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.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Vanilla
Founded in 2019, Vanilla is a comprehensive estate planning platform that leverages decades of industry-leading expertise to address the need in financial advisory for a modernized estate planning experience. Vanilla provides robust and easy-to-understand visualizations of complex estates, efficient document preparation, detailed diagrams of how assets transfer to future generations, and ongoing estate administration and monitoring. It allows advisors, organizations, and institutions to deliver a new tier of value to their clients.Explore more
Vanilla Org Chart
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Company Profile Activity
Activity Insights
Vanilla is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
Vanilla is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Vanilla.
Vanilla financials insights
Gather financial insights about Vanilla, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Series A
$11.6M
2022
Unspecified
$30M
2024
Other Financing Round
$35M
Vanilla Tech Stack
A closer look at the technologies used by Vanilla
Most Recent Scoops
Hiring Plans
Vanilla has more open roles in Sales than it has had at any time in the past 12 months.
Hiring Plans
Left Company
Executive Move
Executive Moves, Left Company
Person-Based
Person-Based
Person-Based
Vanilla News & Media
CMO Views: Jim Sinai on Career, Technology, and Becoming an F1 Fan - ETF Trends
In this edition, VettaFi CMO Jon Fee sits down with Vanilla CMO Jim Sinai to discuss career, technology, and becoming an F1 fan.Vanilla Raises $11.6 Million With Venrock, Announces High-Profile Partners, Welcomes Former Vanguard Group Chairman McNabb to Board
Disruptive Estate Planning Startup Founded by Steve Lockshin Secures Funding Through Legendary Venture Capital Firm, Launches Partnerships with Orion and Addepar, and Welcomes F. William McNabb III, Former CEO and Chairman of Vanguard Group, as a Director. (PRWeb August 30, 2021) Read the full story at https://www.prweb.com/releases/vanilla_raises_11_6_million_with_venrock_announces_high_profile_partners_welcomes_former_vanguard_group_chairman_mcnabb_to_board/prweb18157870.htm
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Founded in 2019, Vanilla is a comprehensive estate planning platform that leverages decades of industry-leading expertise to address the need in financial advisory for a modernized estate planning experience. Vanilla provides robust and easy-to-understand visualizations of complex estates, efficient document preparation, detailed diagrams of how as... Read More
