| Name | Title | Contact Details |
|---|
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.
Owatonna Hometown Credit Union is a Owatonna, MN-based company in the Financial Services sector.
Vision Financial Corporation is a Keene, NH-based company in the Financial Services sector.
iEmergent is a forecasting and analytics firm that provides forward-looking market intelligence to organizations and professionals in the banking, lending, and housing industries. iEmergent`s forecasts are market-based and drill down into communities, making the intelligence relevant to both high-level strategic issues and specific market challenges. In 2013, iEmergent released Mortgage MarketSmart, a powerful web-based application that helps organizations understand, analyze and leverage iEmergent`s intelligence to improve profitability, performance, and position. For over a decade, iEmergent`s forecasts of mortgage market opportunity and behavior have been the most accurate in the industry, and the company continues to explore new methods, new intelligence, and new applications to help organizations build sustainable, successful futures.
Round up daily spending into a diverse cryptocurrency portfolio. Providing the technology to purchase cryptocurrency to the general public. Cryptocurrency - no longer a privilege reserved solely for the tech-savvy.