Vanilla enables advisors to serve their clients in new ways. As technology reduces an advisor’s ability to add value through asset management, Vanilla will enhance their ability to add value through proper estate planning and tax minimization.
We designed the process from the ground up to focus on what really matters. No unnecessary questions, time-consuming onboarding, or outdated interfaces.
We designed the process from the ground up to focus on what really matters. No unnecessary questions, time-consuming onboarding, or outdated interfaces.
Location: United States, California, Los Angeles
Employees: 51-200
Total raised: $41.6M
Founded date: 2019
Investors 2
| Date | Name | Website |
| - | David Haus... | davidhause... |
| 23.05.2022 | Insight Pa... | insightpar... |
Funding Rounds 2
| Date | Series | Amount | Investors |
| 28.04.2022 | Series B | $30M | - |
| 30.08.2021 | Series A | $11.6M | Venrock |
Mentions in press and media 14
| Date | Title | Description |
| 15.08.2024 | Vanilla Closes Funding | Vanilla, a Salt Lake City, UT-based estate planning software company, raised a funding round of undisclosed amount. The round was led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, Edward Jones ... |
| 06.08.2024 | EVO Wealth Consulting Launches Wealth Technology Solution Guide with 22 Industry Leaders | EVO Has Partnered with 22 Leading Wealth Technology Solutions Across the Technology Stack Technology Enhanced Infrastructure and Client Experience EVO Wealth Consulting helps growth-focused wealth managers navigate the expanding landscape o... |
| 22.02.2024 | Vanilla Wins Best Financial Planning Award from WealthTech Americas | Vanilla has been named winner of the Financial Planning (US) category at the WealthBriefing WealthTech Americas Awards. Latest award win highlights innovative estate planning technologies within Vanilla platform, including VAI and Vanilla S... |
| 23.01.2024 | Vanilla Launches AI-Powered Estate Planning Assistant and Expanded Document Builder Capabilities | VAI Chat, the AI-powered assistant, simplifies the estate planning experience for wealth planners, advisors, and their clients, answering practical estate planning questions in real time. VAI Chat | Document Builder | Collaborative Onboardi... |
| 19.07.2023 | Vanilla Recognized as Awards Finalist by ThinkAdvisor and WealthManagement.com | Vanilla is a finalist for the WealthManagement.com 2023 Wealthies Award. Vanilla included among 2023 honorees for its innovative estate advisory platform We’re honored to be among the finalists recognized for moving the industry forward in ... |
| 23.02.2023 | Vanilla Wins Best Newcomer/Startup Award at WealthTech Americas Awards 2023 | Vanilla wins Best Newcomer/Startup at WealthTech Americas 2023 Estate planning platform recognized for its work to modernize how advisors serve clients' estate planning needs SALT LAKE CITY, UTAH, UNITED STATES, February 23, 2023 /EINPressw... |
| 04.08.2022 | Vanilla appoints Jim Sinai as Chief Marketing Officer and Karen Nachbar as General Counsel | Jim Sinai, CMO Karen Nachbar, General Counsel Vanilla announces the addition of key executives following a $30m Series B investment to accelerate Vanilla’s growth. Our mission is to empower everyone to create a meaningful legacy. Jim and Ka... |
| 29.04.2022 | VCs see promise in the religious metaverse—and a market of 6 billion people | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox. Hi Term Sheet readers! Jackson Fordyce here filling in for Jessica. Paid Content How Northrop Gru... |
| 28.04.2022 | Vanilla Raises $30 Million in Series B Led by Insight Partners to Accelerate Product Development and Customer Adoption | LOS ANGELES, CALIFORNIA, UNITED STATES, April 28, 2022 /EINPresswire.com/ -- Vanilla, the award-winning estate and wealth management platform, today announced that it raised $30 million in a Series B funding round led by New York-based glob... |
| 30.08.2021 | Vanilla Raises $11.6 Million With Venrock, Announces High-Profile Partners, Welcomes Former Vanguard Group Chairman McNabb to Board | Vanilla’s breakthrough service integrates the financial and legal sides of estate planning and automates complex estate planning logic. It creates a valuable new revenue stream for advisors and greatly increases their retention and prospect... |
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