Vanilla
The leading estate planning software for wealth management.
Salt Lake City, United States · Founded 2019 · $79.3M raised
- 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.
Tech & App Stack
9 technologies & apps tracked
Every product and vendor across these categories, with where each signal came from.
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Funding History
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Aug 2024
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Seed through Series C — per-round amounts, valuations, and who invested in each round.
Investors
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