BaselineGroupNY is a strategic marketing communication and award-winning design company.

For more than two decades, we’ve been trusted to meet the unique needs of the world’s leading and emerging brands because of how we listen, how we communicate, and how we execute. Whether you are seeking help with one project, filling a resource gap, or considering outsourcing your marketing communication and design production, BGNY helps you create a unified, seamless, and consistent client experience across channels and activities.

Contacts: Stuart Essex | Darcy Flanders
Phone: 212.925.1656 x14
Emails: |


Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution.

Key features include:

  • account management

  • activity management

  • calendar management

  • pipeline management

Claritysoft CRM is an all-in-one CRM platform for sales, marketing and customer service. Our unique blend of flexibility and functionality lets you custom fit our powerful feature set into exact-fit screens to meet the needs of every user type in your organization. Designed for usability,Claritysoft CRM delivers the right amount of functionality in a clean and easy to use interface.

With Claritysoft CRM you get world class integration capabilities with an open API plus out-ofthe-box Outlook, Gmail and Zapier integration. You also get valuable insight through extensivedashboard and reporting capabilities. An exceptional value, Claritysoft delivers a powerful feature set that’s built to eliminate complexity and drive performance.

Contact: Allison Felice
Phone: 614-382-8311

Compass Securities Corporation (member FINRA, SIPC) is an institutionally focused, specialized broker/dealer established in 1985 as a wholly owned subsidiary of Compass Capital Corporation.

Areas of Competence and Specialization:

  • Third party representation of both long only managers, and alternative investment managers.

  • Debt and equity private placements of tax credit syndications, venture capital, private equity, hedge funds and other alternative investments.

  • Strong regulatory compliance for our RRs who are third party marketers.

  • Marketing limited partnerships, separately managed accounts, and 40 Act fund.

Compass serves investment professionals and their clients. Compass offers a broad range of institutional financial products and services. Compass RRs have raised more than $7.5 billion for managers in the last ten years.

Contacts: Scott Chaisson
Phone: 781-535-6083

Synthesis Technology helps investment companies become more efficient, strategic, and customer-centric though data, marketing, and sales process automation. We work exclusively with financial services companies to help them streamline the production and distribution of data-heavy content like fact sheets, commentaries, sales presentations, email newsletters, and websites.

We are honored to serve some of the world’s largest financial services organizations as well as middle market and boutique firms for the past 20 years.

Contact: Emilie Toten
Phone: 312-948-4949