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
Not available
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Net Profit
Not available
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EBITDA
Not available
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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
Not available
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Products & Services of Vanilla
Vanilla offers a comprehensive portfolio of products and services, including Vanilla Estate Planning Software.
Estate planning is facilitated for advisors and clients.
People of Vanilla
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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.
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.
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Investment firm scaling software and technology companies from early to late stages.
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Venture capital firm focused on tech sectors
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Venture capital investing and portfolio management services for accredited investors.
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Investor details for Vanilla
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Investments & Acquisitions by Vanilla
Investment portfolio details for Vanilla
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Financial Statements - Vanilla
Detailed financials for Vanilla
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Vanilla Comparisons
Peer comparison for Vanilla
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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Carbon footprint of daily activities is tracked via mobile software.
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Legal will planning solutions are provided through a cloud-based platform.
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Online platform that provides end of life planning
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Estate planning software is provided with AI-driven insights by Luminary.
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Cloud-based legacy planning solutions are offered for enterprises.
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Detailed competitors of Vanilla
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Latest news on Vanilla
Complete news archive for Vanilla
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Frequently Asked Questions about Vanilla
Vanilla was founded in 2019.
Vanilla is headquartered in Los Angeles, United States. It is registered at Los Angeles, California, United States.
Gene Farrell is the current CEO of Vanilla.
Vanilla is a funded company, having raised a total of $84.26M across 4 funding rounds to date.
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.
Vanilla's top competitors include Trust and Will, Luminary and Cake.
Vanilla offers Vanilla Estate Planning Software.
Vanilla has 14 investors. Key investors include Vanguard, Insight Partners, Venrock, Alumni Ventures, and Edward Jones Ventures.