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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.
Founders Federal Credit Union is a Lancaster, SC-based company in the Financial Services sector.
Truckload Management Services, Inc. is a Golden, CO-based company in the Financial Services sector.
Initially founded as a traditional accounting firm in 1984, LBMC has become the largest professional services solutions provider based in Tennessee. As a top 50 accounting firm in the country, we`ve become industry leaders in accounting and finance, human resources, technology, risk and information security, and wealth advisory services for both businesses and individuals. Through all the growth and change, one defining trait has always remained the same: the genuine southern hospitality we bring to every client. Truthfully, we can`t imagine doing business any other way. Our belief in delivering dedicated personal attention to every client allows us to maintain the responsiveness of a regional firm, while offering the expertise of a national provider. For us, a high standard of service isn`t just a priority — it`s a non-negotiable. And this commitment has served us well. LBMC, a Forbes 2022 Top Recommended Firm, has been named a Fortune Certified Great Place to Work as measured by employee feedback in the Trust Index™ Survey. The certification is a result of the Great Place to Work U.S. National Employee Engagement Study in which more than 90% of LBMC team members rated the firm as a Great Place to Work. LBMC has won many awards this year including the 2021 Pacesetter in Growth by Accounting Today and we are on pace to a comparable growth rate this year. We are looking for top talent to fill these new roles on our ever-growing team!
Credit Union Central is a Winnipeg, MB-based company in the Financial Services sector.