Joseph Mrak Email and Phone Number
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Joseph Mrak personal email
With over 25 years of experience in leading and investing in innovative technology companies, Mr. Mrak is a passionate and seasoned global growth CEO, Chairman, and Board member. He is currently the CEO of Foundation Source, a SaaS based cloud technology combined with key services to the private and corporate foundation industry within the wealth eco-system.Mr. Mrak is also an angel investor and owner of several other businesses including the 3rd largest retaining wall business in DFW.He has also been an advisor for Refinitiv/LSEG, a leading provider of financial data and infrastructure, where he recently lead a $1.1 billion divestiture of assets.Mr. Mrak has a deep expertise in SaaS-based Fintech, especially in the wealth, data, and asset management sectors. He has been the CEO of several high-growth firms, ranging from $5 million to $650 million in revenue, that were both public and private, with valuations in the billions. He is also an active Chairman and Board member for several firms, where he has played executive roles to drive growth and investor returns. Additionally, he is an angel investor in many industries, focused on disruptive technologies that create positive impact and value.
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Chief Executive OfficerFoundation Source Sep 2023 - PresentFairfield, Ct, UsGTCR backed cloud-based SaaS provider that empowers people and companies to create a better world through philanthropy. As the nation’s largest provider of private foundation management services, Foundation Source offers a configurable suite of administrative, compliance, advisory and technology solutions to support family, corporate and independent foundations.
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President & OwnerCw Stoneworks Jul 2023 - PresentUsHigh growth industry trusted retaining wall company in the DFW metroplex working with the largest home builders and commercial development firms. We build engineered walls that are built out of the best quality products with world class project management. -
Advisory Board MemberCentana Growth Partners May 2017 - PresentNew York And Palo Alto , Ny & Ca, UsCentana Growth Partners, a private equity firm, provides growth equity and venture capital to companies in the financial services sector across their two funds. Also an LP. -
Member Of The Board Of AdvisorsAvertra Corp Jul 2018 - PresentHerndon, Virginia, UsInvestor and Board Advisor to this growing global provider of integration services, product development and SaaS based software products to the energy and utilities industry. MiUtility, Avertra's core product, is a leading digital platform for the industry and we are a certified partner to the largest names in the space. -
Board MemberStonecoat Apr 2022 - PresentDallas, Texas, UsLeading the global Greenbuilding revolution with patented ClimateTech products to replace stucco, EIFS, exterior sheathing, manufactured stone and brick in the Built Environment. Our products are EPD proven 90% decarbonized over traditional cementitious veneers with our latest products to achieve NetZero and beyond. We are a true market disruptor supporting the drive towards decarbonization by 2050 through building better buildings while saving labor time and cost. Currently serving the Americas and EMEA. -
Executive ChairmanFairwords Jan 2021 - Jun 2023Longmont, Colorado, UsSuccessful exit to MCO (MyComplianceOffice). Acted as Chairman and Executive Chairman for the firm during its transition. Fairwords is a SaaS based high growth communications-protection software that helps reduce the risk of non-compliant communications. Monitor messages, archive official communication channels, and support supervisory review of any issues that arise. Show employees, customers, and the world that you care about ensuring an ethical and compliant workplace. And, invest in your communications now to avoid costly litigation, negative press, and a demoralized culture later. -
Md, Global Head Of Wealth SolutionsLondon Stock Exchange Group (Lseg) Jan 2021 - May 2022London, England, GbPost acquisition by LSEG responsible for transition of the Refinitiv Global Wealth Management solutions business with $650 MM+ in revenue and over 2000 clients including leading the process of a $1.1 BB divesture of some non-core assets to a private equity group to form the BetaNXT business ultimately purchased by Clearlake and Motive Partners. -
Md, Global Head Of Wealth SolutionsRefinitiv May 2019 - May 2022London, England, GbAcquired by London Stock Exchange to form LSEG (LSE: LSEG.L) for $27 BB. Divisional CEO as Global head of the Wealth business unit (1 of 4 businesses) for Refinitiv - drove 11% organic and inorganic growth of the business to $650 MM+ during my tenure. Refinitiv is a global provider of financial markets data and infrastructure and backed by Blackstone. We invested heavily in the Wealth business for growth and serve over 2000 clients today worldwide with 200,000 users and many trillions in assets on our front to back wealth platform. Instrumental in rolling ESG out as a new standard in investing worldwide in Wealth Management. -
