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Vanilla logo — Making Estate Planning Simple for Financial Advisors. Built...

Vanilla

Making Estate Planning Simple for Financial Advisors. Built for advisors, loved by clients.

Founded 2019 United States Salt Lake City, United States 181 employees Series B AI, Financial Services +3

General Information

Company Name Vanilla
Founded Year 2019
Location United States Salt Lake City, United States
Employees 181
Industries AI, Financial Services, Fintech +2
Funding Stage Series B
Social

BounceWatch is an independent company data service, not affiliated with Vanilla. To contact Vanilla, visit justvanilla.com.

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About Vanilla

Vanilla is a pioneering Estate Advisory Platform established in 2019. The company's slogan, "Making Estate Planning Simple for Financial Advisors," embodies its core mission of simplifying and modernizing the estate planning process for advisors and clients alike. Vanilla's unique offering is tailored specifically for advisors and estate professionals, empowering wealth management firms to offer a comprehensive and contemporary estate planning experience to their clientele. By leveraging Vanilla, advisors, planners, and estate attorneys can provide distinctive advice, enhance client relationships, secure new business opportunities, and elevate their ongoing value by delivering streamlined, scalable estate analysis to every client. Vanilla operates within the realms of AI, Financial Services, Fintech, Information Technology, and Wealth Management, reflecting its multidimensional approach. While the company is based in the United States, details regarding its latest investment and investors remain undisclosed. For more information on how Vanilla is revolutionizing the estate planning landscape from end to end, visit www.justvanilla.com.

No funding data available for Vanilla yet.

Vanilla Alternatives & Competitors

Vanilla vs
Millennial Wealth, LLC
Millennial Wealth, LLC United States

Financial Planning for your Future, For your Experiences, For your Life

4 employees
Financial Services, Wealth Management
Vanilla vs
Morgan Rosel Wealth Management
Morgan Rosel Wealth Management United States

Financial Planning. Investment Management. Estate & Tax Planning. Private Equity.

6 employees
Financial Services, Wealth Management
Vanilla vs
Genex Consulting STL
Genex Consulting STL United States

We strive to deliver a professional planning experience that helps provide life changing clarity for...

18 employees
Financial Services, Wealth Management

FAQ About Vanilla

Making Estate Planning Simple for Financial Advisors. Built for advisors, loved by clients.
Vanilla was founded in 2019.
Vanilla is headquartered in Salt Lake City, United States.
Vanilla operates in AI, Financial Services, Fintech, Information Technology and Wealth Management.
Vanilla has approximately 181 employees.
Top alternatives and competitors to Vanilla include Millennial Wealth, LLC, Morgan Rosel Wealth Management, Genex Consulting STL, Vantage Financial. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Vanilla and Millennial Wealth, LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Vanilla, https://bouncewatch.com/company/vanilla, updated 23 December 2024. When citing, please name BounceWatch and link this page.

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