Vanilla

Making Estate Planning Simple for Financial Advisors. Built for advisors, loved by clients.

General Information
Company Name
Vanilla
Founded Year
2019
Location (Offices)
Salt Lake City, United States +1
Founders / Decision Makers
Number of Employees
181
Industries
AI, Financial Services, Fintech +2
Funding Stage
Series B
Social Media

Vanilla - Company Profile

Vanilla is a pioneering Estate Advisory Platform established in 2019. The company's slogan, "Making Estate Planning Simple for Financial Advisors," embodies its core mission of simplifying and modernizing the estate planning process for advisors and clients alike. Vanilla's unique offering is tailored specifically for advisors and estate professionals, empowering wealth management firms to offer a comprehensive and contemporary estate planning experience to their clientele. By leveraging Vanilla, advisors, planners, and estate attorneys can provide distinctive advice, enhance client relationships, secure new business opportunities, and elevate their ongoing value by delivering streamlined, scalable estate analysis to every client. Vanilla operates within the realms of AI, Financial Services, Fintech, Information Technology, and Wealth Management, reflecting its multidimensional approach. While the company is based in the United States, details regarding its latest investment and investors remain undisclosed. For more information on how Vanilla is revolutionizing the estate planning landscape from end to end, visit www.justvanilla.com.

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