CTOs on the Move

Valley Estate Planners

www.valleyestateplanners.com

 
Valley Estate Planners Ltd is a Elgin, IL-based company in the Financial Services sector.
  • Number of Employees: 25-100
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details

Similar Companies

Complete Recovery

Complete Recovery provides customer centered recovery and retention services focused primarily on retaining customers, asset recovery and information analysis.

Wealth Access

Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high net worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients` lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms.

1031 Crowdfunding

1031 Crowdfunding is a real estate crowdfunding platform that specializes in 1031 exchanges and alternative investment vehicles focused on tax deferral.

Hitachi Capital America Vendor Services

Our financing solutions can be applied to nearly any industry. Learn how you can gain numerous competitive advantages and build recurring revenues.

Divisa Capital

Specialized financial services provider of bespoke Forex and CFD liquidity to institutions and professional traders. Divisa Capital ® is a trading name of Divisa UK Limited and its worldwide affiliates and subsidiaries (the "Divisa Group"), with offices in the UK, USA, New Zealand and Armenia. Divisa enables B2B market participants to gain access to bespoke liquidity from the interbank market. Divisa`s liquidity is available via various trading platforms and API for clients with Margin trading accounts or credit line established by a top tier Prime Broker.