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American Heritage Credit Union is a member-owned financial cooperative with more than $3 billion in assets, serving more than 800 Workplace Partners and more than 200,000 members, with more than 35 locations across Philadelphia, Bucks, Montgomery, Delaware and Camden Counties. Founded in 1948, American Heritage Credit Union is now one of the top 100 largest credit unions in the United States.
Credit Union Central of Canada is a Etobicoke, ON-based company in the Financial Services sector.
Albridge Solutions is a leading provider of enterprise data management (EDM) and web-based portfolio accounting and performance reporting solutions to the financial services industry.
At Home Mortgage Brokers Inc is a Phoenix, AZ-based company in the Financial Services sector.
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.