Conor G.

⚡️Advisor-first RIA platform | Save 19 hrs/ week on manual middle + back office workflows to scale your book and advisory practice 20%+ | 🔐 Independent advisors deserve leverage, not lock-in | 🧑🏽‍💻 Savvy is the modern RIA and wealth management platform that pairs financial advisors with the leading AI-powered CRM for advisors, in-house marketing support, proprietary investment management models, dedicated client service managers, 100% baked-in compliance, investment operations research, and more — so they can focus on their clients while we automate the rest. 1️⃣ 65+ advisor transitions executed—digital ACAT, same-day client onboarding. 2️⃣ $2.2B+ client assets; backed by over $105M in venture capital from Industry Ventures, Thrive Capital, Vestigo Ventures, Euclidean Capital, Canvas Ventures, The House Fund, Brewer Lane, and others. 3️⃣ Practice management, marketing, and family-office tax & estate tools in one login Book a confidential demo → https://savvywealth.online/li-advisor Form ADV & disclosures → https://adviserinfo.sec.gov/firm/summary/318493

Allset is a food ordering platform that offers cost-effective solutions to both restaurants and consumers, fostering a seamless dining experience. Customers use Allset to order ahead for pickup or dine-in at restaurants and coffee shops in their neighborhood. Users get 15% cash back and save on every order with Allset Rewards. Allset is focused on connecting restaurants and diners in busy areas to drive network effect on a hyperlocal level. Our collaborations with companies such as Google and Apple support our mission. The best companies are made of the best teams. We are honored to be recognized as one of Forbes Best Startup Employers in 2020, 2021, and 2022. Come join us! We welcome people who seek the opportunity to help improve the lives of millions. If you have the passion and desire for what you do, work with us, and let’s make everyday life more efficient, together. Get in touch — hr@allsetnow.com

Pipe makes embedded financial solutions accessible to growing businesses inside the software they use every day. Underwriting is based on live transaction and business data, removing the hurdles of traditional business financing. How does it work? Eligible merchants: Receive a pre-approved or pre-qualified offer, based on their revenue Verify a few business and ownership details Then accept as much of their offer as they need and get back to doing what they love, running their business Pipe can help turn your software into a one-stop shop for your customers and help them gain access to the capital they need to thrive.

Caplight enables investors to take long and short private company positions via synthetic, cash-settled derivatives. For the first time in the private markets, investors can hedge positions, generate income on assets, and access true liquidity with public settlement-like mechanics. Caplight serves a broad range of investors including hedge funds, VC funds, family offices, pensions, endowments, mutual funds, and insurance firms. Securities are offered by Caplight Markets LLC, member FINRA/SIPC

⚡️Advisor-first RIA platform | Save 19 hrs/ week on manual middle + back office workflows to scale your book and advisory practice 20%+ | 🔐 Independent advisors deserve leverage, not lock-in | 🧑🏽‍💻 Savvy is the modern RIA and wealth management platform that pairs financial advisors with the leading AI-powered CRM for advisors, in-house marketing support, proprietary investment management models, dedicated client service managers, 100% baked-in compliance, investment operations research, and more — so they can focus on their clients while we automate the rest. 1️⃣ 65+ advisor transitions executed—digital ACAT, same-day client onboarding. 2️⃣ $2.2B+ client assets; backed by over $105M in venture capital from Industry Ventures, Thrive Capital, Vestigo Ventures, Euclidean Capital, Canvas Ventures, The House Fund, Brewer Lane, and others. 3️⃣ Practice management, marketing, and family-office tax & estate tools in one login Book a confidential demo → https://savvywealth.online/li-advisor Form ADV & disclosures → https://adviserinfo.sec.gov/firm/summary/318493

Allset is a food ordering platform that offers cost-effective solutions to both restaurants and consumers, fostering a seamless dining experience. Customers use Allset to order ahead for pickup or dine-in at restaurants and coffee shops in their neighborhood. Users get 15% cash back and save on every order with Allset Rewards. Allset is focused on connecting restaurants and diners in busy areas to drive network effect on a hyperlocal level. Our collaborations with companies such as Google and Apple support our mission. The best companies are made of the best teams. We are honored to be recognized as one of Forbes Best Startup Employers in 2020, 2021, and 2022. Come join us! We welcome people who seek the opportunity to help improve the lives of millions. If you have the passion and desire for what you do, work with us, and let’s make everyday life more efficient, together. Get in touch — hr@allsetnow.com

Pipe makes embedded financial solutions accessible to growing businesses inside the software they use every day. Underwriting is based on live transaction and business data, removing the hurdles of traditional business financing. How does it work? Eligible merchants: Receive a pre-approved or pre-qualified offer, based on their revenue Verify a few business and ownership details Then accept as much of their offer as they need and get back to doing what they love, running their business Pipe can help turn your software into a one-stop shop for your customers and help them gain access to the capital they need to thrive.

Caplight enables investors to take long and short private company positions via synthetic, cash-settled derivatives. For the first time in the private markets, investors can hedge positions, generate income on assets, and access true liquidity with public settlement-like mechanics. Caplight serves a broad range of investors including hedge funds, VC funds, family offices, pensions, endowments, mutual funds, and insurance firms. Securities are offered by Caplight Markets LLC, member FINRA/SIPC

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