How much funding has Vanilla raised?

Vanilla has raised $79.3M in total funding, most recently a Series C round.

Who are Vanilla's investors?

Vanilla's investors include Venrock, Insight Partners, Vanguard, Edward Jones Ventures, Nationwide Ventures, Allianz X.

Where is Vanilla headquartered?

Vanilla is headquartered in Salt Lake City, Utah, United States.

Vanilla

The leading estate planning software for wealth management.

Salt Lake City, United States · Founded 2019 · $79.3M raised

Fintech

Headquarters: Salt Lake City, Utah
Founded: 2019
Website: justvanilla.com

Total Funding: $79.3M
Last Round: $35.0M Series CAug 2024
Rounds: 4

About

Vanilla is the leading estate planning technology platform built specifically for financial advisors, wealth managers, and attorneys. Founded in 2019 by Steve Lockshin — one of Barron's top-ranked independent advisors — Vanilla was created to simplify and automate the estate planning process, enabling financial professionals to deliver bespoke estate strategies at scale. The platform blends AI-powered technology with over 180 combined years of trust and estate planning expertise, and is the only patented estate planning solution purpose-built for financial advisors. Vanilla helps advisors build deeper client relationships, win new business, and expand their service offering by making complex estate planning accessible to clients at all wealth levels.

Summary

Vanilla is a Fintech company based in Salt Lake City, United States, founded in 2019. It has raised $79.3M in total across 4 rounds, most recently a $35.0M Series C round in Aug 2024. Investors include Venrock, Insight Partners and Vanguard.