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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.
Independent Financial Cnsltng is a Milford, CT-based company in the Financial Services sector.
Jane Street Capital is a New York, NY-based company in the Financial Services sector.
Financial Information Network is a Van Nuys, CA-based company in the Financial Services sector.
Skeps is a US-headquartered decentralized marketplace for consumer loans. We facilitate effective collaboration of financial institutions and merchants using blockchain technology to find pre-approved personalized loans for their customers.