Joseph Maxwell
Founder at Ipreo Insite, Inc.
Profile
Joseph E.
Maxwell founded CapControls LLC in 2008, where he worked as Chairman & Chief Executive Officer from 2008 to 2013, Investment Scorecard, Inc. in 1995, where he worked as Chairman & Chief Executive Officer, and Ipreo Insite, Inc. in 2012, where he is working as Chairman from 2015.
Mr. Maxwell also currently works at Volunteer Bancorp, Inc., as Chairman from 2021, Core10, Inc., as Chairman, DealCloud, Inc., as Director, FinMkt, Inc., as Director from 2019, Beanworks Solutions, Inc., as Director from 2018, MyDigitalOffice Holdings, Inc., as Director from 2019, InsurePay LLC, as Director from 2021, Fresh Technology,Inc, as Board Member from 2020, Numerated Growth Technologies, Inc., as Board Member from 2017, LegacyShield Solutions, Inc., as Board Member from 2018, Nested Rails, LLC, as Managing Partner from 2016, FI.SPAN Services, Inc., as Board Member from 2018, and Health Here, Inc., as Board Member from 2021.
Mr. Maxwell also formerly worked at Beacon Technologies Ltd., as Chairman from 2007 to 2015, Interactive Advisory Software, Inc., as Director, Independence Trust Co., as Director, Mobtech Corp., as Director, Wealth Access, Inc., as Director, Interactive Advisory Software, Inc., as Board Member from 2009 to 2012, Mobtech Corp., as Board Member from 2001 to 2013, Digital Arbitrage, Inc., as Board Member from 2013 to 2018, Young Entrepreneurs Organization (Canada), as Member, Trail Software, Inc., as Board Member from 2016 to 2020, and Jamplify, as Board Member from 2013 to 2016.
Mr. Maxwell received his undergraduate degree from Denison University and Masters Business Admin degree from Vanderbilt Owen Graduate School of Management.
Joseph Maxwell active positions
| Companies | Position | Start |
|---|---|---|
Ipreo Insite, Inc.
 Ipreo Insite, Inc. Packaged SoftwareTechnology Services Ipreo Insite, Inc. provides shareholder management, analysis, reporting and valuation solutions and services. Its products, Qval and CapControls, are the industry standards for the administrative, deal modeling, and valuation needs for largest GPs and their portfolio companies. The company serves venture capital/private equity investors and private companies in their portfolios. It has offices in Boulder, Nashville and San Francisco. Shareholder InSite was founded by Brett Matthew Suchor and Charles E. Blankenship Jr. in 2012 and is headquartered in Nashville, TN. | Founder | 31/12/2011 |
DealCloud, Inc.
 DealCloud, Inc. Packaged SoftwareTechnology Services DealCloud, Inc. provides deal management, workflow, and technology solutions. It offers implementation, account management, training, and deal cloud university. The company was founded by Robert J. Cummings, Ben Harrison, and W. Edwin McMahan, Jr. in 2010 and is headquartered in Jersey City, NJ. | Director/Board Member | - |
Beanworks Solutions, Inc.
 Beanworks Solutions, Inc. Packaged SoftwareTechnology Services Beanworks Solutions, Inc. develops cloud-based accounts payable automation solutions. It modernize accounts payable process, from purchase decision to invoice approval with electronic payments. The company was founded by Reza Sanaie, Cory Cleaver, Tracy Thompson and Catherine Dahl and is headquartered in Vancouver, Canada. | Director/Board Member | 31/05/2018 |
Nested Rails, LLC
 Nested Rails, LLC Investment ManagersFinance Nested Rails LLC (Nested Rails) is a venture capital firm founded by Jim McKelvey & Rick Kushel in 2016. The firm is headquartered in Nashville, Tennessee with additional offices in New Jersey and Missouri. | Private Equity Investor | 31/12/2015 |
Core10, Inc.
