Financial services, namely, loan origination, loan underwriting, servicing of all types of installment loans in the nature of personal loans, home improvement loans, mortgage, automobile loans, student loans, credit cards and credit card consolidation, small business loans, small business lines of credit, and insurance and funds disbursement management provided via a secure electronic online lending platform; Online personal loan, home improvement loan, mortgage, automobile loan, student loan, credit cards and credit card consolidation, small business loans, small business lines of credit, and insurance loan brokering services in the field of borrowing and lending transactions; online consumer loan brokering services in the field of borrowing and lending secured and unsecured loan transactions; consumer loan brokerage services; insurance consultation and brokerage financial planning for retirement; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; estate and trust planning; financial trust planning; financial consultations in the field of portfolio management and planning; online financial planning services; financial planning and services, namely, wealth management services; mutual fund planning and advisory services; hedge fund investment services; financial advisory and consultancy services; debt and expense counseling and management services; financial management of pension planning and rollover refinancing or reinvestment; investment advice and consulting; financial risk assessment services; financial services, namely, broker/dealer services in the field of stocks, bonds, mutual funds, and exchange traded funds; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; investment banking services; investment management; investment services, namely, asset acquisition, consultation, development and management services; management of a capital investment fund; online insurance services, namely, agencies in the field of long term care insurance, life insurance, and disability insurance

Providing temporary use of online non-downloadable software and applications for processing loan applications, loan origination, managing loans, financial transactions, financial asset management, and processing payments in the field of mortgage lending; platform as a service (PAAS) featuring computer software platforms for providing marketplace and mortgage lending services; providing on-line non-downloadable software that enables users to perform loan origination, loan application processing, loan servicing and consumer lending; providing temporary use of on-line non-downloadable software that enables users to perform loan origination, loan application processing, loan servicing and consumer lending