| Name | Title | Contact Details |
|---|
Merchantbanc is a Manchester, NH-based company in the Financial Services sector.
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.
Clarke Financial Group is a Irvine, CA-based company in the Financial Services sector.
CORE Federal Credit Union is a East Syracuse, NY-based company in the Financial Services sector.
Boston Financial helps the nation’s most prestigious financial services companies grow and build for the future. We are a leader in shareholder recordkeeping, intermediary and investor services, regulatory compliance, class action and settlement administration, and proxy servicing. Since our founding in 1973, we have been a trusted partner for our clients. Leveraging sophisticated technologies, advanced web-delivery platforms and best-in-class service, we offer customized business solutions that promote success.