 Core10, Inc. Packaged SoftwareTechnology Services Core10, Inc. develops software for financial institutions. The company was founded by Jeff Martin and Lee Farabaugh and is headquartered in Franklin, TN. | Chairman | - |
InsurePay LLC
 InsurePay LLC Packaged SoftwareTechnology Services InsurePay LLC is a leading insuretech SaaS platform that enables the accuracy of premiums, integrated payments, and reconciliations in real-time for agencies, carriers, MGAs, and insurance technology providers. The company is based in Nashville, TN, and has subsidiaries in the United States. InsurePay's platform offers policyholder payments, carrier paygo and payables, vendor payables, and claims payments and agency receivables all integrated to back-office core systems. The company was founded in 2003, and the CEO is Adam Beck. | Director/Board Member | 31/12/2020 |
Health Here, Inc.
 Health Here, Inc. Packaged SoftwareTechnology Services Health Here, Inc. is a company that provides a streamlined pre-payment and estimation system for specialty practices through their Q Code Estimator. The company is based in Nashville, TN. The system includes support for Good Faith Cost Estimates (GFEs) and aims to simplify specialty care from the first impression to episodic payments. Health Here also offers Q Pay, a convenient and transparent payment option for patients, which helps reduce patient A/R and eliminate surprise bills. The company was founded by Ryan Andrew Wells, who has been the CEO since incorporation. | Director/Board Member | 31/10/2021 |
Fresh Technology,Inc
 Fresh Technology,Inc Packaged SoftwareTechnology Services Fresh Technology LLC provides IT infractructure and managed services. It also offers freshlink managed network, freshvoice voip cloud phone, co-location, data center, business class internet, cloud and fresh IT consulting services. The company was founded by J Michael Bodnar in 1970 and is headquartered in Hoover, AL. | Director/Board Member | 30/06/2020 |
FinMkt, Inc.
 FinMkt, Inc. Packaged SoftwareTechnology Services FinMKT, Inc. provides technology, data and infrastructure to finance industry. It offers FM gateway, marketplace and FM portfolio and lendivous solutions. The firm serves retailers, banks, credit unions, media, associations, alternative finance, corporations and online financial services. The company was founded by Srikanth Goteti and Luan Cox in 2011 and is headquartered in New York, NY. | Director/Board Member | 31/07/2019 |
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Former positions of Joseph Maxwell
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Training of Joseph Maxwell
| Denison University | Undergraduate Degree |
| Vanderbilt Owen Graduate School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 25 |
|---|---|
Volunteer Bancorp, Inc.
 Volunteer Bancorp, Inc. Financial ConglomeratesFinance Volunteer Bancorp, Inc. operates as a bank holding company for The Citizens Bank of East Tennessee, which provides a full range of retail banking services. It provides various services, including acceptance of demand, savings and time deposits, the making of loans to consumers, businesses and other institutions, the investment of excess funds in the sale of federal funds and agency obligations, state, county and municipal bonds, and other miscellaneous financial services usually handled for customers by commercial banks. The company was founded on November 25, 1985 and is headquartered in Rogersville, TN. | Finance |
Interactive Advisory Software, Inc.
 Interactive Advisory Software, Inc. Packaged SoftwareTechnology Services Interactive Advisory Software, Inc. provides web based wealth management software solutions. It offers Solution 360?, a wealth management software application which focuses on serving the needs of registered investment advisors and independent financial advisors. The firm also offers financials planning, portfolio and customer relations ship management, reconciliation, rebalancing and trading and client portal and reporting services. The company was founded by David W. Grace in 2001 and is headquartered in Egg Harbor, NJ. | Technology Services |
Independence Trust Co.
 Independence Trust Co. Investment ManagersFinance Founded in 1997 by Marcia Williams, Independence Trust Co. is an investment advisor located in Franklin, Tennessee. | Finance |
Mobtech Corp.
 Mobtech Corp. Packaged SoftwareTechnology Services Mobular Technologies, Inc. engages in the provision of technology and services for web-based, interactive communications. It offers technology solutions for publishing and distributing high-value data and documents in the financial services, eCommerce, and government markets. The company was founded by David Noever and John Horack in 2000 and is headquartered in Hunstville, AL. | Technology Services |
CapControls LLC
 CapControls LLC Data Processing ServicesTechnology Services CapControls's web platform combines a complete set of a private company's shareholder records with powerful analytical tools and management reports. The toolset supports due diligence on the cap table, 'what-if' analysis of the capital structure and reporting options that benefit management, the board and the recruiting process. The firm's services include Capital Structure Decision Support, Cap Table Due Diligence, and Term Sheet Modeling. The company was founded in 2008 by Joe Maxwell and Charles Blankenship and is headquartered in Nashville, TN. | Technology Services |
DealCloud, Inc.
