Founded in 2019, Vanilla Technologies builds AI-powered estate planning software for financial advisors. The company's platform unifies scenario modeling, client visualization, and document creation, enabling advisors to deliver estate advice at scale. It has processed over 45,000 estate planning documents and connects to more than $250 billion in assets.
The team includes more than 20 in-house planning experts with over 180 years of collective experience in the field. Vanilla operates in the wealth management, estate planning, and financial advisory verticals, with enterprise clients such as Mariner Wealth Advisors and Vanguard.
Investors include Venrock, Insight Partners, and NBA legend Michael Jordan.
