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 No unnecessary questions, time-consuming onboarding, or outdated interfaces.
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 11
| Date | Title | Description | Source |
| 22.02.2024 | Vanilla Wins Best Financial Planning Award from WealthTech A... | Vanilla has been named winner of the Financial Planning (US) category at the WealthBriefing WealthTe... | einpresswi... |
| 23.01.2024 | Vanilla Launches AI-Powered Estate Planning Assistant and Ex... | VAI Chat, the AI-powered assistant, simplifies the estate planning experience for wealth planners, a... | einpresswi... |
| 19.07.2023 | Vanilla Recognized as Awards Finalist by ThinkAdvisor and We... | Vanilla is a finalist for the WealthManagement.com 2023 Wealthies Award. Vanilla included among 2023... | einpresswi... |
| 23.02.2023 | Vanilla Wins Best Newcomer/Startup Award at WealthTech Ameri... | Vanilla wins Best Newcomer/Startup at WealthTech Americas 2023 Estate planning platform recognized f... | einpresswi... |
| 04.08.2022 | Vanilla appoints Jim Sinai as Chief Marketing Officer and Ka... | Jim Sinai, CMO Karen Nachbar, General Counsel Vanilla announces the addition of key executives follo... | einpresswi... |
| 29.04.2022 | VCs see promise in the religious metaverse—and a market of 6... | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign ... | fortune.co... |
| 28.04.2022 | Vanilla Raises $30 Million in Series B Led by Insight Partne... | LOS ANGELES, CALIFORNIA, UNITED STATES, April 28, 2022 /EINPresswire.com/ -- Vanilla, the award-winn... | einpresswi... |
| 30.08.2021 | Vanilla Raises $11.6 Million With Venrock, Announces High-Pr... | Vanilla’s breakthrough service integrates the financial and legal sides of estate planning and autom... | prweb.com/... |
| 30.08.2021 | Vanilla Raises $11.6M in Series A Funding | Vanilla, a Los Angeles, CA-based estate planning platform provider, raised $11.6m in Series A fundin... | finsmes.co... |
| 15.04.2021 | Estate Planning Platform Vanilla Launches “Vanilla 2.0” | Vanilla 2.0: New Advisor Dashboard Vanilla creates a way for us to bring simplicity to an experience... | prweb.com/... |
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