HR Execs on the Move


 
Balance is a B2B payments experience company that offers an embedded B2B checkout to process all B2B payments, including ACH and checks, with net terms, invoice factoring, and marketplace vendor payouts.
  • Number of Employees: 25-100
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details

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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.