Dave Welling
Corporate Officer/Principal at ADVENT SOFTWARE, INC.
Network origin in Dave Welling first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
| Subsidiary | Information Technology Services | 24 | |
Mercer Global Advisors, Inc.
 Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., which is owned by Mercer Advisors, Inc. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments.
10
| Subsidiary | Investment Managers | 10 |
Mercer Advisors, Inc.
 Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO.
7
| Holding Company | Investment Managers | 7 |
REGIS ACQUISITION INC.
 REGIS ACQUISITION INC. Investment ManagersFinance Part of Mercer Advisors, Inc., Regis Acquisition Inc. is a company that provides investment advice. The company is based in Denver, CO. The company was founded in 2003. The CEO is David Charles Welling.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dave Welling via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| FAIR ISAAC CORPORATION | Packaged Software | Chairman Director/Board Member | |
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 | Director/Board Member Director of Finance/CFO Human Resources Officer | |
| University of Nebraska | College/University | Undergraduate Degree | |
Genstar Capital Management LLC
 Genstar Capital Management LLC Investment ManagersFinance Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
TradePoint Solutions, Inc.
 TradePoint Solutions, Inc. Packaged SoftwareTechnology Services TradePoint Solutions, Inc. provides electronic business communication services. The company provides web-based service that simplifies the presentation, negotiation, and documentation of promotions to retailers. Its solutions automate workflow to streamline the promotion communication process. The company converts the paper process to an electronic system. Its solutions enable manufacturers, brokers, and retailers to automate the execution of trade promotions in a Web-based environment. TradePoint Solutions was founded in 2000 and is headquartered in Pleasanton, CA. | Packaged Software | Chief Executive Officer | |
Khoros LLC
 Khoros LLC Packaged SoftwareTechnology Services Khoros LLC provides social networking software solutions. It offers khoros platform, marketing, and strategic services. The company was founded by Matt Ayres, John Jon, Thouati G. Michel, Lyle Fong, Dennis Fong, Nader Alizadeh, Michael Yang and Kirk Yokomizo in 2019 and is headquartered in San Francisco, CA. | Packaged Software | Chief Executive Officer Chief Executive Officer Sales & Marketing | |
Glassdoor, Inc.
 Glassdoor, Inc. Commercial Printing/FormsCommercial Services Glassdoor, Inc. operates an employee review and job-search platform. It offers job listings, as well as access to user-generated content, including company-specific salary reports, ratings and reviews, interview questions and reviews, office photos and more. The company was founded by Richard N. Barton, Timothy Andrew Besse and Robert Hohman in 2007 and is headquartered in Mill Valley, CA. | Commercial Printing/Forms | Director of Finance/CFO Human Resources Officer | |
| Stanford University | College/University | Director/Board Member Masters Business Admin | |
Accenture LLP
 Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| READSOFT AB | Packaged Software | Director/Board Member | |
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 | Consultant / Advisor Consultant / Advisor Corporate Officer/Principal | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree | |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Chief Executive Officer Director/Board Member | |
| WORKDAY INC. | Information Technology Services | Director/Board Member Corporate Officer/Principal | |
| BodiData, Inc. | Director/Board Member Director/Board Member | ||
| OPENLANE, INC. | Miscellaneous Commercial Services | Director/Board Member | |
| GOODRX HOLDINGS, INC. | Internet Software/Services | Director of Finance/CFO | |
Ibotta, Inc.
 Ibotta, Inc. Packaged SoftwareTechnology Services Ibotta, Inc. is a performance marketing platform allowing brands to deliver digital promotions to hundreds of millions of consumers through a network of publishers called the Ibotta Performance Network (IPN). The IPN allows marketers to influence what people buy, and where and how often they shop - all while paying only when their campaigns directly result in a sale. The company was founded by Bryan W. Leach on October 31, 2011 and is headquartered in Denver, CO. | Packaged Software | Director of Finance/CFO | |
| The University of Colorado | College/University | Undergraduate Degree | |
| ZENDESK, INC. | Packaged Software | Director/Board Member | |
FCG Prodacapo Sweden AB
 FCG Prodacapo Sweden AB Packaged SoftwareTechnology Services FCG Prodacapo Sweden AB provides integrated and business process-oriented performance management software. Its products include Prodacapo ABM, Prodacapo Scorecard, Prodacapo Process Management, Prodacapo Planning, Prodacapo Reporting Data Mart and Prodacapo Power Analytics IMA. The firm offers solutions for healthcare and private sectors. Its consultancy services include situation assessment, model design, workshops, trainings, project planning, simulation, and implementation support and performance management. The company was founded in August 1994 and is headquartered in Danderyd, Sweden. | Packaged Software | Director/Board Member | |
| Industri-Matematik International, Inc. | Sales & Marketing | ||
| Harvard Business School | College/University | Masters Business Admin | |
| Linköping Institute of Technology | College/University | Graduate Degree | |
Extenda AB
 Extenda AB Information Technology ServicesTechnology Services Extenda AB develops point-of-sale technology (POS) solutions. Its product suite include transaction engine, selfscan, mobile POS, and self checkout. The firm also offers support, service and maintenance, and catalogue services. The company was founded by Peter Carlman in 1982 and is headquartered in Stockholm, Sweden. | Information Technology Services | Chief Executive Officer | |
| New York University | College/University | Masters Business Admin | |
Scivantage, Inc.
