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Yankee Advisers is a Waltham, MA-based company in the Financial Services sector.
Kelvington Credit Union Limited is a Kelvington, SK-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.
Galileo was founded in 2000 and has grown to become one of the largest payments processors and program managers in North America. We are the only payments innovator that applies tech and engineering capabilities to empower fintechs and financial institutions to unleash their full creativity to achieve their most inspired goals.
Claims Recovery Financial Services, LLC is a Albion, NY-based company in the Financial Services sector.