Company profile
Vanilla
Making Estate Planning Simple for Financial Advisors. Built for advisors, loved by clients.
- Industry
- Financial Services
- Employees
- 211
- Headquarters
- Bellevue, Washington
- Founded
- 2019
- LinkedIn followers
- 22,484
- Office locations
- 1
Vanilla company summary
Vanilla is a company in the Financial Services industry, headquartered in Bellevue, Washington, founded in 2019. On LinkedIn the company has around 211 employees and 22,484 followers.
What technology does Vanilla use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About Vanilla
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.
Where is Vanilla located?
Vanilla lists 1 location.
Compare companies similar to Vanilla
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| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Vanilla justvanilla.com | Financial Services | 211 | 2019 | Bellevue, Washington |
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 Morgan Stanley morganstanley.com | Financial Services | 102,243 | - | New York, NY |
 American Express americanexpress.com | Financial Services | 96,853 | - | New York, NY, US |
 Deutsche Bank db.com | Financial Services | 82,282 | 1870 | Frankfurt am Main, Hessen |
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 BlackRock blackrock.com | Financial Services | 34,152 | 1988 | New York, NY |
Frequently asked questions about Vanilla
What does Vanilla do?
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.
How many employees does Vanilla have?
Vanilla has around 211 employees on LinkedIn.
Where is Vanilla headquartered?
Vanilla is headquartered in Bellevue, Washington.
When was Vanilla founded?
Vanilla was founded in 2019.
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