Vanilla

Financial Software · Utah, United States · 51-200 Employees

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Overview

Headquarters

310 S Main St Ste 1000, Salt Lake City, ...

Website

www.justvanilla.com

Revenue

$42 Million

Industry

Financial Software Software Legal Solutions

About Vanilla

Vanilla is an AI-powered estate advisory platform headquartered in Salt Lake City, Utah. Founded in 2019 by Steve Lockshin, the company provides financial advisors, RIAs, and wealth management firms with tools for document creation, estate visualization, scenario modeling, and gap analysis. Vanilla combines its patented software with an in-house team of former practicing attorneys and a network of outside attorneys to help advisors deliver scalable, holistic estate planning. Its platform has processed tens of thousands of estate documents and is used by firms including Vanguard and Mariner Wealth Advisors.Explore more
Vanilla's Social MediaSIC Code 73,737NAICS Code 51,513Show more

Vanilla Org Chart

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Gene Farrell

President & Chief Executive Officer

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Marc Dorfman, Chief Revenue Officer at Vanilla
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Marc Dorfman

Chief Revenue Officer

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Karen Nachbar, Chief Legal Officer at Vanilla
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Karen Nachbar

Chief Legal Officer

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Shirley Zhang

Vice President & Head of Sales

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Compare insights from companies similar to Vanilla, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vanilla

$42M
51-200
Private
$76.6M
2019
GF
Gene FarrellPresident & CEO
HBKS Wealth Advisors
$30.1M
51-200
Private
-
2001
JH
Joseph HudeckChief Financial Officer
Exencial Wealth Advisors
$25.9M
51-200
Private
<$5M
2003
JB
John BurnsCo CEO
North Ridge Securities
$11.7M
51-200
Private
-
1990
JR
Jake RockowerFinancial Advisor
Provenance Wealth Advisor...
$7.3M
11-50
Private
<$5M
2000
Peter Mottek, Chief Executive Officer & President at Provenance Wealth Advisors
Peter MottekCEO & President
Sage Financial Group
$6.2M
11-50
Private
<$5M
1989
JG
Joseph GallagherDirector, Senior Investment Officer
Capital Planning Advisors
$5.1M
51-200
Private
<$5M
1983
BP
Brian PrettiChief Investment Officer
Illustration of an envelope

Vanilla Tech Stack

A closer look at the technologies used by Vanilla

WordPress.org

By

Automattic
Cloudflare Website Optimization

By

Cloudflare
MailChimp

By

Intuit
DNSimple

By

Aetrion
See more technologies

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Frequently Asked Questions Regarding Vanilla

What is Vanilla's official website?
Vanilla's official website is www.justvanilla.com What is Vanilla's Revenue?
Vanilla's revenue is $42 Million What is Vanilla's SIC code?
Vanilla's SIC: 73,737 What is Vanilla's NAICS code?
Vanilla's NAICS: 51,513 How many employees does Vanilla have?
Vanilla has 51-200 employees What industry does Vanilla belong to?
Vanilla is in the industry of: Financial Software, Software, Legal Solutions What is Vanilla competition?
Vanilla top competitors include: HBKS Wealth Advisors, Sage Financial Group, North Ridge Securities, Provenance Wealth Advisors What technology does Vanilla use?
Some of the popular technologies that Vanilla uses are: WordPress.org, Cloudflare Website Optimization, MailChimp, DNSimple What does Vanilla do?

Vanilla is an AI-powered estate advisory platform headquartered in Salt Lake City, Utah. Founded in 2019 by Steve Lockshin, the company provides financial advisors, RIAs, and wealth management firms with tools for document creation, estate visualization, scenario modeling, and gap analysis. Vanilla combines its patented software with an in-house te... am of former practicing attorneys and a network of outside attorneys to help advisors deliver scalable, holistic estate planning. Its platform has processed tens of thousands of estate documents and is used by firms including Vanguard and Mariner Wealth Advisors.Read More

 What are Vanilla social media links?
Vanilla Linkedin page Vanilla Twitter page Vanilla Facebook page Who invested in Vanilla?
Vanilla has 14 investors including Vanguard, Bill McNabb, Venrock and Venrock. Is Vanilla a public company?
Vanilla is private company therefore does not currently have an official ticker symbol
See more information about Vanilla

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