Vanilla: An intuitive estate planning platform unlocking value for clients and advisors.
Location
Los Angeles, CA, US
Founded
2019
Vanilla is an estate planning platform designed to help advisors, estate planners, attorneys, and enterprises enhance their client relationships by providing intuitive and visual estate planning solutions. The platform simplifies the estate planning process, making it accessible to professionals without requiring specialized expertise. Vanilla's key features include tools for assessing estate plans, visualizing estate information, and scaling estate planning services to a broader client base.
Vanilla's investment focus and typical investment size are not specified. However, the platform is notable for its ability to unlock new value for clients and advisors through its user-friendly interface and dynamic planning visualizations. The firm's key partners or decision-makers are not mentioned, but Vanilla's unique value-add lies in its ability to standardize and scale estate planning services, making it a valuable tool for professionals across various roles in the estate planning industry.
Vanilla - Classification
NAICS
520000Finance and Insurance
SIC
6000Depository Institutions
Show 7 more industry codes
NAICS
513200Software Publishers
510000Information
513000Publishing Industries
513210Software Publishers
SIC
7300Business Services
7370Computer Programming, Data Processing, And Other Computer Related
