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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.
Texas Associations of Professionals Federal Credit Union is a San Antonio, TX-based company in the Financial Services sector.
AmeriNat is an industry leader in servicing loan portfolios owned or originated by governmental, quasi-governmental, financial institutions and non-profit entities nationwide. Founded in 1975, AmeriNat now manages approximately $8 billion in loans and related deposits for nearly 300 city, county, state and NGO clients (including more than 115 Habitat for Humanity agencies). With over 100 employees, AmeriNat has customized its technology platforms to meet the specific needs of its customers and their borrowers, ensuring that its technology is responsive to the loan types serviced. AmeriNat is a nationwide, licensed loan servicer and is approved by HUD, FHA/VA and Fannie Mae. AmeriNat is an independent subsidiary of O`Brien-Staley Partners, a Minnesota-based, world-class investing firm which specializes in economic development loans and other story credits.
Simpay allows businesses to increase productivity and improve efficiency with our affordable business solutions. Learn how we can help today!
Rosenfarb is a New York, NY-based company in the Financial Services sector.