| 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.
Leadmark is a Ottawa, ON-based company in the Financial Services sector.
Kestrel Investment is a San Mateo, CA-based company in the Financial Services sector.
Fox Asset Management LLC is one of the leading companies in Financial Services industry. Fox Asset Management LLC is based in Red Bank, NJ. You can find more information on Fox Asset Management LLC at www.foxasset.com
Lenders Unlimited is a Honolulu, HI-based company in the Financial Services sector.