WINNER - Goldman Sachs Private Bank Select line of credit

GS Select has invested significantly in technology and human capital to serve Independent Broker Dealers and RIAs, and their advisors and clients...

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FINALIST - Reinventing Business Management

We are now excited to offer Entity Management, Bill Pay, Financial Reporting, and Real Estate portfolio management as our core CFO Services...

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FINALIST - Video-First Advisor Education

Advisor Education was launched to disrupt the industry standard and revolutionize the client and prospect experience, allowing both enterprise firms and individual advisors to communicate with a “video-first” approach while implementing proactive marketing.

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WINNER - Estate Planning Platform

Vanilla has built out a suite of products with the goal of reinventing the estate planning experience, end-to-end...

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