| Name | Title | Contact Details |
|---|---|---|
Matt Biel |
Vice President, Client Success | Profile |
Jeff Speno |
Vice President Sales and Marketing | Profile |
Based in Briarcliff Manor, NY, Saw Mill Capital LLC is an operations-oriented private equity firm focused on acquiring businesses with $40-150 million in revenues that can be meaningfully grown organically and through acquisitions.
Cachet Banq is a Pasadena, CA-based company in the Financial Services sector.
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 confidence before you present. Equip yourself with the highest quality estate planning experience available to advisors today, and keep yourself involved at the center of every financial conversation.
National is a Atlanta, GA-based company in the Financial Services sector.
United Tech Lender Services is a Irvine, CA-based company in the Financial Services sector.