| Name | Title | Contact Details |
|---|---|---|
Dan Larsen |
Assistant General Counsel | Profile |
Invoice Cloud provides simple, secure e-bill presentment and online payment solutions that improve customer engagement and increase e-payment adoption.
Vantage Credit Union is a Bridgeton, MO-based company in the Financial Services sector.
For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The privately-held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline fee-only investment advisors` operations through comprehensive custodial, operational, and trading support.
Episcopal Cnfrnce Center Diocese is a Parrish, FL-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.