HQ

matching consumers with professionals in the field of financial and investment services; business marketing services, namely, generating leads for financial advisors

online financial planning and investment advisory services; financial planning consultation; providing financial consultation services to individuals; financial advisory and consultancy services

providing on-line publications in the nature of news articles about personal finance and financial planning

platform as a service (PAAS) services featuring computer software platform for use in financial analysis, financial investment counseling, financial planning, and investment counseling