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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.
Hometown Community Credit Union is a Novi, MI-based company in the Financial Services sector.
T-REX is an industry-leading financial services software technology company that specializes in valuation, risk analysis, and structuring tools to unlock investment opportunities for various asset classes. Founded in 2012, T-REX has developed partnerships with some of the leading investment banking institutions. By using T-REX`s secure, proprietary platform, investors, asset managers, and developers are empowered to efficiently and transparently finance, securitize, and manage their assets. T-REX is a Fintech company with the mission to increase standardization, provide efficiency, prioritize transparency and enhance compliance, all while lowering costs for our customers, which include a global set of investors, bankers, and finance professionals. T-REX`s secure, enterprise SaaS-based analytics, risk, and portfolio management platform standardizes and provides transparency to the complex structured products evaluation process, increasing liquidity and creating significant investment opportunities for the hundreds of billions of dollars of capital across various esoteric, non-commoditized asset classes. Our people and systems bridge the gap between institutional investors and developers and lenders to facilitate growth. From offices in New York and Tel Aviv, T-REX gathers world-class expertise in finance, renewables, and technology to support the development of sustainable, market-driven economics.
Alloya Corporate Federal Credit Union is a Warrenville, IL-based company in the Financial Services sector.
Summit Financial Resources Inc is a Parsippany, NJ-based company in the Financial Services sector.