Coldstream

Arnerich Massena, Inc. is an investment advisory firm based in Portland, Oregon, founded in 1991. The company specializes in providing wealth management services tailored for private investors, corporate executives, and multi-generational families. Additionally, Arnerich Massena offers comprehensive advisory services for foundations, endowments, public entities, and plan fiduciaries. Its expertise extends to managing complex investment structures and offering portfolio management solutions, including cash reserves and dedicated funds. The firm serves a diverse clientele that includes corporations, public institutions, charitable organizations, and private clients, ensuring a focus on securing financial futures for families and communities. Arnerich Massena operates as a subsidiary of AM&A Holdings, Inc.

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.

Founded in 2000, WorldMate is a global leader in mobile travel itinerary management. With over 10 million users worldwide, the company offers a comprehensive app available on iOS, Android, BlackBerry, and Windows devices. The app automatically updates travel plans from confirmation emails, providing real-time alerts for flight delays or cancellations. WorldMate works with major travel providers and device manufacturers, serving clients like American Express Business Travel and Research In Motion. Headquartered in San Francisco with an R&D center in Tel Aviv, the company is privately held by Carson Wagonlit Travel.

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.