Total Funding
72
75
Total FundingSeries B raised
Growth Score 72 in past quarter
-8 pts
Heat Score 75 in past quarter
-15 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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5050
Vanilla is an estate planning software platform designed for financial advisors, estate planners, and family offices.
- Gene Farrell: President and CEOPast Role: Smartsheet, Chief Product Officer
- Amjad Hussain: CTOPast Role: Amazon Web Services, Director
About the Company
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.
