Vanilla
Highly Engaged Employees
Highly Engaged EmployeesFinancial 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
$42 MillionIndustry
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 Org Chart
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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... Read More
