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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.
We believe that people are the X factor when running a successful business and only with them can we continue our journey to excellence. We hire the brightest minds and strive to empower them to innovate and give them freedom to lead the way while raising the bar within the financial services industry. The XS Group (XS.com) is a global multi-asset broker providing access to trade a wide range of financial products including Shares, Indices, Metals, Energy, Commodities, Currencies & Others. Established in Australia in 2010, XS.com has grown into a global market leader in the FinTech, financial services and online trading industry with multiple international offices and licenses in various jurisdictions around the globe including ASIC, CySEC, and the FSA. XS.com offers traders, institutional investors and brokers worldwide access to deep institutional liquidity and advanced trading technology, combined with an efficient user experience, high-quality relationship management and excellent customer support.
Legion Capital (Ticker Symbol: LGCP) is a publicly traded FinTech enabled private equity lender focused on specialized lending to real estate developers, business owners, and entrepreneurs. We provide bridge funding, acquisition, development and growth capital to companies and projects in targeted industries. Legion also takes equity ownership in select companies and projects.
Merrill Edge is an electronic trading platform provided by BofA Securities, part of Bank of Americas retail banking division.
Valley Health and Postal Employees Credit Union is a Salem, OR-based company in the Financial Services sector.