Nicholas Brenia

Wink, Inc.

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Wink, Inc. is a market research firm that tracks life insurance and annuity companies, their products, features, rates, and sales. In short, we provide accurate, thorough, timely, and compliant product information on life insurance contracts and annuities. We offer full-service competitive intelligence for life insurance and annuity home offices, distributors, sales professionals, and consulting firms.

Nicholas BreniaWink, Inc.
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Voyant

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Voyant offers a holistic, fully integrated view of financial planning. With Voyant, financial planning is personal. They use engaging visuals to inspire your clients to discover and share their exact goals. They also help you reveal your clients’ path to achievement in a way you can both see clearly – in real time.

Nicholas BreniaVoyant
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UNest

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UNest is an app democratizing access to smart financial solutions for all families. It helps parents build a better financial future for their children. In five minutes, you can open a UTMA account for your child and no paperwork is required. All members receive access to advisor-guided investment plans, the app’s simple gifting feature, UNest Rewards and they can easily set up recurring contributions.

Nicholas BreniaUNest
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True Link

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True Link is a diversified financial services firm dedicated to protecting and increasing our customers’ independence and quality of life. True Link provides greater independence and autonomy to people who are at financial risk when engaging with the world.

Nicholas BreniaTrue Link
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Truelytics

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Truelytics is a B-to-B Enterprise SAAS startup, pioneering the Advisor Transition Management platform. Truelytics is the first end-to-end data- driven platform to help wealth management enterprises recruit, grow, and retain businesses while reducing time and costs related to transitions.

Nicholas BreniaTruelytics
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Tomorrow

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Tomorrow Ideas is a mobile application that combines legal, financial and insurance services to organize family finances and help families make decisions for the future. Its application includes last will and testament for the family and the laws of the state, a revocable living trust, guardianship for children and pets, net worth and life insurance calculator, term life insurance comparison, and a complimentary insurance policy.

Nicholas BreniaTomorrow
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The Index Standard

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The Index Standard provides index ratings and forecasts that aim to make your index and ETF screening simpler and easier. They are independent of index and product issuers. Their ratings and forecasts are the result of meticulous analysis designed by industry veterans and their goal is to provide clarity and awareness that enables you to make sound decisions, leading to better outcomes.

Nicholas BreniaThe Index Standard
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Spyglaz

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Spyglaz is a platform for proactive customer retention serving the insurance and asset management industries. Spyglaz enables better live customer conversations by using machine learning to predict future customer loss, when retention action is required and identifies upsell/cross-sell opportunities.

Nicholas BreniaSpyglaz
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