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Vanilla

Financial Services

Last Updated: November 20, 2025
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Revenue
$10.00M
funding-icon Total Funding
$81.40M
Size
51 - 200
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Frequently Asked Questions About Vanilla

What does Vanilla do?+

Founded in 2019, Vanillas 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. Todays estate planning toolsfor advisors, lawyers, and consumers alikeare significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisors and a clients understanding...

What is Vanilla's industry? +

Vanilla operates in the Financial services industry.

What is Vanilla's revenue? +

Vanilla's revenue is $10.00m

What is Vanilla's company size? +

Vanilla has 51 - 200 employees.

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