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.
SaaS
Fintech
Real Estate
Enterprise
Overview
Company Mission
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.
Employees168
Hq LocationSalt Lake City
Company values
Vanilla is purpose-built by advisors and estate professionals
Help wealth management firms deliver a holistic, modern estate planning experience
Deliver differentiated advice
Expand client relationships
Win new business
Simplified, scalable estate analysis
Vanilla currently has 1 job on Remoteville
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