Segment
5 companies matching
Vanilla
$81MMaking Estate Planning Simple for Financial Advisors. Vanilla offers an estate planning platform that enhances the experience for wealth management firms and their clients.
Chptr
$4MChptr is a mobile-first memorialization platform to gather, share, and hold memories for a lost loved one’s life for generations to come.
BidMoni
$1MRetirement Plans Simplified. BidMoni is the developer of Fiduciary Shield which is an online platform to create retirement plan.
Buried in Work
Your one-stop resource for estate organization and end-of-life needs. Buried in Work aims to simplify the burden surrounding estate planning when someone dies and probate.
Clocr
Clocr is a legacy and emergency planning platform.
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