Northwestern Mutual Future Ventures

Trust & Will is an online platform that simplifies the estate planning process by providing attorney-approved, legally valid documents tailored to individual state guidelines. Founded in 2017 and headquartered in San Diego, California, the company has assisted hundreds of thousands of members in creating affordable estate plans and settling the estates of loved ones. The platform guides users through the creation of wills, trusts, and other essential legal documents, allowing clients to save on legal fees while ensuring their wishes are accurately documented. Trust & Will prioritizes customer data security, utilizing bank-level encryption and adhering to stringent standards, including SOC 2 and HIPAA compliance. Additionally, Trust & Will serves as the official estate planning benefit provider for AARP members and collaborates with several prominent financial institutions to support its mission of helping families leave their legacy. The service does not constitute legal advice and is not a law firm.

VRGL offers a data analytics platform tailored for wealth management firms, providing advanced tools for client acquisition, proposal management, and retention. The software enables advisors to efficiently aggregate and analyze client investment data, delivering insights on performance, diversification, risk, taxes, and fees. By scoring portfolios, VRGL equips wealth managers and registered investment advisors with quantitative analyses that enhance their ability to guide clients towards informed investment decisions. This technology, developed by experts in the wealth management sector, allows advisors to effectively demonstrate their value, ensuring clients have a clear understanding of their overall investment landscape.

NewRetirement offers a comprehensive retirement planning and management platform designed for both individual consumers and enterprises through white-label solutions or APIs. The platform assists users in managing various aspects of retirement, including income, healthcare, tax reduction, and fee management. It provides a range of tools such as content, software, coaching, classes, and access to advisors. Users can optimize their retirement strategies across multiple areas, including Social Security, Medicare, taxes, home equity, income, asset drawdown, relocation, work, and estate planning. Additionally, NewRetirement allows users to obtain fee-only advice on-demand, facilitating collaborative planning and empowering them to make informed decisions about their financial futures.

Harness Wealth is a wealth management platform tailored for entrepreneurs, investors, and individuals involved in business development. It aims to provide accessible and valuable financial advice through a combination of innovative technology and expert advisory services. The platform employs proprietary technology to create personalized financial profiles, including balance sheets and opportunity assessments. This unified data approach enables clients to effectively monitor their financial activities and identify opportunities for growth. By integrating financial advisors, estate lawyers, and tax professionals, Harness Wealth offers comprehensive support to help clients achieve their financial goals and build lasting legacies.

Trust & Will is an online platform that simplifies the estate planning process by providing attorney-approved, legally valid documents tailored to individual state guidelines. Founded in 2017 and headquartered in San Diego, California, the company has assisted hundreds of thousands of members in creating affordable estate plans and settling the estates of loved ones. The platform guides users through the creation of wills, trusts, and other essential legal documents, allowing clients to save on legal fees while ensuring their wishes are accurately documented. Trust & Will prioritizes customer data security, utilizing bank-level encryption and adhering to stringent standards, including SOC 2 and HIPAA compliance. Additionally, Trust & Will serves as the official estate planning benefit provider for AARP members and collaborates with several prominent financial institutions to support its mission of helping families leave their legacy. The service does not constitute legal advice and is not a law firm.

VRGL offers a data analytics platform tailored for wealth management firms, providing advanced tools for client acquisition, proposal management, and retention. The software enables advisors to efficiently aggregate and analyze client investment data, delivering insights on performance, diversification, risk, taxes, and fees. By scoring portfolios, VRGL equips wealth managers and registered investment advisors with quantitative analyses that enhance their ability to guide clients towards informed investment decisions. This technology, developed by experts in the wealth management sector, allows advisors to effectively demonstrate their value, ensuring clients have a clear understanding of their overall investment landscape.

Trust & Will is an online platform that simplifies the estate planning process by providing attorney-approved, legally valid documents tailored to individual state guidelines. Founded in 2017 and headquartered in San Diego, California, the company has assisted hundreds of thousands of members in creating affordable estate plans and settling the estates of loved ones. The platform guides users through the creation of wills, trusts, and other essential legal documents, allowing clients to save on legal fees while ensuring their wishes are accurately documented. Trust & Will prioritizes customer data security, utilizing bank-level encryption and adhering to stringent standards, including SOC 2 and HIPAA compliance. Additionally, Trust & Will serves as the official estate planning benefit provider for AARP members and collaborates with several prominent financial institutions to support its mission of helping families leave their legacy. The service does not constitute legal advice and is not a law firm.