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Vanilla

Salt Lake City, UT

Vanilla’s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today’s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning.

https://www.justvanilla.com/

Company Details

Founded

2019

Employees

Between 100 - 500 employees

Raised

$46,399,976

Headquarters Location

Salt Lake City, UT

Public

No

Acquired

No

CEO

Gene FarrellGene Farrell

Founders

Steve Lockshin
Steve Lockshin
Rasha G. Haddad
David Hauser
David Hauser

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