St Ste 1700

San Francisco, California 94111

www.finaplex.co...

1 415 490 2200

NAICS Code All Other Publishers: 511199

News & Analysis

finaplex inc. - All News and Analysis

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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