V
Vanilla
An estate planning platform that allows advisors to unlock new value for clients and prospects alike, no expertise required
About Vanilla
JustVanilla.com is a startup that offers a comprehensive estate planning solution. The company operates in the wealth management and estate planning market, serving professionals such as advisors, planners, and attorneys. The platform simplifies the complex process of estate planning by providing tools to visualize, model, and create new plans. This not only enhances the client experience but also helps professionals identify planning gaps and deliver holistic, differentiated advice.
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JustVanilla.com's business model is based on providing a software platform that transforms estate planning into a repeatable offering. This allows professionals to retain assets across generations and win new clients, thereby growing their business. The platform is more than just a tool for creating trusts, wills, and estate planning documents. It is designed to empower professionals to provide their clients with the most important advice on crafting and managing their legacy.
The company has been recognized as a leading wealth management and estate planning software platform, winning the 2023 Family Wealth Report Product Innovation award and being a finalist in the Specialized Planning category at the 2023 LUMINARIES Awards. The platform integrates with other wealth management tools and ensures enterprise-grade security for every customer and client.
At a glance
- Founded
- 2019
- Headquarters
- Salt Lake City, United States
- Sector
- Real Estate
- Power Law
- Colt$25–100M revenue
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Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series A9 investors entered at this stage
Venrock
Michael Jordan- JWJason Wenk
- FIF. William McNabb III
Nick Beim- CPCurtis Polk
Insight Partners
Vanguard- BMBill McNabb
Series B and later2 investors entered at this stage
Alumni Ventures
Edward Jones Ventures
Source: Dealroom Talent Intelligence.
Global footprint
team presence
across markets
Market sentiment
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