Wealthbox® is a CRM platform for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design, powerful features, and intuitive user experience. See more at Wealthbox.com

VC-funded creator of Bantam Live, an award-winning activity stream-based "social CRM" app with team collaboration and business social networking tools that debuted onstage back-to-back against Salesforce CRM at a 2009 TechCrunch event. Sold to Constant Contact, Inc. in February, 2011 for $15M.

VC-funded, web-based, dead-simple CRM software product for financial advisors. It received critical acclaim by users but we pivoted this SaaS venture amid the financial crash to create a new CRM product in Bantam Live, noted above.

Web designers, developers and operators of a range of publishing applications for leading consumer and business brands. Designed and developed the BVI Tourist Board's traveler website.

Private equity team that facilitated the sale of ConferenceCall.com to West Corp for $37MM and financed/orchestrated the rollup acquisitions of nine audio/web conferencing service providers to form Vialog and took it public on NASDAQ (subsequently acquired by Genesys Conferencing for $241M).

VC-funded content provider startup with the first route-specific traffic information website at SmartTraveler.com that also delivered multimedia traffic info programming to affiliate television, cable TV, smartphones and in-vehicle mapping systems. Sold to Westwood One for $25M.

Web design and internet application development shop that developed the original "cyber-router" multimedia system for route-specific roadway traffic info in Boston for SmartRoutes and internet partners like AOL.

VC-funded non-stop electronic toll collection RFID systems maker. Marketed and installed systems on toll roads nationally and globally. Co-holder of patent #5289183 related to smart vehicle technology. After flirting with an S1 filing to go public, AT/Comm was sold to SAIC, the contractor for EZ-Pass of NY/NJ.

VC-funded audio/video teleconferencing systems manufacturer (70% marketshare; bridging systems sold to ATT, Sprint, MCI, British Telecom) and teleconferencing services provider. Sold to PictureTel.