Vanilla
Estate advisory platform visualising estate documents for advisors
Vanilla gives advisors and estate planners software to visualise clients' estate documents and build customisable plans, with AI used to summarise documents and tailor estate guidance. Backers include Vanguard and Edward Jones Ventures.
GAII take
Strong distribution backers; AI is an add-on to estate visualisation rather than its core, unlike Wealth.com.
Strong distribution backers; AI is an add-on to estate visualisation rather than its core, unlike Wealth.com.
- Website
- justvanilla.com
- Headquarters
- North America
- Founded
- 2019
- Company type
- Scale-up
- Funding
- $66M
- Latest round
- Undisclosed round · Aug 2024
- Status
- Active
- Founders
- Steve Lockshin
- Investors
- Insight Partners, Venrock, Vanguard, Edward Jones Ventures, Alumni Ventures
- Buyer
- Wealth managers & RIAs
- Asset class
- Multi-asset
- Workflow
- Reporting & IR
- Ai capability
- Document extractionGenerative content
- Delivery
- SaaS application
GAII ID GAII-T0448 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.