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Vanilla
Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale. Founded by Steve Lockshin, a Barron’s top advisor, and backed by leading…
Vanilla
Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale. Founded by Steve Lockshin, a Barron’s top advisor, and backed by leading…
TL;DR
Sector: AI-powered estate planning software for financial advisors and wealth firms
Founded: 2019
Founders / Leadership: Steve Lockshin (co-founder & chairman); Gene Farrell (CEO/President)
Scale metrics (reported): 32k client profiles, 60k estate documents processed, $250B+ assets modeled
Reported funding: $30M Series B (Insight Partners); ~$11.6M Series A (Venrock); company reports >$46M total
