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Vanilla
Estate planning platform for wealth advisors
- 101-200 employees
- B2B
- Financial Services
- SaaS
- Rio Grande, Salt Lake City, UT
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Company mission
Vanilla's mission is to help everyone create a meaningful legacy.
Few candidates hear
back within 2 weeks
46% employee growth in 12 months
Our take
Estate planning - in which the management of a person's estate is arranged for their future passing or incapacity - is an important but complicated process, often slowed down by archaic protocol. Vanilla supplies a platform for wealth advisors to create documentation, as well as monitor and visualize estate planning, so that they can speed up and optimize their processes to better serve their clients.
Vanilla's comprehensive and fully digital platform is the first of its kind, leveraging vast industry experience to support legacy operations from start to end. It is able to simplify even the most complicated estates, and display clear information on how assets will be passed down, as well as any changes that occur over time.
With the gargantuan size of the estate planning market, Vanilla should be afforded plenty of room to grow its operations into the future. The company has raised considerable funding towards accelerating expansion, as well as broadening its product offering and development.
Freddie
Company Specialist at Welcome to the Jungle
Benefits
- Fast-paced environment
- Remote & hybrid options
- The autonomy to self-direct and self-manage your workday, spending less time in meetings and more time focusing on meaningful work
- Work collaboratively with talented people across the country
- Use the skills you’ve honed to develop a first-of-its-kind product at a startup that cares more about industry longevity than spectacle
Funding (last 2 of 4 rounds)
Aug 2024
$35m
LATE VC
Feb 2023
$4.8m
SEED
Total funding: $81.4m
This company has top investors
Leadership
Steve Lockshin
(Founder)Also the Founder of AdvicePeriod, and a Board Member at PATHWATER and Just Invest. Former Chairman/CEO and Founder of Convergent Wealth Advisors.