Coastwise Capital Group, LLC

Coastwise is a boutique investment advisory firm dedicated to creating customized financial solutions for its clients while providing world-class service. Starting with a financial plan, the Financial Advisors at Coastwise create, monitor, and manage portfolios for our clients to achieve their near and long-term goals, wants, and needs. At Coastwise, we help people define their important life money goals, create a plan for them, then assist in executing this plan. We take a holistic approach to our clients' financial lives. Our goal is to allow them to sleep well at night knowing that their short and long-term wants and needs are being cared for. Here’s WHAT MAKES US DIFFERENT: - We have been awarded the 5 Star Wealth Manager Award for 13 years, less than 2% of eligible advisors having achieved this. - We are fiduciaries which means we must put our clients' interests first. - The Financial Advisors at Coastwise are highly educated (Harvard, Wharton, Berkeley) and have decades of experience investing and helping others make smart financial decisions. - We are not distracted by other areas of business-like real estate or insurance. - We create customized portfolios and investment solutions for our clients, including using options where appropriate to generate income and hedge portfolios. - We are experts at using public market options for hedging, income generation, and other purposes. - We have deep experience in assessing and advising on private market RSUs, ISOs and other forms of compensation prior to, during, and post liquidity events. - We have written several books on investing and given dozens of presentations to groups around the country. Coastwise has been named La Jolla’s Best Financial Advisor in the La Jolla Light’s “Best of La Jolla” poll, and "Best Financial Advisor" in the La Jolla Village News’ “Readers’ Choice Awards”. For more information on our award-winning services, call us today at (858) 454-6670, email us at info@coastwisegroup.com.

Meritas Advisors

Meritas Advisors is a registered investment advisor with offices in San Rafael and San Diego, California. Our mission is to generate stable real returns, regardless of the direction of the economy. We strive to provide the highest level of service and exceed expectations in performance, planning and communication. We see opportunity in both up and down markets. We strive to generate returns from market movement, rather than being dependent on a particular market direction. We utilize the strongest performing funds across a wide range of sectors and strategies that when combined, seek to optimize opportunity, while minimizing downturns. These funds are regularly assessed for performance, style drift, changing market conditions, leadership changes, and increased risk-taking and are replaced as necessary to preserve our goal.

Clear Purchase

Clear Purchase is building a secure Payment Switch that connects Mobile Money Operators together, and also connects them to Conventional Banks, Mobile Wallets, Micro-Lenders and others. Key: 10¢ purchase, with Purchase Guarantees and Integrated Dispute Resolution. Unique IP: 2 issued patents on secure Payment Infrastructure. The emerging Global Mobile Wallets, like AliPay and Facebook, are a threat to Financial Institution of all types in Developing Countries. Interoperability is key to protecting against this threat.

Recoup

Recoup is the intelligent software that recovers bank fees, subscription costs, and unwanted expenses—automatically. Designed for busy entrepreneurs. Connect your bank and uncover hidden refunds!

MacroXStudio

Know Faster, Invest Better MacroX is revolutionizing the way we measure the world. Unlike traditional methods that have a lag of 1-3 months for economic metrics, and 1-3 years for societal metrics, our cutting-edge technology utilizes AI, alternative data, and cloud-native infrastructure to generate a real-time picture of the world. With unprecedented scale that covers almost the entire planet, and incredible granularity that is detailed at the city level, our platform is able to provide 10-20% more accurate measurements than governments. For example, during the COVID-19 pandemic, real-time identification of growth shocks would have been invaluable not just for commercial purposes such as helping traders, strategists and CIOs allocate assets, corporate leaders manage headcount and smart cities manage budgets, but also for social purposes such as aiding policy makers and leaders in allocating scarce resources to communities. Our platform uses domain-expertise guided AI to 'localize' models based on hundreds of data sources ranging from Facebook, Twitter, news, to accounting metrics and company job postings, to satellite images and crowd-funded reports.