Atlas
Vendor

Brentmark

Brentmark offers financial planning software for estate, financial, and retirement planning. Their tools provide accurate calculations and visual reports to improve financial, tax, and estate planning decisions.

Sector footprint

One company, every side of the market

WealthThis site
Brentmark

Brentmark offers financial planning software for estate, financial, and retirement planning. Their tools provide accurate calculations and visual reports to improve financial, tax, and estate planning decisions.

Capability matrix

CapabilityBrentmark
Estate Planning●

Parent organization

Brentmark

Founded

1985

Scale

1 sector presence