Vanilla
Vanilla is estate planning and wealth management software that allows advisors to unlock new value for clients and win new prospects, no expertise required. Vanilla is an estate planning platform that allows advisors to unlock new value for clients, no...
- Category: Family Law Services
- Location: Salt Lake City, UT, United States
- Founded: 2019-01-01
- Total funding: 84261281
- Website: https://justvanilla.com
Product & Features
- Vanilla is an AI-powered estate advisory platform that enhances personal estate planning for clients of all sizes.
- It offers an Estate Health Check™ questionnaire to engage prospects and clients effectively.
- The platform provides estate planning document creation and updates at no cost, using templates from industry-leading attorneys.
- Vanilla connects to popular integrations like eMoney to illustrate asset impacts on beneficiaries.
- Users can model tax efficiency and explore various estate planning strategies with scenario analysis tools.
- The platform features a large attorney network and in-house abstraction services for comprehensive support.
- Vanilla ensures enterprise-grade security with advanced measures like data encryption and real-time monitoring.
- It includes extensive educational resources, offering CE-eligible content to enhance advisor knowledge and skills.
Notable Customers
- Matter Family Office
- Mariner Wealth Advisors
- True North Advisors
- Verdence Capital Advisors
- GHP Investment Advisors
- Coastal Bridge Advisors
- Robertson Stephens
- Wealthspire Advisors
- Dogwood Wealth Management
- Wealthstone Private Wealth Management
- Capital Advisors
- Intelligent Capitalworks
- E-Wealth
- Balentine
- FMB Wealth Management
- AdvicePeriod
- Mariner Offices
Funding Rounds
- Funding — $30M (2022-04)
Investors
Integration partners
Similar Companies
Frequently Asked Questions
What is Vanilla?
Vanilla is estate planning and wealth management software that allows advisors to unlock new value for clients and win new prospects, no expertise required. Vanilla is an estate planning platform that allows advisors to unlock new value for clients, no...
What does Vanilla do?
Vanilla is an AI-powered estate advisory platform that enhances personal estate planning for clients of all sizes. It offers an Estate Health Check™ questionnaire to engage prospects and clients effectively. The platform provides estate planning document creation and updates at no cost, using templates from industry-leading attorneys.
Who are Vanilla's customers?
Vanilla's customers include Matter Family Office, Mariner Wealth Advisors, True North Advisors, Verdence Capital Advisors, GHP Investment Advisors, Coastal Bridge Advisors.
How much funding has Vanilla raised?
Vanilla has raised 84261281 across 1 funding round.
Who are Vanilla's investors?
Vanilla's investors include Insight Partners.
What category does Vanilla fall under?
Vanilla is a legal technology company in the (Cons) Family Law Services category.