| Name | Title | Contact Details |
|---|---|---|
Janice Luu |
IT Director | Profile |
Cleary Gull Holdings, Inc. is one of the leading providers in Financial Services. It is based in Beverly Hills, CA. To find more information about Cleary Gull Holdings, Inc., please visit www.clearygull.com
Guaranty Financial Group Inc. is the second largest publicly-traded financial institution holding company headquartered in Texas and one of the 50 largest publicly-traded financial institution holding companies based in the U.S. ranked by asset size.
Bitwise Asset Management pioneered the first cryptocurrency index fund and is the leading provider of rules-based exposure to the cryptoasset space. Based in San Francisco, Bitwise focuses on best-in-class security, tax preparation, and investor relations. Providing a reliable and transparent path for investors to get a diversified exposure to cryptoassets. Bitwise is made up of, backed, and advised by some of the world`s leading venture capital firms and an amazing array of investors and advisors with deep experience in tech, fintech, crypto and traditional asset management.
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.
NDVR provides wealth management tools and advice for high net worth families.