Vanilla
Likely to Engage tag.Highly Engaged Employees

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

<$5 Million

Industry

Financial Software Software Legal Solutions

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's Social MediaSIC Code 73,737NAICS Code 51,513Show more

Vanilla Org Chart

GF
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Gene Farrell

President & Chief Executive Officer

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NH
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Nathan Hunt

Chief Financial 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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Travis Forbes

Controller

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Compare Similar Companies to Vanilla

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

<$5M
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
JL
Jeffrey LewisRegistered Investment Advisor & Representative
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
TC
Terry ChiuPortfolio Manager & Vice President, Investment Research
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 <$5 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 Who is the CFO of Vanilla?
Vanilla's CFO is Nathan Hunt What does Vanilla do?

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... sets 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.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 Bill McNabb, Michael Jordan, Vanguard 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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