BNET Industries
Last Fiscal Year Sales:$318.0M
- Public
- US
Dow Jones Description
Investools Inc. offers market-leading investor education and brokerage and related financial products and services for self-directed investors. Investools Education Group offers a full range of investor education products and services that provide lifelong learning in a variety of interactive delivery formats, including instructor-led synchronous and asynchronous online courses, in-person workshops, one-on-one and one-to-many online coaching programs and telephone, live-chat and email support. thinkorswim Inc., Investools' financial technology pioneer and industry-leading online brokerage firm, is focused on providing services to self-directed options traders and active traders. thinkorswim offers customers a broad range of products including equity securities, fixed income, index products, options, futures, other derivatives and foreign exchange. thinkorswim provides unique front end trading platforms that allow its customers to trade electronically and provides sophisticated trading tools and analytics, including tools for implementing complex, multi-leg options strategies.
Chairman & CEO
Lee K. BarbaNumber of Employees 698
Contact Information
45 Rockefeller Plaza
Suite 2012
New York, New York 10111
801-816-6918
Peer Companies
NAICS Code All Other Miscellaneous Schools and Instruction: 611699
Recent Events
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OptionsXpress: Good Trade, Bad Investment
News & Analysis
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investools inc. - All News and Analysis
TD AMERITRADE Holding Corporation Acquisition of thinkorswim Call Transcript
Question-and-Answer Session Operator Operator Instructions. We'll take our first question today from Rich Repetto of Sandler O'Neill. Rich Repetto - Sandler O'Neill The first question is, outstanding platform, but the thinkorswim stocks prices certainly been impacted by an SEC investigation. I'm just trying to understand your due diligence and...
After Record Q3, Analysts Are Bullish on Thinkorswim
Zacks.com submits: Thinkorswim Group Inc. SWIM posted record revenue and earnings per share in the third-quarter as its online brokerage business boomed. SWIM is cheap - it trades at only 7.9x forward earnings. Company Description by Zacks.com
thinkorswim Group, Inc. Q2 2008 Earnings Call Transcript
Question-and-Answer Session Operator Thank you. Operator instructions We'll go first to Mike Vinciquerra with BMO Capital Markets. Mike Vinciquerra – BMO Capital Markets Thank you and good afternoon, guys. Lee Barba Hey, Mike. Mike Vinciquerra – BMO Capital Markets I must say, I hand it...
JANA Partners Shows New Stakes in Century Aluminum and Thinkorswim, Boosts AK Steel Stake
Lon Juricic submits: Barry Rosenstein's JANA Partners released its 13F for the quarter ended June 30, 2008 the other day. Below are some notable moves:New 1,204,656 share stake in Century Aluminum CENXNew 1,012,800 shares stake in Genentech DNANew 8,714,300 share stake in Talisman Energy TLMNew 2,344,493 share stake...
Investools, Inc. Q1 2008 Earnings Call Transcript
Question-and-Answer Session Operator Thank you, sir. Operator instructions The first question comes from Richard Fetyko at MCF & Company. Please go ahead. Richard Fetyko – Merriman Curhan Ford & Co. Good afternoon, guys. Lee Barba Hey, Richard. Ida Kane Hey, Richard. ...
Emerging Markets Consulting, LLC. : Emerging Equity Alerts.
M2 PRESSWIRE-3 October 2006-Emerging Markets Consulting, LLC.: Emerging Markets Consulting, LLC. : Emerging Equity AlertsC1994-2006 M2 COMMUNICATIONS LTD RDATE:03102006 Orlando, FL - Stocks gaining traction in yesterday's trading are Brocade Communications Systems, Inc., (NASDAQ: BRCD), INVESTools, Inc., (NASDAQ: IEDU), McDATA...
INVESTools Partners with Forex Capital Markets, Students Gain Access to Award Winning Currency Trading Technology
SALT LAKE CITY -- INVESTools Inc. (AMEX:IED), the market leader in fulfilling the lifelong education needs of self-directed investors, announced today that the Company has partnered with Forex Capital Markets LLC ("FXCM"), one of the largest non-bank futures commission merchants specializing solely in foreign exchange, for direct account access from...
Telescan Announces Acquisition of IndividualInvestor.com
Business Editors & High-Tech Writers HOUSTON & NEW YORK--BUSINESS WIRE--Nov. 19, 2001 Telescan Inc (OTCBB:TSCN) today announced plans to merge IndividualInvestor.com and WallStreetCity.com to form one of the most comprehensive suites of online financial tools and analytics for the individual investor. The newly merged site, to be called...
