Vanilla Technologies
Series B · Seattle
Fintech · Legal tech · B2B
Estate advisory platform for wealth advisors
Vanilla is an AI-powered estate advisory platform built by advisors, planners and attorneys to change how wealth transfers between generations. It unifies scenario modelling, client visualisation and document creation into one digital experience — the visualisation piece mattering because estate structures are genuinely hard for clients to hold in their heads, which is why plans go unrevisited for years. The team combines subject matter expertise across estate planning, wealth management and scaling SaaS companies, distributed across the US in a mix of fully remote and hybrid roles.
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