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Brad Bernstein
Président chez
Docupace Technologies LLC
Profil
Bradford E.
Bernstein currently works at Docupace Technologies LLC, as Chairman from 2020, Enfusion Ltd. LLC, as Director, Freeborders, Inc., as Director, Edgewater Markets LLC, as Director from 2016, Sunlight Financial LLC, as Director from 2018, Marketsandmarkets Research Pvt Ltd., as Director from 2017, True Potential Group Ltd., as Director from 2016, Patra TopCo LLC, as Director, Financial Technology Ventures Management Co. LLC, as Managing Partner from 2003, and FTVentures Management III LLC, as Partner.
Mr. Bernstein also formerly worked at Nexxar Group, Inc., as Director, MedSynergies, Inc., as Director, ExlService Holdings, Inc., as Director, Riskalyze, Inc., as Director, Global Document Solutions Corp., as Director, Invesco Capital Management LLC, as Director, Utopia Global, Inc., as Director, Mu Sigma, Inc., as Director, Apex Fund Services Ltd., as Director, Globant SA, as Independent Director from 2008 to 2016, True Potential LLP, as Director, Sunlight Financial Holdings, Inc., as Director from 2018 to 2023, Enfusion, Inc., as Independent Director from 2021 to 2025, Merrill Lynch Investment Managers, Inc., as Principal, Oak Hill Capital Management LLC, as Partner, and Patricof & Co. Ventures, Inc., as Principal.
Mr. Bernstein received his undergraduate degree from Tufts University.
Postes actifs de Brad Bernstein
| Sociétés | Poste | Début |
|---|---|---|
Financial Technology Ventures Management Co. LLC
 Financial Technology Ventures Management Co. LLC Investment ManagersFinance Financial Technology Ventures invests in private companies located in the United States with revenues of USD 10 - 100 million and enterprise value of USD 40 billion. The firm focuses on financial technology and services, vertical software, enterprise technology & services and health technology & services. It participates in buyouts, acquisitions, spin-offs and growth transactions with an investment size ranging from USD 20 to 300 million. It makes co-investments and also takes a seat on the board of directors. | Private Equity Investor | 01/05/2003 |
Freeborders, Inc.
 Freeborders, Inc. Miscellaneous Commercial ServicesCommercial Services Provides information technology management, consulting, and outsourcing services | Directeur/Membre du Conseil | - |
FTVentures Management III LLC | Corporate Officer/Principal | - |
Edgewater Markets LLC
 Edgewater Markets LLC Investment Banks/BrokersFinance Engages in electronic foreign exchange aggregation and distribution to institutional clients | Directeur/Membre du Conseil | 22/03/2016 |
Marketsandmarkets Research Pvt Ltd.
 Marketsandmarkets Research Pvt Ltd. Miscellaneous Commercial ServicesCommercial Services Offers market research reports and custom research services | Directeur/Membre du Conseil | 22/03/2017 |
Sunlight Financial LLC
 Sunlight Financial LLC Finance/Rental/LeasingFinance Provides financing services for solar and home improvement projects | Directeur/Membre du Conseil | 06/06/2018 |
True Potential Group Ltd.
 True Potential Group Ltd. Investment ManagersFinance Operates as a holding company whose subsidiaries provides financial advisory and investment management services | Directeur/Membre du Conseil | 02/08/2016 |
Docupace Technologies LLC
 Docupace Technologies LLC Packaged SoftwareTechnology Services Develops AI-enabled back-office and compliance software for wealth management firms | Président | 28/04/2020 |
Enfusion Ltd. LLC
 Enfusion Ltd. LLC Packaged SoftwareTechnology Services Develops and operates an online portfolio and risk management platform | Directeur/Membre du Conseil | - |
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Anciens postes connus de Brad Bernstein
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Formation de Brad Bernstein
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
70
Relations au 1er degré
27
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 27 |
|---|---|
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Finance |
Oak Hill Capital Management LLC
 Oak Hill Capital Management LLC Investment ManagersFinance Oak Hill Capital invests in middle-market companies located in the United States. The firm focuses on companies operating across a broad range of sectors and industries. It participates in buyout and growth transactions. | Finance |
Nexxar Group, Inc.
 Nexxar Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides money transfer services | Commercial Services |
MedSynergies, Inc.
