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James Salmon

CIO / CTO

Abundance FI


Contact Information

Email
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LinkedIn

Company Information

Company
Abundance FI
Industry
professional training & coaching
Employees
270.0
Seniority
C suite
Annual Revenue
23000000.0

Technologies

NetSuite Salesforce Sendgrid ExactTarget Outlook Pardot Amazon AWS Drupal Pagely Atlassian Cloud iGoDigital Linkedin Marketing Solutions Amadesa Bing Ads New Relic Google Maps Mobile Friendly Wistia Google Analytics Facebook Login (Connect) Gravity Forms Google Tag Manager WordPress.org Facebook Custom Audiences Hotjar reCAPTCHA Facebook Widget Google Maps (Non Paid Users)

Keywords

peer to peer learning network wealth management legacy planning uhnw family office community networking investing ultra-high-net-worth peer advisory network wealth preservation investment opportunities philanthropy personal board of directors confidential discussions financial freedom lifestyle & travel member experience collective intelligence wealth creation networking opportunities global community monthly group meetings educational programming local groups no-solicitation environment member insights insight-driven community investment strategies trusted advisors asset management family dynamics health & wellness tax strategies impact investing wealth creators monthly meetings financial services global exchange member-only events expert insights professional development strategic planning risk management real estate investments entrepreneurial guidance membership requirements network engagement digital connectivity community engagement investment acumen knowledge sharing diverse perspectives ultra-high-net-worth individuals portfolio defense holistic wealth stewardship family office services educational programs exclusive membership entrepreneurial insights strategic advice member testimonials high-net-worth entrepreneurs investment management communities health wellness & fitness

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