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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.
Our goal is to serve financial institutions in their digital transformation journey. We work with them to reach the right path, redefining their business by leveraging the newest digital technologies to create exponential revenue streams.
Bratenahl Capital Partners is a private equity investment firm that invests in established private equity managers across all industries.
At Huckleberry, we`re on a mission to make insurance work for small businesses. Over the past decade, technology has changed the way we run companies—from accounting and tax prep to customer management and payment processing. But small business owners are still forced to buy workers` comp, general liability, and property insurance via an offline process that can take weeks to complete.
At RBC Bank, we're committed to helping clients achieve their financial goals. We offer the best of both worlds - the strength and stability of one of North America's largest and most sound financial institutions plus the attention of a community bank.