Vanilla

Vanilla provides an Estate Advisory Platform designed to help wealth management firms offer modern estate planning services to their clients. The platform simplifies legacy building, enhances client and advisor education, and supports document creation and plan execution. It uses AI technology to improve efficiency and accessibility for various wealth levels.

Buy Funded Startups lists

Funding Round: Strategic fundraising

Funding Amount:

Date: 15-Aug-2024

Investors: Insight Partners, Venrock, Vanguard, Edward Jones Ventures, Alumni Ventures

Markets: Fintech, Wealth Management, AI, Financial Services, Software, Information Technology

HQ: Salt Lake City, Utah, United States

Founded: 2019

Website: https://www.justvanilla.com/

LinkedIn: https://www.linkedin.com/company/justvanilla

Twitter: https://twitter.com/getvanilla

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