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Vanilla

180 employees

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.

Investor insights

Funding rounds participated in

$35M sweet spot round size

Investor type

Privately Held

Basic info

Industry

Financial Services

Sectors

Financial Services

Date founded

2019

Funding rounds raised

Total raised

$35M

from 3 investors over 1 rounds

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Vanilla raised $35M on September 15, 2024

Investors: Insight Partners, Alumni Ventures and + 3 Other investors

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