Coldstream

Rosenbaum Financial is an independent wealth advisory firm that provides a range of financial services to individuals and businesses. The firm specializes in investment management, retirement planning, estate planning, charitable giving, intergenerational planning, tax planning, and business valuation. By focusing on conflict-free investment advice, Rosenbaum Financial aims to help clients make informed decisions that align with their financial goals and secure their financial futures. The firm’s comprehensive approach enables clients to navigate complex financial landscapes and achieve risk-adjusted returns on their investments.

WorldMate is a prominent player in the mobile travel services sector, specializing in itinerary management. Founded in 2000 and headquartered in San Francisco, the company has developed a sophisticated platform that manages millions of itineraries for over 10 million users globally. Utilizing its patent-pending TripCatch technology, WorldMate automatically detects travel-related emails and updates users' itineraries and mobile calendars. The app is accessible on various devices, including iOS, Android, BlackBerry, and Windows, and supports more than 20 languages. WorldMate's services include itinerary updates, flight delay notifications, and cancellations, enhancing the travel experience for its users. The company has received numerous awards for its innovative offerings and collaborates with various partners in the travel industry, including major firms like American Express Business Travel. As a privately held subsidiary of Carson Wagonlit Travel, WorldMate combines the agility of a startup with the resources of a leading travel management company, striving to expand its user base and improve travel efficiency.

Markette specializes in enhancing the effectiveness of sales professionals, particularly in lead generation. Recognizing that 91 percent of sales professionals are tasked with developing their own leads, the company offers a solution through its LeadSwap Network. This platform allows small business owners, independent salespeople, and corporate sales representatives to exchange and acquire qualified sales leads. Users can buy lists, access aggregated hot leads from third-party partners, and swap warm leads, all accessible via desktop or mobile devices. In addition to its lead-swapping capabilities, Markette provides integrated marketing automation tools, including call tracking, text messaging, and live chat, which streamline the capture and delivery of sales leads. The unique advantages of LeadSwap lie in its extensive network of sales professionals and the exclusive nature of the leads it facilitates, establishing itself as a key resource for effective sales lead generation.