CLOs on the Move

EncorEstate Plans

www.encorestateplans.com

 
Clients of financial advisors put off creating an estate plan for a lot of reasons, but almost all of them find the idea overwhelming and intimidating. And even worse, many advisors feel that way too. We support you, the trusted financial advisor, by delivering an estate planning experience that makes it easy and fast for you to create comprehensive estate plans for each client you serve. And it`s all done under your brand; we`ll never compete for your client`s attention. Partnering with EncorEstate Plans puts industry-leading technology, backed by real humans who review every plan created, to give you full ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

Innuity - Merchant Services

Innuity, Inc. - Merchant Services is a Los Angeles, CA-based company in the Financial Services sector.

Crown Asset

Crown Asset Management, LLC has a successful history of operations as a debt buyer in the Accounts Receivable Management (ARM) industry. Crown Asset Management, LLC has purchased approximately five hundred portfolios including credit card portfolios, automobile debt, consumer loans, marketplace lending, judgments, and specialty portfolios. Crown Asset Management, LLC has earned the distinction of being a "Certified Professional Receivables Company" by the Receivables Management Association International (RMAI).

Suffolk Bancorp

Suffolk Bancorp (Nasdaq:SUBK) Suffolk Bancorp is a one-bank holding company engaged in the commercial banking business through The Suffolk County National Bank, a full-service commercial bank headquartered in Riverhead, New York.

Bittrex Global

Bittrex Global, the most secure digital asset exchange in the world, serves both retail and institutional clients, globally. Committed to helping users build wealth, Bittrex Global facilitates the purchase and trade of tokenized stocks, stablecoins, and over 250 utility tokens. Through its use of cutting-edge technology, advanced security protocols, and a sophisticated elastic multi-stage wallet strategy the company provides a high-level experience for professional and novice customers alike. Bittrex Global is a key player in driving widespread adoption of secure and decentralized methods to building wealth while remaining compliant and adhering to the wide array of regulatory measures across the globe.

Primecap Management Co

Primecap Management Co is a Pasadena, CA-based company in the Financial Services sector.