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Troop is a fintech platform that connects activist hedge funds, shareholder advocacy groups, and retail investors to advance shareholder resolutions targeting publicly traded companies.
United Way of Greater Philadelphia and Southern New Jersey is a non-profit organization that fights to end poverty and expand opportunity by investing in key areas that support the whole family: Early Learning, Career Pathways, Financial Empowerment an...
Chiropractic Federal Credit Union is a Farmington, MI-based company in the Financial Services sector.
SIP seeks to draw on the expertise and strengths of its unique and complementary partners.
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.