Articles from Vanilla

Vanilla, a leading estate planning technology platform, today announced its partnership with Elevation Point, a growth accelerator and minority stake partner for independent advisors and breakaway firms. Through the partnership, Vanilla becomes a preferred estate planning software provider for Elevation Point’s network of growth-oriented advisors.

Vanilla, the most trusted modern estate planning platform for financial advisors, today announced a strategic partnership with Osaic, Inc. (Osaic), one of the nation's largest providers of wealth management solutions.

Vanilla, the leading estate planning technology platform trusted by several of the country’s largest wealth management firms, today announced the opening of the waitlist for Vanilla Starter, a groundbreaking solution designed to make professional estate planning services accessible for boutique RIA firms. Built on the same proven, institutional-grade technology that serves ultra-high-net-worth clients, Vanilla Starter will launch with pricing starting at $99 per month.

Vanilla, the leading provider of estate planning technology for advisors, today announced Vanilla Scenarios™ Advanced Planning, the next evolution of its all-in-one scenario planning tool. Building on the strong foundation established since its introduction in April 2024, this evolution of Vanilla Scenarios™ delivers a more unified experience that enables financial advisors to model, compare, and present estate planning strategies with unprecedented speed and flexibility.

Vanilla, the modern estate planning platform that simplifies and elevates the advisor-client experience, announced today that it has been granted a U.S. patent for its innovative event-based resource allocation system. This proprietary technology underpins many of the platform’s most advanced capabilities, including report automation, waterfall calculations, estate visualizations and abstractions, and AI-powered opportunity discovery.

Vanilla, the category-defining estate planning platform for financial advisors, announced today that Emily Tran has joined the company as Vice President of Marketing. Tran will lead all facets of Vanilla’s marketing strategy, with a focus on driving awareness, deepening advisor engagement, and accelerating adoption of the platform across the wealth management industry.

Vanilla, the most trusted platform in modern estate planning, today announced significant enhancements to its AI suite, delivering a new level of intelligence and scale to the estate planning workflow. Designed to go far beyond basic summarization, the updated toolkit empowers advisors to analyze estate documents as a cohesive whole, uncover planning opportunities, and deliver personalized guidance with greater speed and accuracy.

Vanilla, the leading platform in modern estate planning, announced a partnership with Mariner, a national financial services firm, to deliver estate planning and advisory capabilities to the more than 700 advisors managing $560B in assets at the firm. Since the partnership began, Mariner has seen a 200% increase in revenue growth rates among the advisors who have adopted Vanilla for holistic planning.

Vanilla, the leading platform in modern estate planning, today announced the appointment of Joe Abbott as Chief Marketing Officer and Hanna Grokenberger Byers as Chief of Staff and Vice President of Operations. This comes just weeks after the company ended its fiscal year with 293% year-over-year platform growth and the release of V/AI Copilot, the first AI agent for estate advisory.

Vanilla, the leader in estate planning software, today announced the launch of V/AI Copilot, an AI-driven assistant that transforms how financial advisors approach estate planning. V/AI Copilot is designed to simplify complex tasks, streamline workflows, and help advisors build stronger client relationships.

Vanilla, the award-winning estate planning software company, today announced the release of its second annual State of Estate Planning report, which surveyed 1,000 U.S. consumers on their estate planning priorities, challenges, and expectations.

Vanilla, the award-winning estate planning software company, today announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor, Edward Jones Ventures*, and new investor Alumni Ventures. In addition to supporting its rapid growth and customer adoption, the company will use the funding to expand its platform, including its first-of-its-kind embedded AI technology, to revolutionize how financial advisors and estate planners help households of all wealth levels build their legacy.

Vanilla, a leading provider of innovative estate planning software, today announced the launch of Vanilla for Attorneys. This newly tailored offering redefines estate planning, allowing attorneys to shift from transactional meetings to fostering ongoing, modern client relationships.

Vanilla, a leading provider of innovative estate planning software, today announced an expanded set of features for Vanilla Document BuilderTM, the modern document creation engine within the Vanilla Estate Advisory Platform. Financial advisors using Vanilla can now offer a compelling modern estate planning experience for clients across the wealth spectrum. New features include the ability to connect directly with legal experts, to get powers of attorney for adult children, and to tap into advanced tax planning options. These enhancements were unveiled at Legacy Now, Vanilla’s biannual virtual estate planning event attended by advisors, attorneys, and planners.

Vanilla, a leading provider of innovative estate planning software, today announced the availability of Vanilla Scenarios™, a powerful new tool designed to optimize clients' estate plans for the future. Vanilla Scenarios modernizes estate planning by providing advisors, wealth planners, and estate lawyers with unparalleled capabilities to model multiple planning scenarios dynamically and in real time.