eStatePlanTM/Advisor Partner Platform – Where Advisor Support, Client Control, and Technology Merge
From the archive · This story retains its original publication date. Company information may have changed.
Startup Name: eStatePlanTM/Advisor Partner Platform
Tagline: Where Advisor Support, Client Control, and Technology Merge
Elevator Pitch: We leverage technology and embrace digital transformation to take clients through a proprietary process that has been developed and refined using our multidisciplinary team approach.
Target Market: We connect end user clients through our National Advisor Network
How will you make money?: Service sales
How much capital have you raised?:
Founder(s) Name: Carter Wilcoxson
Website: https://csifinancialgrp.com/
Twitter: @csinancialgrp
City/Country: Phoenix
Keep your curiosity moving.
Discover the Startup88 newsletter →
