Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale. Founded by Steve Lockshin, a Barron’s top advisor, and backed by leading investors including Venrock, Insight Partners, and NBA legend Michael Jordan, Vanilla has raised over $80 million and assembled an unmatched team. With 20+ in-house planning experts, 180+ years of collective experience, and a distinguished legal advisory board, Vanilla is setting the new standard in estate planning. Vanilla’s pace of innovation is unrivaled: The platform has processed over 45,000 estate planning documents, is connected to more than $250 billion in assets, and is the most widely adopted solution for institutional and enterprise firms including Mariner Wealth Advisors and Vanguard. Our transformative, patented software has received awards from Luminaries, WealthTech Americas, Family Wealth Report, WealthManagement.com, and more. To learn more, visit www.justvanilla.com.
| Website | http://www.justvanilla.com |
| Employees | 205 (131 on RocketReach) |
| Founded | 2019 |
| Technologies |
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| Industry | Financial Services |
| Keywords | Estate Planning Software, Wealth Management Platform, Advisor Software, Trust And Estate Planning, Financial Planning Software, Estate Planning Tools, Estate Planning Solutions, Advisor Technology, Wealthtech, Financial Planning Tools, Wealth Management Solutions, Digital Estate Planning, High Net Worth Planning, Client Portal Software, Tax Planning Software |
| Competitors | LEBANON ANIMAL HOSPITAL, PC, Embark Veterinary, Highland County, Orivet Genetic Pet Care, Wisdom Panel, Neogen’s Paw Print Genetics, Basepaws, DNA My Dog, Canine Health Information Center +4 more (view full list) |
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Vanilla Questions
Gene Farrell is the President and CEO of Vanilla.
131 people are employed at Vanilla.
Vanilla is based in Bellevue, Washington.
Top Vanilla Employees
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Gene Farrell
President and CEO at Vanilla
United States45+ -
Sam Trapkin
Co-founder, VP of Product Strategy at Vanilla
Coeur d'Alene, ID, US25 -
Steve Lockshin
Founder at Vanilla
Cabo San Lucas, B.C.S., MX35+ -
Larry Steinberg
Chief Technology Officer at Vanilla
Snoqualmie, WA, US25+ -
Nathan Hunt
Chief Financial Officer at Vanilla
Boise, ID, US25+ -
Nikkole Shamsuddin
Chief Customer Officer at Vanilla
Seattle, WA, US34 -
Karen Nachbar
Chief Legal Officer at Vanilla
New York, United States32 -
Hope Chau
VP, Associate General Counsel at Vanilla
San Diego, CA, US35+ -
Shirley Zhang
VP, Head of Sales at Vanilla
New York, NY, US34 -
Robyn Rossi
Vice President, People at Vanilla
Kirkland, WA, US55+
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