Coldstream Capital Management

Operator of an independent wealth advisory firm intended to offer conflict-free investment advices to the clients. The company provides investment management, retirement planning, estate planning, charitable giving, intergenerational planning, tax planning and business valuation advice, thereby enabling the clients to make risk-free investments for secured return and achieve their financial goals.

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 enhances the effectiveness of sales professionals, especially in the area of sales lead generation. They focus exclusively on sellers, the people who are paid everyday to go out and generate their own leads one way or another. The reality is that people who sell for a living will ultimately uncover far more sales leads than all of the lead generation sources combined. In fact, 91 percent of all sales professionals are responsible to some extent for developing their own sales leads. It's no wonder that their customers tell us that sales leads are the most sought after sales resource today. The way they help sales organizations and individuals find and acquire qualified sales leads from one another is through their LeadSwap Network, a shared application that allows small business owners, independent salespeople and corporate sales reps to buy lists, review an aggregated list of hot leads from third party partners, and swap warm leads with one another all from their desktop or mobile device. LeadSwap's unique advantages lie in the network of sales professionals it collects leads from and the exclusive nature of the leads and how acquirers of these leads use the information. Their network is designed to be the destination for sales leads in either a branded, co-branded, or corporate hosted application environment.