DealCloud, Inc. Packaged SoftwareTechnology Services DealCloud, Inc. provides deal management, workflow, and technology solutions. It offers implementation, account management, training, and deal cloud university. The company was founded by Robert J. Cummings, Ben Harrison, and W. Edwin McMahan, Jr. in 2010 and is headquartered in Jersey City, NJ. | Technology Services |
Wealth Access, Inc.
 Wealth Access, Inc. Miscellaneous Commercial ServicesCommercial Services Wealth Access, Inc. operates wealth management platform designed for financial advisers and high-net-worth clients. It offers personal financial management tools to registered investment advisors and high net worth clients. The firm proprietary and diagnostic cloud-based wealth reporting and investment monitoring software platform. The company was founded by David Benskin in 2011 and is headquartered in Nashville, TN. | Commercial Services |
Digital Arbitrage, Inc.
 Digital Arbitrage, Inc. Packaged SoftwareTechnology Services Digital Arbitrage, Inc. develops enterprise scale cloud and subscription based internet applications for the hospitality industry. The company was founded by Richard Castle, Adam Harris and Phillip Kopp in 2012 and is headquartered in San Diego, CA. | Technology Services |
Investment Scorecard, Inc.
 Investment Scorecard, Inc. Packaged SoftwareTechnology Services Investment Scorecard, Inc. provides software solutions to the wealth management industry. The firm offers suite of performance measurement, policy monitoring and independent client reporting solutions for wealth management firms, financial institutions and portfolio managers in the United States. The company was founded in 1995 and is headquartered in Nashville, TN. | Technology Services |
Young Entrepreneurs Organization (Canada)
 Young Entrepreneurs Organization (Canada) Miscellaneous Commercial ServicesCommercial Services Young Entrepreneurs Organization (Canada) operated as membership organisation for entrepreneurs. The company was headquartered in Vancouver, Canada. | Commercial Services |
Ipreo Insite, Inc.
Ipreo Insite, Inc. Packaged SoftwareTechnology Services Ipreo Insite, Inc. provides shareholder management, analysis, reporting and valuation solutions and services. Its products, Qval and CapControls, are the industry standards for the administrative, deal modeling, and valuation needs for largest GPs and their portfolio companies. The company serves venture capital/private equity investors and private companies in their portfolios. It has offices in Boulder, Nashville and San Francisco. Shareholder InSite was founded by Brett Matthew Suchor and Charles E. Blankenship Jr. in 2012 and is headquartered in Nashville, TN. | Technology Services |
FinMkt, Inc.
FinMkt, Inc. Packaged SoftwareTechnology Services FinMKT, Inc. provides technology, data and infrastructure to finance industry. It offers FM gateway, marketplace and FM portfolio and lendivous solutions. The firm serves retailers, banks, credit unions, media, associations, alternative finance, corporations and online financial services. The company was founded by Srikanth Goteti and Luan Cox in 2011 and is headquartered in New York, NY. | Technology Services |
Trail Software, Inc.
 Trail Software, Inc. Packaged SoftwareTechnology Services Trail Software, Inc. develops fundraising platform for non profits organizations. Its services enables organizations to upload, store and manage donor and member lists, create and manage donation campaigns, manage event ticketing and track and archive results. The company was founded by Jeremy L. Bolls and is headquartered in Brentwood, TN. | Technology Services |
Beanworks Solutions, Inc.
