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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.
Castle Bancgroup, Inc. is a Dekalb, IL-based company in the Financial Services sector.
Natural Capital is a private investment firm focused on making long term investments in growing companies, real estate, and private equity/venture funds in the Heartland.
Hashdex is a global pioneer in crypto asset management. Hashdex`s simple and secure funds invite innovative investors to join the emerging crypto economy. Hashdex`s mission is to provide educational resources and best-in-class products that advance its efforts to build pathways to prosperity by opening the crypto ecosystem to the world. The firm co-created and launched the Nasdaq Crypto Index™ (NCI™) to provide global investors with a reliable benchmark for the crypto asset class. In 2021, Hashdex introduced the world`s first crypto index ETFs, enabling over 250,000 investors to simply and securely add crypto to their portfolios.
Capital Affairs is a Albany, NY-based company in the Financial Services sector.