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  • Crescent Grove Advisors - Customer Success Story (Nick Kochanski - Managing Director)
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  • Uprise
    Reference Rating
    4.8 / 5.0
    Customer References 5 total
    About

    Uprise is building the future of financial advisory and tax planning for small business owners. They partner with fintechs and financial institutions to private-brand and embed the offering, helping them …

  • Vanilla
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    4.8 / 5.0
    Customer References 25 total
    About

    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 …

  • Vestwell
    Reference Rating
    4.8 / 5.0
    Customer References 61 total
    About

    Vestwell is a leading fintech platform powering the new savings economy for millions of businesses and people. Headquartered in New York City, the company transforms access to essential financial wellness …

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