CAPIENT

Owners

Goods & Services

Software as a service (SaaS) services featuring software for use in database management, for use as a spreadsheet, for word processing in the field of financing services and financial strategy consultancy services

Marketing services; financial marketing, namely, marketing services, marketing analysis services, business marketing services, marketing research services in the field of finance; financial auditing; affiliate marketing; business management assistance; business management assistance and advice; strategic business planning ; none of the foregoing services targeted towards high net worth individuals; all of the foregoing services specifically excluding investment fund transfer and transaction services, investment security services, estate settlement services, wealth management services, investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services, trust and estate financial administration services and estate planning consultation, risk management consultation, and advice relating to investments and wealth management

Finance services, namely, financing services; financial information and advisory services; financial information services relating to financial business appraisals; financial strategy consultancy services; none of the foregoing services targeted towards high-net worth individuals; all of the foregoing services specifically excluding investment fund transfer and transaction services, investment security services, estate settlement services, wealth management services, investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services, trust and estate financial administration services and estate planning consultation, risk management consultation, and advice relating to investments and wealth management