VANILLA TECHNOLOGIES INC
Vanilla is the world’s first Estate Advisory Platform, purpose-built by advisors and estate professionals to help wealth management firms deliver a holistic, modern estate planning experience to their clients. With Vanilla, advisors, planners, and estate attorneys can deliver differentiated advice, expand their client relationships, win new business, and increase their ongoing value by offering simplified, scalable estate analysis to every client. Learn more about how Vanilla is reinventing the estate planning experience, end-to-end at www.justvanilla.com.
VANILLA TECHNOLOGIES INC
Industry:
Financial Services Information Technology Legal Tech Software
Founded:
2019-01-01
Address:
Salt Lake City, Utah, United States
Country:
United States
Website Url:
http://www.justvanilla.com
Total Employee:
51+
Status:
Active
Total Funding:
46.4 M USD
Technology used in webpage:
Domain Not Resolving Mobile Non Scaleable Content ReCAPTCHA U.S. Server Location ReCAPTCHA V2 Amazon S3 AWS Global Accelerator Java EE Next.js Stripe V3
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Current Advisors List
Board_member
Board_member
Board_member
Board_member
Current Employees Featured
Gene Farrell President and CEO @ Vanilla Technologies Inc
President and CEO
2021-12-01
Amjad Hussain CTO @ Vanilla Technologies Inc
CTO
2021-12-01
Jim Sinai CMO @ Vanilla Technologies Inc
CMO
Steve Lockshin Founder @ Vanilla Technologies Inc
Founder
Founder
Investors List
Insight Partners
Insight Partners investment in Series B - Vanilla Technologies Inc
Venrock
Venrock investment in Series B - Vanilla Technologies Inc
Curtis Polk
Curtis Polk investment in Series A - Vanilla Technologies Inc
Michael Jordan
Michael Jordan investment in Series A - Vanilla Technologies Inc
William McNabb
William McNabb investment in Series A - Vanilla Technologies Inc
Jason Wenk
Jason Wenk investment in Series A - Vanilla Technologies Inc
Venrock
Venrock investment in Series A - Vanilla Technologies Inc
Official Site Inspections
http://www.justvanilla.com Semrush global rank: 1.89 M Semrush visits lastest month: 11.44 K
- Host name: 141.193.213.10
- IP address: 141.193.213.10
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "Vanilla Technologies Inc"
The Leading Estate Planning Software for Wealth Management
Estate planning software helps financial advisors, lawyers, and individuals analyze existing estate plans, identify gaps, calculate potential federal and state estate tax liabilities, and create new …See details»
Vanilla: Company History, Values, and Leadership Team
Vanilla is on a mission to simplify estate planning and help everyone create a meaningful legacy. Learn more about our fintech startup.See details»
Vanilla | Family Office Exchange
Vanilla is the world’s first Estate Advisory Platform, purpose-built by UHNW advisors and estate professionals to help family office and wealth management firms deliver a holistic, modern …See details»
Vanilla - Crunchbase Company Profile & Funding
Learn more about how Vanilla is reinventing the estate planning experience, end-to-end at www.justvanilla.com. A software platform designed for wealth advisors to create, manage, and visualize estate plans for their clients, integrating with …See details»
Vanilla Closes $35m Funding Round to Accelerate …
Oct 16, 2024 · Vanilla, the award-winning estate planning software company, today announced it has closed its latest fundraising round at $35m, led by returning investor Insight Partners, in addition to contributions from Venrock, …See details»
Vanilla - LinkedIn
Vanilla is the world’s first Estate Advisory Platform, purpose-built by advisors and estate professionals to help wealth management firms deliver a holistic, modern estate planning experience to...See details»
Vanilla Raises $30 Million in Series B Led by Insight Partners to ...
May 23, 2022 · Vanilla is seeking to reshape the $180 Billion estate planning industry by offering the first comprehensive, fully digital estate planning platform designed to support the legacy …See details»
Estate Planning Platform Vanilla Launches "Vanilla 2.0"
Apr 15, 2021 · Vanilla is the first comprehensive estate planning solution that allows advisors to proactively monitor all of their clients, visualize existing planning, and take action through document creation. Vanilla creates a way …See details»
Vanilla CEO and Key Executive Team | Craft.co
Craft can deliver 250+ data points of financial, operating, and human capital indicators on companies via API. Vanilla's Founder & Executive Chairman is Steve Lockshin. Other …See details»
Vanilla
Turn Estate Planning into Legacy Building. Experience the brand new Vanilla Estate Advisory Platform. Leverage the power of estate planning conversations to deepen relationships with …See details»
Vanilla appoints Jim Sinai as CMO and Karen Nachbar …
Los Angeles, CA, August 4, 2022 – Vanilla, the award-winning Estate Advisory Platform, designed to transform how wealth advisors help their clients manage their estate and build their legacy, announces the addition of Jim Sinai as …See details»
CEO and Executive Team - Team at Vanilla - The Org
Vanilla's CEO and Executive Team includes Amjad Hussain and 2 others.See details»
Vanguard Introduces Enhanced Digital Estate Planning Tools to …
From robust and easy-to-understand visualizations of complex estates, detailed diagrams of how assets transfer to future generations, to ongoing estate monitoring, Vanilla is reinventing the …See details»
Vanilla Company Profile - Office Locations, Competitors ... - Craft
Vanilla (also known as OpenAdvisor Technologies) is a company developing an estate planning platform that connects clients with other internal initiatives. The company provides a solution …See details»
Contact Us - Vanilla
Interested in a demo of the Vanilla platform? Schedule a call here. Looking for a scalable estate planning service that allows you to provide a consistent client experience? Reach out to us …See details»
Director Of HNW & Family Office Sales at Vanilla - The Org
Jul 1, 2024 · Laura Jogani is currently working as a Sales Executive at Vanilla since December 2022. Prior to this role, Laura worked as a Senior Associate at J.P. Morgan Private Bank from …See details»
Senior Enterprise Sales Executive at Vanilla - The Org
Currently, they are a Senior Enterprise Sales Executive at Vanilla. Kimberly Venable obtained a Bachelor of Science (BS) in Business Management and Finance, cum laude, from NC State …See details»
Organization-Wide MFA Requirement - Vanilla
Jul 1, 2022 · Organization administrators can now require users to enable multi-factor authorization (MFA) for their personal accounts. Users will be required to enable MFA through …See details»
Vanilla
You need to enable JavaScript to run this app. Vanilla. You need to enable JavaScript to run this app.See details»
Transforming Estate Law Practices: Vanilla Introduces “Vanilla for ...
May 8, 2024 · Vanilla, a leading provider of innovative estate planning software, today announced the launch of Vanilla for Attorneys. This newly tailored offering redefines estate planning, …See details»