Coldstream

Rosenbaum Financial is an independent wealth advisory firm that offers a range of financial services to individuals and businesses. The company provides investment management, retirement planning, estate planning, charitable giving, intergenerational planning, tax planning, and business valuation advice. Rosenbaum Financial aims to deliver conflict-free investment advice, helping clients make informed decisions to achieve their financial goals with minimal risk.

WorldMate is a prominent provider of mobile travel itinerary management services, known for its sophisticated and comprehensive platform that caters to a global audience. With over 10 million mobile users and support for more than 20 languages, the WorldMate app serves as a centralized hub for managing travel plans, including itinerary updates and changes triggered by its innovative TripCatch technology, which automatically processes travel-related emails. The app is accessible on various devices, including iOS, Android, BlackBerry, and Windows. Founded in 2000 and headquartered in San Francisco, WorldMate operates with the agility of a start-up while being recognized as one of the largest direct-to-consumer companies in Israel. The company has garnered multiple industry awards and collaborates with numerous partners, including major travel industry players. With a commitment to enhancing the travel experience, WorldMate continues to expand its reach and improve its offerings in the mobile travel sector.

Markette is a company dedicated to enhancing the effectiveness of sales professionals, particularly in lead generation. Recognizing that a significant percentage of sales professionals are responsible for developing their own leads, Markette offers a solution through its LeadSwap Network. This platform enables small business owners, independent salespeople, and corporate sales representatives to buy lists, access aggregated lists of qualified leads from third-party partners, and exchange warm leads with one another, all via desktop or mobile devices. Additionally, Markette provides integrated internet technology for sales and small business professionals, including marketing automation software that encompasses various response methods such as call tracking, live chat, and web forms. This technology facilitates the capture and management of sales leads, while also allowing for feedback and training to improve efficacy. Overall, Markette aims to be a key resource for sales professionals seeking to optimize their lead generation efforts.