eStatePlanTM/Advisor Partner Platform – Where Advisor Support, Client Control, and Technology Merge

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