Vanilla | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Vanilla is an AI-powered estate planning software platform that aims to simplify and modernize the estate planning process for financial advisors, wealth managers, and attorneys.
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An AI-powered estate planning software platform, Vanilla streamlines and modernizes estate planning for financial advisors, wealth managers, and attorneys. Established in 2019 by Steve Lockshin, the company has secured substantial funding from prominent investors such as Michael Jordan and F. William McNabb III. Based in Washington, Vanilla brings together expertise from wealth management, design, technology, and estate planning.
The platform offers comprehensive automation of estate planning tasks, including AI-powered automation, visual estate planning diagrams, on-demand document generation, and advanced tax analysis. With the largest attorney network in the sector—over 100 legal professionals spanning all 50 states—Vanilla provides robust support for advisors. Security and compliance is a top priority, with enterprise-grade measures trusted by Fortune 100 banks. Vanilla has processed more than 45,000 estate planning documents and has earned industry recognition and awards.
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