Corporate Profile for INVESTools Inc., dated Jan. 9, 1998
--BUSINESS WIRE--The following Corporate Profile is available for inclusion in your files. News releases for this client are distributed by Business Wire and also become part of the leading databases and online services, including all of the leading Internet-based services. -0- Published Date: Jan. 9, 1998 ...
INVESTools.com Tops 100,000 Users, Adds New Sources to Leading Advisory Service
REDWOOD CITY, Calif.--BUSINESS WIRE--Dec. 17, 1997--INVESTools Inc., a leading online provider of independent investment research and advisory information for the individual investor, today announced the addition of four respected investment newsletters to its resources available on the INVESTools web site (www.investools.com). With the four new publications, the...
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Decision Makers
| Name (plus bio) | Position |
|---|---|
| Don Klabunde | CIO & Vice President |
| Ida K. Kane | Senior Vice President & Chief Financial Officer |
| Paul A. Helbling | Senior Vice President, Chief Administrative Officer & Corporate Secretary |
| Paul Helbing | Chief Admin Officer, Senior Vice President & Secretary |
| Scott Waltz | Senior Vice President & Chief Marketing Officer |
| Dale C Ainge | Senior Vice President |
| Nelson Gonzalez | Senior Vice President, Operations |
| Angela J. Williams | Vice President |
| Dan Olson | Vice President |
| Thor A. Clark | Vice President |
| Truc N. Nguyen | Vice President, Investor Relations |
| Hans v. Meiss | Director, Audit |
| Charley Lax | Investor |
Board of Directors
| Name (plus bio) | Position |
|---|---|
| Lee K. Barba | Chairman & CEO |
| Douglas T. Tansill | Board of Directors |
| Hans von Meiss | Board of Directors |
| Stephen C. Wood | Board of Directors |
Mr. Barba's affiliation with Investools began in 2000, when he was selected Chief Executive Officer of Telescan, Inc., a wholly owned subsidiary of Investools. He later accepted the role of Chief Executive Officer and Director, where he continues to serve today. Previously, he was the Chief Executive Officer of Open Link Financial, a risk management software company; President of Coral Energy, a wholly owned subsidiary of Shell Oil Company and the largest shareholder in Open Link Financial; and a senior executive at Banker's Trust, a global organization with more than 2,100 employees in Asia, Europe and North America. Mr. Barba also worked for well-known stock brokerages such as Paine Webber and Lehman Brothers Kuhn Loeb. He earned an M.B.A. from Columbia University and a B.A. from the University of North Carolina.
| Organization | Position | Status |
|---|---|---|
| INVESTools Inc. | Chairman & CEO | Current |
| INVESTools Inc. | Chairman & CEO | Current |
| INVESTools Investor Education | CEO | Former |
| Telescan, LLC | Chief Executive Officer | Former |
| Open Link Financial Inc. | Chief Executive Officer | Former |
| Columbia University | M.B.A. | Former |
| The University of North Carolina | B.A. | Former |
| Organization | Position | Status |
|---|---|---|
| INVESTools Inc. | CIO & Vice President | Current |
| Telescan, Inc. | CIO & Vice President | Former |
| Organization | Position | Status |
|---|---|---|
| INVESTools Inc. | Senior Vice President & Chief Financial Officer | Current |
| Vsg Asset Management | Senior Vice President & Chief Financial Officer | Current |
| Encubate Holdings, LLC | Chief Accounting Officer | Former |
| Telescan, Inc. | CFO & Senior Vice President | Former |
| KPMG International | Audit Manager | Former |
| Equitrac Corp. | Corporate Controller | Former |
| University of Miami | M.B.A. | Former |
Mr. Helbling was appointed Chief Administrative Officer of the Company in January 2005, as Senior Vice President in June 2003, and as Corporate Secretary in February 2002. Mr. Helbling served as the Company's Chief Financial Officer from December 2001 until his appointment as Chief Administrative Officer. Prior to joining Telescan in August 1999, he was Vice President of Finance at PCC Flow Technologies, Inc., a subsidiary of Precision Castparts Corporation and a $350 million manufacturer of pumps and valves in the U.S. and Europe. From 1991 to 1997 Mr. Helbling served as Vice President and Chief Financial Officer of HydroChem Industrial Services, a $150 million provider of industrial cleaning services to the petrochemical, refining and utility industries. Mr. Helbling became a Certified Public Accountant in 1978, with experience in public accounting and in the contract drilling and oil and gas exploration and production industries. Mr. Helbling holds a B.A. and a M.A. degree from Rice University.
