Vanilla
Salt Lake City
About Vanilla
Vanilla is the world’s first Estate Advisory Platform, purpose-built by advisors and estate professionals to help wealth management firms deliver a holistic, modern estate planning experience to their clients. With Vanilla, advisors, planners, and estate attorneys can deliver differentiated advice, expand their client relationships, win new business, and increase their ongoing value by offering simplified, scalable estate analysis to every client. Learn more about how Vanilla is reinventing the estate planning experience, end-to-end at www.justvanilla.com.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 101 – 250
- Estimated revenue: $1K – $10K
- Total funding: $81.4M
- Funding stage: Early Stage Venture
- Last round: Series B (Aug 2024)
- Website: justvanilla.com
Industries & Categories
Artificial Intelligence (AI), Financial Services, FinTech, Information Technology, Software
Social Profiles
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