About Vanilla
Vanilla is a company based in Los Angeles (United States) founded in 2019 by Steve Lockshin. It operates as a SaaS (Software-as-a-Service). Vanilla has raised $84.26 million across 4 funding rounds from investors including Vanguard, Insight Partners and Venrock. Vanilla offers products and services including Vanilla Estate Planning Software. Vanilla operates in a competitive market with competitors including Tomorrow, Trust and Will, Cake, Luminary and The Postage, among others.
- Headquarter Los Angeles, United States
- Founders Steve Lockshin
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Sectors
Professional & Legal Services
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Email
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Phone
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Website
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Social
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- Legal Name Vanilla Technologies Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$84.26 M (USD)
in 4 rounds
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Latest Funding Round
$35 M (USD), Series C
Aug 15, 2024
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Investors
Vanguard
& 13 more
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Employee Count
Employee Count
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Products & Services of Vanilla
Vanilla offers a comprehensive portfolio of products and services, including Vanilla Estate Planning Software. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Estate planning is facilitated for advisors and clients.
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Funding Insights of Vanilla
Vanilla has successfully raised a total of $84.26M across 4 strategic funding rounds. The most recent funding activity was a Series C round of $35 million completed in August 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 4
- Last Round Series C — $35.0M
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First Round
First Round
(14 Jun 2019)
- Investors Count 14
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug, 2024 | Amount | Series C - Vanilla | Valuation | Insight Partners | |
| Apr, 2022 | Amount | Series B - Vanilla | Valuation | Insight Partners | |
| Aug, 2021 | Amount | Series A - Vanilla | Valuation | Venrock |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Vanilla
Vanilla has secured backing from 14 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include Vanguard, Insight Partners and Venrock. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Investment firm scaling software and technology companies from early to late stages.
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Founded Year | Domain | Location | |
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Venture capital firm focused on tech sectors
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Founded Year | Domain | Location | |
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Venture capital investing and portfolio management services for accredited investors.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Vanilla
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Vanilla
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Vanilla Comparisons
Competitors of Vanilla
Vanilla operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Tomorrow, Trust and Will, Cake, Luminary and The Postage, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Carbon footprint of daily activities is tracked via mobile software.
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| domain | founded_year | HQ Location |
Legal will planning solutions are provided through a cloud-based platform.
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| domain | founded_year | HQ Location |
Online platform that provides end of life planning
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| domain | founded_year | HQ Location |
Estate planning software is provided with AI-driven insights by Luminary.
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| domain | founded_year | HQ Location |
Cloud-based legacy planning solutions are offered for enterprises.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Vanilla
Frequently Asked Questions about Vanilla
When was Vanilla founded?
Vanilla was founded in 2019.
Where is Vanilla located?
Vanilla is headquartered in Los Angeles, United States. It is registered at Los Angeles, California, United States.
Who is the current CEO of Vanilla?
Gene Farrell is the current CEO of Vanilla.
Is Vanilla a funded company?
Vanilla is a funded company, having raised a total of $84.26M across 4 funding rounds to date. The company's 1st funding round was a Series A of $14.35M, raised on Jun 14, 2019.
What does Vanilla do?
Estate planning solutions are offered by Vanilla to financial advisors and attorneys. The software is designed to simplify complex estate planning processes through AI-powered tools, visualizations, and document creation. Services are extended to wealth management firms, law firms, and family offices. Automation of tax calculations, scenario planning, and client onboarding is supported. The platform is recognized for enhancing client relationships and driving revenue growth in the financial advisory sector.
Who are the top competitors of Vanilla?
Vanilla's top competitors include Trust and Will, Luminary and Cake.
What products or services does Vanilla offer?
Vanilla offers Vanilla Estate Planning Software.
Who are Vanilla's investors?
Vanilla has 14 investors. Key investors include Vanguard, Insight Partners, Venrock, Alumni Ventures, and Edward Jones Ventures.
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