Business services, namely, matching potential private investors with entrepreneurs needing funding; Development of marketing strategies, concepts and tactics, namely, audience development, brand awareness, customer relations, online community building and digital word of mouth communications; Financial intermediary services, namely, facilitating the channeling of funds between lenders and borrowers by connecting those with a financial surplus with those having a financial deficit; Business se...

Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others,...

Downloadable computer software providing business executives with integrated document management, financial reporting, market updates and social intelligence in a personalized experience around a user's meeting schedule, travel itinerary and location; downloadable computer application software for mobile devices, namely, software for providing business executives with integrated document management, financial reporting, market updates and social intelligence in a personalized experience aroun...