| Organization | Position | Status |
|---|---|---|
| INVESTools Inc. | Senior Vice President, Chief Administrative Officer & Corporate Secretary | Current |
| Vsg Asset Management | Senior Vice President, Chief Administrative Officer & Corporate Secretary | Current |
| Telescan, Inc. | Chief Admin Officer | Former |
| HydroChem Industrial Services, Inc. | Chief Financial Officer | Former |
| INVESTools Inc. | Senior Vice President | Former |
| HydroChem Industrial Services, Inc. | Vice President | Former |
| PCC Flow Technologies, Inc. | Vice President of Finance | Former |
| Precision Castparts Corp. | Vice President of Finance | Former |
| INVESTools Inc. | Corporate Secretary | Former |
| Rice University | M.A. Degree | Former |
| Rice University | B.A. | Former |
| Organization | Position | Status |
|---|---|---|
| INVESTools Inc. | Chief Admin Officer, Senior Vice President & Secretary | Current |
| Organization | Position | Status |
|---|---|---|
| INVESTools Inc. | Senior Vice President & Chief Marketing Officer | Current |
Mr. Ainge was appointed as Senior Vice Present of the Company in April 2005. Prior to serving in his current position, Mr. Ainge served as the Company's Vice President of Finance and Accounting from January 2004 to December 2004. Before joining the Company, Mr. Ainge served as Executive Vice President and Chief Financial Officer of Interactive Learning Systems, Inc., a start-up technology company. From 2000 to 2001 he served as Chief Financial Officer and Corporate Secretary of Infopia, Inc., an Internet service company. From 1999 to 2000 Mr. Ainge served as Chief Financial Officer and Chief Operating Officer of Internet services company North Sky, Inc., where he was instrumental in the company's explosive growth and ultimate sale to About.com. From 1995 to 1999 Mr. Ainge served in various capacities, including President and Chief Operating Officer, at CallWare Technologies, Inc, a software development company. From 1989 to 1995 he served as Director of accounting and financial reporting for Geneva Steel, a $500 million manufacturing company. Mr. Ainge began his career in 1986 at Arthur Andersen & Co. He holds B.A. and M.A. degrees in accounting and finance from Brigham Young University and is a certified public accountant.
| Organization | Position | Status |
|---|---|---|
| INVESTools Inc. | Senior Vice President | Current |
| Vsg Asset Management | Senior Vice President | Current |
| Callware Technologies, Inc. | President and Chief Operating Officer | Former |
| North-Sky | Chief Operating Officer | Former |
| Infopia, Inc. | Chief Financial Officer | Former |
| Interactive Learning Systems | Chief Financial Officer | Former |
| Callware Technologies, Inc. | Chief Operating Officer | Former |
| Interactive Learning Systems | Executive Vice President | Former |
| Infopia, Inc. | Board of Directors | Former |
| Brigham Young University | M.A. degrees in accounting | Former |
| Brigham Young University | M.A. degrees in accounting | Former |
| Organization | Position | Status |
|---|---|---|
| INVESTools Inc. | Senior Vice President, Operations | Current |
| Telescan, Inc. | Senior Vice President, Operations | Former |
| American Graduate School of International Management | M.B.A. in 1988 | Former |
| Brigham Young University | B.A. degree | Former |
| Brigham Young University | B.A. degree | Former |
| Organization | Position | Status |
|---|---|---|
| INVESTools Inc. | Vice President | Current |
| Organization | Position | Status |
|---|---|---|
| INVESTools Inc. | Vice President | Current |
| Organization | Position | Status |
|---|---|---|
| INVESTools Inc. | Vice President | Current |
| Organization | Position | Status |
|---|---|---|
| INVESTools Inc. | Vice President, Investor Relations | Current |
| Organization | Position | Status |
|---|---|---|
| INVESTools Inc. | Director, Audit | Current |
| Organization | Position | Status |
|---|---|---|
| Vsg Asset Management | Director and Audit Committee Chairman | Current |
| INVESTools Inc. | Board of Directors | Current |
| Niagara LaSalle Corporation | Director | Current |
| Niagara Corporation | Board of Directors | Current |
| Kidder, Peabody & Co. | Managing Director | Former |
| Harvard University | M.B.A. | Former |
| Harvard Business School | M.B.A. | Former |
| Trinity College | B.A. In Economics | Former |
Mr. von Meiss was appointed a Director of the Company in December 2001. Since 1997, Mr. von Meiss has been involved in financial management and consulting and has pursued investments in Internet related businesses. He also serves on the Board of Directors as Chairman of an industrial concern, as a member of the Board of Director of a newly formed ecology company and his own company, G. von Meiss AG. From 1994 to 1997, Mr. von Meiss served as Chief Executive Officer of Swiss Textile Group. From 1991 to 1994, Mr. von Meiss was Chief Executive Officer of a publicly quoted Dutch company following its privatization from the Dutch government. From 1988 to 1991, Mr. von Meiss worked as an independent financial consultant. Mr. von Meiss served as Chief Executive Officer of Dr. Ing. Koenig AG, a leading Swiss service center for flat steel and industrial fasteners from 1984 to 1988. From 1977 to 1984, Mr. von Meiss served in various positions in investment banking with Bankers Trust International Ltd. and Chase Manhattan Ltd. in London. Mr. von Meiss received a Bachelors degree in Economics in 1973 from the University of St. Gallen in Switzerland. He received his M.B.A. from INSEAD, Fontainebleau, France in 1977.
| Organization | Position | Status |
|---|---|---|
| INVESTools Inc. | Board of Directors | Current |
| Organization | Position | Status |
|---|---|---|
| Airnote | President and CEO | Current |
| Geospiza, Inc. | Founder and Chairman of Wireless Services Corporation | Current |
| Cdigix, Inc. | Board Member | Current |
| 3DMAXMEDIA, Inc. | Board of Directors | Current |
| Wireless Services Corporation | CEO | Former |
| INVESTools Inc. | Board of Directors | Current |
| Wireless Services Corporation | President | Former |
| Starwave Corporation | President | Former |
| McCaw Cellular Communications | Vice President of Information Broadcasting | Former |
| Microsoft Corporation | general manager | Former |
| Wireless Services Corporation | Co-founder | Former |
| Microsoft Corporation | employee #6 | Former |
| Microsoft Corporation | software engineer | Former |
| Starwave Corporation | Board Member | Former |
| McCaw Cellular Communications, Inc. | Board Member | Former |
| Stanford University | Master of Electrical Engineering Degree | Former |
| Case Western Reserve University | Bachelor of Science Degree In Computer Engineering | Former |
| Organization | Position | Status |
|---|---|---|
| Outstart | Founder and Managing General Partner of Grandbanks Capital | Current |
| Nantucket Conference | Founder and Managing General Partner of Grandbanks Capital (Gbc) | Current |
| Grandbanks Capital, Inc. | Founder | Current |
| Softbank Capital Partners | General Partner | Current |
| Grandbanks Capital, Inc. | Managing General Partner | Current |
| Ottawa Venture & Technology Summit | Managing General Partner, Grandbanks Capital | Current |
| Boston University School of Management | Advisor | Current |
| Bankeast Corporation | Advisor | Current |
| Incipient, Inc. | Board Member | Current |
| Coradiant, Inc. | Board Member | Current |
| Cxo Systems, Inc. | Board Member | Current |
| Ember Corporation | Board Member | Current |
| Colubris Networks | Board Member | Current |
| Outstart | Board of Directors | Current |
| ThirdAge, Inc. | Investor | Current |
| Interliant | Investor | Current |
| Art Technology Group, Inc. | Investor | Current |
| Multex Systems, Inc. | Investor | Current |
| Talk City | Investor | Current |
| 1-800-Flowers.com, Inc. | Investor | Current |
| Launch Media, Inc. | Investor | Current |
| TheStreet.com, Inc. | Investor | Current |
| INVESTools Inc. | Investor | Current |
| Webhire, Inc. | Investor | Current |
| GSI Commerce, Inc. | Investor | Current |
| Mainspring Communications Inc. | Investor | Current |
| Firefly Networks | Investor | Current |
| Vimac Ventures LLC | Venture Partner | Former |
| Softbank Corporation | first investment manager | Former |
| Ironside Ventures, LLC | advisor | Former |
| Vimac Ventures LLC | advisor | Former |
| Phoenix Technologies Ltd. | BIOS developer | Former |
| Boston University | B.S. | Former |
Executive News
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