Coolwater Capital

creating a new model to launch, build, and scale emerging fund managers

CacheTech Advisor Solutions

CacheTech is a pioneering company providing a single technology solution for Registered Investment Advisors (RIAs) that addresses their operational, CRM, and portfolio management needs. With a commitment to merging Finance and Technology, we offer a comprehensive suite of services aimed at empowering advisors and driving successful client outcomes. At the core of our solution is Cait, your personal AI advisor support. Cait enables users to engage with data in a conversational manner, including client information, account balances, transactions, and investment performance. This intuitive AI interface enhances efficiency and allows advisors to focus on building strong client relationships and delivering personalized service. CacheTech's unique advantage lies in our deep understanding of the advisory space. Built by advisors for advisors, our platform was developed and actively used within a well-established firm. This firsthand experience ensures that our technology caters specifically to the needs and challenges faced by RIAs. We aim to bring advanced automation and analytics to every aspect of your firm. Through AI, we will streamline client onboarding, asset validation, risk analytics, personalized reviews, and media content creation. While technology can enhance efficiency, our ultimate goal is to foster human connection by reducing operational friction. We want advisors to have the time and freedom to understand their clients on a deeper, personal level.

Harvest Asset Group

Harvest Asset Group is an independent, Fee-Only financial planning and investment management advisory in Portland, Maine. We have successfully served and continue to work with nearly 100 local physicians, families and individuals since 2005. We are committed to a personalized and results oriented approach to help you reach your financial and life goals. We pledge a fiduciary standard of care to you. Unlike most financial advisors, our Fee-Only financial planning model ensures that your interests come first since we do not and cannot accept commissions from any investment or financial products we recommend or utilize on your behalf.

Financial Literacy First

Financial Literacy First has been delivering results since we opened in 2014. Our goal is to provide both a superior student/participant experience and tremendous value for interactive learning methods. We are passionate about exceeding your expectations for understanding money management concepts and techniques. Ultimately we seek to improve our society by reducing dependency on Pawn Shops and Pay Day Loan establishments while increasing the knowledge of budgeting, savings, and economic responsibility. We seek to empower our society with greater financial tools. As a Non-Profit organization we are specialists in Financial Literacy Classes for organizations, non-profits and companies. As experienced teachers, trainers and instructors we are professionals with Business, Accounting & Tax backgrounds. Though our primary market for classes is for the ages of 17-25 year old, we also provide more advanced classes for the more mature student. We love our students/participants and welcome your feedback and suggestions. Please feel free to contact us - tell us what we're doing right or what we can improve on. 303 329 2999

Kare Accounting x CFO

Is your venture pulling in between 1 to 3M a year, but you still feel like you're flying blind when it comes to finances? Have you ever stared at your financial reports wishing it would just tell you what you need to know in a language you understand? You just want to know how much money is coming in, how much is going out, and how much you have on hand to spend, but it’s all hiding in a mess of numbers.You’re certainly not alone. Many business owners share your frustrations. Guess what? You don't have to be a numbers whiz to understand your finances. I'm on a mission to transform any finance-phobia into confident decision-making. If you're ready to stop relying solely on your bank account to determine your business's health and start understanding (and yes, even enjoying!)the bigger financial picture, keep reading... KareCFOs offers full-circle financial services to ensures you have the cash you need to grow your business and reach your personal goals. We put money back in your pocket with: 1️⃣ Increased savings and dependable cash flow 2️⃣ More efficient spending and productivity 3️⃣ A customized strategy for sustainable growth 🧭 We guide you through 3 Phases of our signature process 𝐓𝐡𝐞 𝐏𝐫𝐨𝐟𝐢𝐭 𝐏𝐚𝐭𝐡𝐟𝐢𝐧𝐝𝐞𝐫™ to Elevate Your Financial Future: 𝐏𝐡𝐚𝐬𝐞 1: Daily Accounting ~ We bridge the gap between your financials and bank statements, ensuring you have a clear and accurate financial picture. 𝐏𝐡𝐚𝐬𝐞 2: Planing/Controller ~We ensure a balanced cash flow, provide future insights, benchmark your progress compared to other businesses like yours, and plan for growth. 𝐏𝐡𝐚𝐬𝐞 3: Strategic Advisory/CFO ~ We create a vivid vision of the personal and lifestyle goals you aspire to achieve. Then, we'll create a financial plan for reaching them. 𝐃𝐌 or email me at 𝐚𝐝𝐦𝐢𝐫𝐚@𝐤𝐚𝐫𝐞𝐜𝐟𝐨.𝐜𝐨𝐦 and let's start crafting your finance journey!