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Vanilla
Making Estate Planning Simple for Financial Advisors. Built for advisors, loved by clients.
Vanilla
Making Estate Planning Simple for Financial Advisors. Built for advisors, loved by clients.
TL;DR
Primary focus: Estate planning software for financial advisors
Employee count (reported): 125
Recent funding: Series B announced Aug 2024 led by Insight Partners
Company Overview
Problem Domain
Estate planning and wealth transfer workflows for financial advisors
Industry
Fintech / LegalTech (estate planning software)
Tech Stack
Funding Track Record
$11.6M (reported)
Deal reporting names participation from Venrock, Vanguard, Edward Jones Ventures, and Alumni Ventures
Investor Signal
“Insight Partners, Venrock, Vanguard, Edward Jones Ventures, Alumni Ventures”
Founders
What we do
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