Work Here?
About Vanilla
Industries
Enterprise Software
Financial Services
Company Size
51-200
Company Stage
Late Stage VC
Total Funding
$81.4M
Headquarters
Salt Lake City, Utah
Founded
2019
Overview
Vanilla offers a software platform that simplifies estate planning for professionals such as advisors, planners, and attorneys. The platform provides tools that help users visualize, model, and create estate plans, making the complex process easier to manage. This allows professionals to identify planning gaps and offer comprehensive advice to their clients. Unlike other solutions, Vanilla's platform transforms estate planning into a repeatable service, helping professionals retain assets across generations and attract new clients. The goal of Vanilla is to empower these professionals to provide essential guidance on managing and crafting their clients' legacies.
Simplify's Take
What believers are saying
- Recent $35M funding round supports platform expansion and long-term growth.
- Partnership with Vanguard enhances reputation and attracts high-value clients.
- Winning the Financial Planning Award boosts credibility and client attraction.
What critics are saying
- Increased competition from Wealth.com pressures Vanilla to maintain market share.
- Limited release of eMoney integration may delay full partnership benefits.
- Pershing X's Wove platform could attract advisors seeking integrated solutions.
What makes Vanilla unique
- Vanilla offers dynamic modeling with Vanilla Scenarios for real-time estate planning insights.
- The platform integrates with eMoney, enhancing data management for financial advisors.
- Vanilla for Attorneys caters specifically to legal professionals, expanding its market reach.
Help us improve and share your feedback! Did you find this helpful?
Funding
Total Funding
$81.4M
Above
Industry Average
Funded Over
4 Rounds
Insight PartnersBenefits
Unlimited Paid Time Off
Paid Holidays
Parental Leave
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
401(k) Company Match
Professional Development Budget
Commuter Benefits
Growth & Insights and Company News
6 month growth
↑ 2%1 year growth
↑ 4%2 year growth
↑ 7%Vanilla, the estate planning technology provider, has appointed a new chief marketing officer, Joe Abbott, as well as a new chief of staff and vice president of operations, Hanna Grokenberger Byers.
Vanilla, an estate-planning platform, closed a $35M funding round led by Insight Partners, with contributions from Venrock, Vanguard, Edward Jones Ventures, Nationwide, Allianz, and new investor Alumni Ventures. This follows a $30M funding by competitor Wealth.com. Vanilla also announced an integration with eMoney, allowing automatic data import and synchronization for financial advisors. The integration is in limited release and will be generally available soon.
Vanilla, the award-winning estate planning software company, today announced strategic fundraising led by returning investor Insight Partners, in addi
Vanilla, an estate planning software company, announced a new funding round led by Insight Partners, with contributions from Venrock, Vanguard, and new investors Edward Jones Ventures and Alumni Ventures. The funding will support Vanilla's growth, customer adoption, and platform expansion, including its embedded AI technology. The company aims to revolutionize estate planning for financial advisors and estate planners.
SALT LAKE CITY--(BUSINESS WIRE)--Vanilla, a leading provider of innovative estate planning software, today announced the launch of Vanilla for Attorneys. This newly tailored offering redefines estate planning, allowing attorneys to shift from transactional meetings to fostering ongoing, modern client relationships.Vanilla for Attorneys provides attorneys with a powerful, easy-to-use platform to help them onboard clients, model complex estate planning scenarios, and elevate client conversations. Designed to support the legacy building process end to end, Vanilla for Attorneys enables attorneys to provide a differentiated, holistic planning approach that results in deeper, more valuable relationships with their clients."By combining cutting-edge AI technology, dynamic design, and industry-leading wealth transfer strategies, Vanilla for Attorneys transforms traditional estate planning into a dynamic, client-focused experience," said Gene Farrell, CEO at Vanilla. "We’re empowering attorneys to not only visualize estate plans but also to demonstrate their impact through visual storytelling. This new package offers impactful ways to show clients how a plan would work before doing the work of drafting the plan."The Vanilla for Attorneys package includes features such asCollaborative Onboarding, which simplifies the collection of client materials, setting the stage for a more efficient and interactive client intake experience.Estate Builder, which automatically creates dynamic visuals of estate plans that are fully integrated with financial and family data.VAI TM , Vanilla’s AI engine to read and abstract key details from existing plans., Vanilla’s AI engine to read and abstract key details from existing plans. Vanilla ScenariosTM, which allows attorneys to educate their clients by demonstrating how different planning strategies can potentially affect their future
Vanilla is Hiring for 1 Jobs on Simplify!
Find jobs on Simplify and start your career today
About Vanilla
Industries
Enterprise Software
Financial Services
Company Size
51-200
Company Stage
Late Stage VC
Total Funding
$81.4M
Headquarters
Salt Lake City, Utah
Founded
2019
Vanilla is Hiring for 1 Jobs on Simplify!
Find jobs on Simplify and start your career today