 Scivantage, Inc. Packaged SoftwareTechnology Services Scivantage, Inc. provides web-based software solutions for the financial services industry. The firm's products include scivantage professional, investor, and maxit. Its services encompass implementation, consulting, custom solutions, and staff augmentation. The company was founded by Adnane Charchour in 2000 and is headquartered in Jersey City, NJ. | Packaged Software | Director/Board Member | |
California Institute of Technology
 California Institute of Technology Other Consumer ServicesConsumer Services California Institute of Technology provides education focusing on science, engineering, academia, business, and public service. The company was founded in 1891 and it is headquartered in Pasadena, CA. | College/University | Undergraduate Degree | |
Clarify Health Solutions, Inc.
 Clarify Health Solutions, Inc. Packaged SoftwareTechnology Services Clarify Health Solutions, Inc. develops real-time care guidance technology solutions. Its platform connects patients, clinicians, and managers with an information they need; stratifies patients based on clinical and non-clinical characteristics; collects real-time data on patient?s progress; detects potential complications before they happen; and prompts patients and care providers to act. The company was founded by Jean Drouin and Todd J. Gottula in 2015 and is headquartered in San Francisco, CA. | Packaged Software | Founder | |
Leisure Capital Management, Inc.
 Leisure Capital Management, Inc. Investment ManagersFinance Leisure Capital Management, Inc. (LCM) is a registered wealth management firm headquartered in Costa Mesa, California. The firm was founded by Marr Leisure in 2002 and is principally owned by The Leisure Family Trust. LCM offers discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, individual participants of retirement plans, insurance companies, and charitable organizations. They also offer non-discretionary advisory services to individual participants of retirement plans and/or at a client’s request. | Investment Managers | Analyst-Equity | |
| United States Court of Appeals For DC Circuit | Corporate Officer/Principal | ||
| University of Wisconsin-River Falls | College/University | Undergraduate Degree | |
| University of California, Irvine | College/University | Undergraduate Degree | |
| Richard Ivey School of Business | College/University | Masters Business Admin | |
Forge Global, Inc.
 Forge Global, Inc. Internet Software/ServicesTechnology Services Forge Global, Inc. engages in the provision of online trading services. It offers access and exposure to pre-IPO companies shares and enables to sell share ownership. The company was founded by Andrea Lamari, Sohail Prasad, Samvit Ramadurgam, and Gil Silberman in 2014 and is headquartered in San Francisco, CA. | Internet Software/Services | Director/Board Member | |
| LEFTERIS ACQUISITION CORP. | Financial Conglomerates | Director/Board Member | |
Figure Lending LLC
 Figure Lending LLC Packaged SoftwareTechnology Services Figure Lending LLC develops blockchain-based financial technology solutions. The company is based in Charlotte, NC. The company was founded in 2018 by Mike Cagney and June Ou. Mike Cagney has been the CEO since 2018. | Packaged Software | President | |
| FIGURE ACQUISITION CORP. I | Financial Conglomerates | President |
Statistics
International
| United States | 43 |
| Sweden | 5 |
| Brazil | 2 |
| Canada | 2 |
Sectoral
| Technology Services | 21 |
| Consumer Services | 14 |
| Finance | 7 |
| Commercial Services | 6 |
| Utilities | 2 |
Operational
| Director/Board Member | 93 |
| Corporate Officer/Principal | 60 |
| Undergraduate Degree | 32 |
| Independent Dir/Board Member | 21 |
| President | 21 |
Most connected contacts
| Insiders | |
|---|---|
| Asiff Hirji | 35 |
| A. Battle | 24 |
| Charles Goldman | 23 |
| Hal Strong | 17 |
| Robert M. Tarkoff | 14 |
| Karsten Voermann | 12 |
| John Harold Scully | 12 |
| Carmel Galvin | 12 |
| Randall Cook | 11 |
| James Kirsner | 11 |
| James Cox | 10 |
| Wendell G. van Auken | 10 |
| Stephanie DiMarco | 9 |
| Michael Lyle Frandsen | 9 |
| Susan Douglass Quirk | 7 |
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