Beanworks Solutions, Inc. Packaged SoftwareTechnology Services Beanworks Solutions, Inc. develops cloud-based accounts payable automation solutions. It modernize accounts payable process, from purchase decision to invoice approval with electronic payments. The company was founded by Reza Sanaie, Cory Cleaver, Tracy Thompson and Catherine Dahl and is headquartered in Vancouver, Canada. | Technology Services |
Fresh Technology,Inc
Fresh Technology,Inc Packaged SoftwareTechnology Services Fresh Technology LLC provides IT infractructure and managed services. It also offers freshlink managed network, freshvoice voip cloud phone, co-location, data center, business class internet, cloud and fresh IT consulting services. The company was founded by J Michael Bodnar in 1970 and is headquartered in Hoover, AL. | Technology Services |
Numerated Growth Technologies, Inc.
 Numerated Growth Technologies, Inc. Packaged SoftwareTechnology Services Numerated Growth Technologies, Inc. provides real-time commerce platform that increases sales for banks. Its platform digitizes bank credit policies, enables real-time lending and automates marketing to drive growth. The company was founded by Daniel R. O'Malley IV in 2017 and is headquartered in Boston, MA. | Technology Services |
LegacyShield Solutions, Inc.
 LegacyShield Solutions, Inc. Packaged SoftwareTechnology Services LegacyShield Solutions, Inc. operates as an online portal that allows creating, store and organizing documents, financial information, photos, videos, stories, and final wishes in one location. It also engages in providing legacy planning, storage services, estate planning, and client engagement services. The company was founded by Dan Pierson and is headquartered in Ponte Vedra Beach, FL. | Technology Services |
Core10, Inc.
Core10, Inc. Packaged SoftwareTechnology Services Core10, Inc. develops software for financial institutions. The company was founded by Jeff Martin and Lee Farabaugh and is headquartered in Franklin, TN. | Technology Services |
Nested Rails, LLC
Nested Rails, LLC Investment ManagersFinance Nested Rails LLC (Nested Rails) is a venture capital firm founded by Jim McKelvey & Rick Kushel in 2016. The firm is headquartered in Nashville, Tennessee with additional offices in New Jersey and Missouri. | Finance |
MyDigitalOffice Holdings, Inc.
 MyDigitalOffice Holdings, Inc. Packaged SoftwareTechnology Services MyDigitalOffice Holdings, Inc. provides hotel accounting and finance software services. Its products include my perspective, data and documents. The company was founded by Ali Moloo in 2017 and is headquartered in Bethesda, MD. | Technology Services |
FI.SPAN Services, Inc.
 FI.SPAN Services, Inc. Investment Banks/BrokersFinance FI.SPAN Services, Inc. provides financial services. The company is headquartered in Vancouver, CA. | Finance |
Beacon Technologies Ltd.
 Beacon Technologies Ltd. Air Freight/CouriersTransportation Beacon Technologies Ltd. engages in the provision of logistics and trade finance services. It offers supply chain finance. The company was founded by Fraser Robinson and Dmitri Izmailov in 2018 and is headquartered in London, the United Kingdom. | Transportation |
Health Here, Inc.
Health Here, Inc. Packaged SoftwareTechnology Services Health Here, Inc. is a company that provides a streamlined pre-payment and estimation system for specialty practices through their Q Code Estimator. The company is based in Nashville, TN. The system includes support for Good Faith Cost Estimates (GFEs) and aims to simplify specialty care from the first impression to episodic payments. Health Here also offers Q Pay, a convenient and transparent payment option for patients, which helps reduce patient A/R and eliminate surprise bills. The company was founded by Ryan Andrew Wells, who has been the CEO since incorporation. | Technology Services |
Jamplify
 Jamplify Packaged SoftwareTechnology Services Jamplify is an American company that provides music-related content such as news, reviews, and tips. The private company cover a range of topics from the effects of loud music on emotional health to the benefits of using music for stress relief. The company was founded by Andy Pickens. | Technology Services |
InsurePay LLC
InsurePay LLC Packaged SoftwareTechnology Services InsurePay LLC is a leading insuretech SaaS platform that enables the accuracy of premiums, integrated payments, and reconciliations in real-time for agencies, carriers, MGAs, and insurance technology providers. The company is based in Nashville, TN, and has subsidiaries in the United States. InsurePay's platform offers policyholder payments, carrier paygo and payables, vendor payables, and claims payments and agency receivables all integrated to back-office core systems. The company was founded in 2003, and the CEO is Adam Beck. | Technology Services |
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