Vanilla

About Vanilla

Vanilla is a leading estate planning software provider for wealth management, aimed at helping financial advisors grow assets under management (AUM) and build generational client relationships. The platform simplifies estate planning with AI-powered tools, enabling advisors to deliver holistic financial advice, deepen client relationships, and drive revenue growth.

Products & Services

Estate Planning Software:A comprehensive tool for financial advisors and attorneys to analyze, strategize, and visualize estate plans. Features include AI-powered visualizations, document creation, tax planning, estate health checks, and client onboarding automation.

V/AI Co-pilot:An AI agent for estate planning that automates client onboarding, document summarization, and plan building.

Client Portal:A collaborative online space for clients to access current estate plans and documents.

Vanilla Scenarios:Tools for estate strategy and scenario planning to project future outcomes.

Specialties

Estate Planning Software AI-Powered Estate Visualizations Tax Planning Document Automation Wealth Management Tools

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Strategic T: - FT: Strategic	A: 66000000 MR: - FA: more than $66 million FAN: 66000000	D: 2024-08-15 FD: 2024-08-15	5 investors

Strategic Latest

2024-08-15

$66.0M

5 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

N

Nick Beim

Partner at Venrock

LinkedIn (Pro only)

R

Robert Thornton

Former President of First Republic Investment Management and Executive Vice President of First Republic Bank

LinkedIn (Pro only)

F

F. William McNabb III

former CEO of Vanguard Group

J

Jon Rosenbaum

Board Director

S

Steve Lockshin

Chairman and Co-founder

G

Gene Farrell

President & Chief Executive Officer

View 21 more team members with Pro

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Recent News

Vanilla Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised