| Name | Title | Contact Details |
|---|---|---|
Joseph Schreiner |
Chief Technical Officer | Profile |
Founded in 2019, Vanilla`s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today`s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor`s and a client`s understanding of their estate, and to demystify the challenges of dealing with estates post-death.
Banxa is the leading infrastructure provider for enabling embedded crypto, empowering businesses to embed crypto seamlessly into their existing platforms, unlocking new opportunities in the rapidly evolving crypto economy. Through an extensive and growing network of global and local payment solutions and regulatory licenses, Banxa helps businesses provide seamless integration of crypto and fiat for global audiences with lower fees and higher conversion rates. The Banxa team is building for a world where global commerce is run on digital assets, and as such has headquarters in the USA, Europe, and Asia-Pacific.
Intracoastal Abstract Co Inc is a Floral Park, NY-based company in the Financial Services sector.
Versatile Credit is an ecosystem of extraordinary lending partners, unique software and services, beautifully designed hardware, and engaging visual content. This results in an exceptional experience for your customers that drives more credit applications, more approvals and more sales.
Oak Ridge Investments is a Chicago, IL-based company in the Financial Services sector.