Vanilla is the world’s first Estate Advisory Platform, purpose-built by advisors and estate professionals to help wealth management firms deliver a holistic, modern estate planning experience to their clients. With Vanilla, advisors, planners, and estate attorneys can deliver differentiated advice, expand their client relationships, win new business, and increase their ongoing value by offering simplified, scalable estate analysis to every client. Learn more about how Vanilla is reinventing the estate planning experience, end-to-end at www.justvanilla.com.
$35M sweet spot round size
2019
$35M
from 3 investors over 1 rounds
Vanilla raised $35M on September 15, 2024
Investors: Insight Partners, Alumni Ventures and + 3 Other investors