 MedSynergies, Inc. Medical/Nursing ServicesHealth Services Provides physician practice, revenue and physician referral management services | Health Services |
ExlService Holdings, Inc.
 ExlService Holdings, Inc. Data Processing ServicesTechnology Services Provides analytics, insurance, data and AI & healthcare services | Technology Services |
Riskalyze, Inc.
 Riskalyze, Inc. Packaged SoftwareTechnology Services Develops software for measurement of client risk tolerance for investment advisors | Technology Services |
Enfusion Ltd. LLC
Enfusion Ltd. LLC Packaged SoftwareTechnology Services Develops and operates an online portfolio and risk management platform | Technology Services |
Freeborders, Inc.
Freeborders, Inc. Miscellaneous Commercial ServicesCommercial Services Provides information technology management, consulting, and outsourcing services | Commercial Services |
Global Document Solutions Corp.
 Global Document Solutions Corp. Miscellaneous Commercial ServicesCommercial Services Provides document management services | Commercial Services |
Invesco Capital Management LLC
 Invesco Capital Management LLC Investment ManagersFinance ICM attempts to replicate, before fees and expenses, the price and yield of an Underlying Index for their Index-Based ETFs and Self-Indexed ETFs. The firm employs a “full replication” methodology, which means that the Index-Based ETF generally invests in all of the securities comprising its Underlying Index in proportion to the weightings of the securities in the Underlying Index. A sampling methodology is also the primary approach utilized by the firm for their Indexed ETFs. | Finance |
Tufts University
 Tufts University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Financial Technology Ventures Management Co. LLC
Financial Technology Ventures Management Co. LLC Investment ManagersFinance Financial Technology Ventures invests in private companies located in the United States with revenues of USD 10 - 100 million and enterprise value of USD 40 billion. The firm focuses on financial technology and services, vertical software, enterprise technology & services and health technology & services. It participates in buyouts, acquisitions, spin-offs and growth transactions with an investment size ranging from USD 20 to 300 million. It makes co-investments and also takes a seat on the board of directors. | Finance |
Patricof & Co. Ventures, Inc.
 Patricof & Co. Ventures, Inc. Investment ManagersFinance Acts as an alternative investment manager | Finance |
FTVentures Management III LLC | |
Utopia Global, Inc.
 Utopia Global, Inc. Packaged SoftwareTechnology Services Operates as a software, consulting and services company | Technology Services |
Mu Sigma, Inc.
 Mu Sigma, Inc. Packaged SoftwareTechnology Services Develops big data analytics and statistical analysis software, big data visualization & reporting tools | Technology Services |
Apex Fund Services Ltd.
 Apex Fund Services Ltd. Investment ManagersFinance Provides financial, management, custodial and fund administration services | Finance |
Docupace Technologies LLC
Docupace Technologies LLC Packaged SoftwareTechnology Services Develops AI-enabled back-office and compliance software for wealth management firms | Technology Services |
Globant SA
 Globant SA Information Technology ServicesTechnology Services Provides software development solutions | Technology Services |
Edgewater Markets LLC
Edgewater Markets LLC Investment Banks/BrokersFinance Engages in electronic foreign exchange aggregation and distribution to institutional clients | Finance |
True Potential LLP
 True Potential LLP Investment ManagersFinance Operates as an investor and wealth management technology platform | Finance |
Sunlight Financial LLC
Sunlight Financial LLC Finance/Rental/LeasingFinance Provides financing services for solar and home improvement projects | Finance |
Marketsandmarkets Research Pvt Ltd.
Marketsandmarkets Research Pvt Ltd. Miscellaneous Commercial ServicesCommercial Services Offers market research reports and custom research services | Commercial Services |
True Potential Group Ltd.
True Potential Group Ltd. Investment ManagersFinance Operates as a holding company whose subsidiaries provides financial advisory and investment management services | Finance |
Sunlight Financial Holdings, Inc.
 Sunlight Financial Holdings, Inc. Finance/Rental/LeasingFinance Operates as a technology-enabled point-of-sale finance company | Finance |
Enfusion, Inc.
 Enfusion, Inc. Packaged SoftwareTechnology Services Provides investment management software services | Technology Services |
Patra TopCo LLC
 Patra TopCo LLC MiscellaneousMiscellaneous Operates as a non classified establishment | Miscellaneous |
