GRENDEL INC.
BRADENTON, FLORIDA

GRENDEL INC. is a technology company specializing in advanced CRM systems that serve the financial services industry. With its headquarters in Bradenton, Florida, and filing under the status 'Domestic Profit Corporation,' it was incorporated on April 19, 2005. Grendel's system integrates multiple components including CRM, file archiving, aggregation, direct custodial feeds, industry platform integrations, a client portal, performance engines, and supervisory applications. The company has developed its signature product, Veo Open Access, considered the gold standard for open architecture ecosystems that support third-party technology integration. Grendel's technology enables financial advisors to seamlessly manage client relationships, execute trades, perform cash transfers, generate reports, and bill fees, all from a unified interface. This comprehensive system bridges portfolio management, performance reporting, trading, compliance controls, and more. Grendel prides itself in its integration with Veo by TD Ameritrade Institutional accounts, unlocking new levels of integration functionality like managing advisor fee histories. The company aims to build further integrations with other custodians in the future, making its platform adaptable for firms across the industry. According to Grendel CEO Aaron Guidotti, advisors value the efficiencies and streamlined processes that their system provides, significantly influencing client-advisor interactions. Grendel not only aids financial professionals through comprehensive tools and compliance controls but also stores crucial data securely in state-of-the-art facilities with multiple safeguard measures. The company emphasizes being tailored specifically to meet the needs of fiduciary duties and client interests within the financial services sector. Recently, on January 9, 2025, Grendel filed for voluntary dissolution. More information about Grendel and its offerings can be found on their website at grendel.com.