Vanilla logo

Vanilla

Technology & Software

Recent Finacing

Equity

Recent Raise

Undisclosed


Vanilla provides estate planning software with embedded AI technology to a diverse range of clients, from small RIAs to major financial firms.

Total Funding

$66M

Headquarters

Salt Lake City, USA

Founded

2019

Focus Areas

estate planning
software
AI technology
platform expansion
customer adoption

Investors

Alumni Ventures logo
Insight Partners logo
Vanguard logo
Venrock logo
Edward Jones Ventures logo