Board MemberBipsync Feb 2019 - Jan 2022New York, Ny, UsActive Board member through a successful exit to a Private Equity buyer. Bibsync is a high growth SaaS based Research Automation Platform to accelerate the entire investment research process. Configurable dashboards. Collaboration. Analyst Productivity. Plugin Suite. Mobile. Tasks and Events. Services: Process Management, Data Integrations, Compliance Management, Productivity Tools. -
Executive ChairmanSolovis, Inc. Jun 2017 - Apr 2020Irving, Texas, UsHighly successful exit to Nasdaq (NASDAQ: NDAQ). Acted as Chairman and Executive Chairman during times of significant growth to support the CEO and guide the firm to success. Solovis was a fast growing SaaS-based multi-asset class, multi-currency portfolio management and reporting solution for foundations, endowments, pensions, UHNW RIAs, OCIOs, and family offices. -
Board MemberClearpool Group Nov 2015 - Apr 2020New York, Ny, UsHighly successful exit to Bank of Montreal (NYSE:BMO). Active member of the BOD during high periods of growth and market and regulatory challenges. Clearpool’s SaaS based Algorithmic Management System (AMS) is transforming electronic trading with a fully customizable suite of algorithmic trading tools, offering total visibility and control from strategy to execution. -
Board MemberStationmd Oct 2017 - Sep 2019Maplewood, New Jersey, UsSaaS Based Provider of Medical Services via Telemedicine. Our telemedicine solution at StationMD delivers superior care to the most vulnerable populations while also reducing unnecessary hospital use. Our secure video-conferencing system, augmented by sophisticated diagnostic tools, is combined with clinical expertise to evaluate and treat patients in their home environment—whether that is a nursing facility, group home or any residential setting. Helped raise the Series A and still active as an Advisor to the business. -
Group PresidentEnvestnet, Inc Jan 2018 - Dec 2018Berwyn, Pennsylvania, UsEnvestnet (NYSE:ENV) acquired FolioDynamix in January 2018. Assisted in firm transition and developed data as a service strategy for CEO. -
Chairman And Chief Executive OfficerFoliodynamix Nov 2007 - Jan 2018N/A , California , UsPreviously part of Actua (NASDAQ:ACTA) FolioDynamix was acquired by Envestnet (NYSE:ENV) in 2018. Foliodynamix was an award winning SaaS provider of investment management programs and wealth management platform solutions to financial services organizations. FolioDynamix supports some of the largest financial services providers by developing custom investment programs to service their mass-affluent and high-net-worth clients. Grew business to $73+ MM in revenue with $850 BB in AUA and $25 BB in AUM and delivered ~7x COC return to investors. -
Divisional CeoCitigroup Dec 2006 - Nov 2007New York, New York, UsCiti acquired BISYS (NYSE:BSG) in which I led the Wealth Management Solutions Group which was a SaaS based provider of innovative back, middle and front-office outsourced solutions to the Separately Managed Accounts & Institutional Asset Management industry. Serve Asset Management Firms (Institutional and Retail), Broker/Dealer Firms, RIAs, Banks, and Insurance. Developed global wealth strategy for wealth management focus of global transactions business post acquisition. -
Vice President, Product Management & MarketingCheckfree Mar 2004 - Dec 2006Milwaukee, Wisconsin, UsProduct Management and Product Marketing executive with overall responsibility for CheckFree’s SaaS based Investment Services division product suite used by over 350 clients to manage 2 million portfolios and $4 Trillion in assets during a high period of growth. -
Co-Founder, Chief Technology OfficerPlacemark Investments Aug 1999 - Feb 2004Addison, Tx, UsAcquired by Envestnet (NYSE:ENV) Member of executive management team developing and driving the strategic plan for a private financial services firm specialized in providing next generation portfolio management solutions serving large Brokerage Firms, Investment Advisory Firms, Asset Management Firms, and Banks. -
ManagerA.T. Kearney, Inc. Nov 1996 - Oct 1999Chicago, Illinois, UsMember of Strategy Practice specializing in global strategic business projects within Fortune 50 Financial Institutions. -
Senior ConsultantErnst & Young Llp May 1994 - Oct 1996London, GbMember of the management consulting practice focused on strategic business projects for Fortune 500 firms. Main focus was developing bleeding edge e-commerce and e-learning strategies and proof of concepts.
Joseph Mrak Skills
Joseph Mrak Education Details
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Texas Mccombs School Of BusinessFinance -
Marquette UniversityInformation Systems And Operations
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Holy Cross High School
Frequently Asked Questions about Joseph Mrak
What company does Joseph Mrak work for?
Joseph Mrak works for Foundation Source
What is Joseph Mrak's role at the current company?
Joseph Mrak's current role is High Growth CEO, Board Member and Private Investor.
What is Joseph Mrak's email address?
Joseph Mrak's email address is jo****@****oat.com
What schools did Joseph Mrak attend?
Joseph Mrak attended Texas Mccombs School Of Business, Marquette University, Holy Cross High School.
What skills is Joseph Mrak known for?
Joseph Mrak has skills like Leadership, Product Marketing, Financial Advisory, Alternative Investments, Debt And Equity Financing, E Commerce, Banking, Fixed Income, Mergers, Executive Management, Valuation, Start Ups.
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