Vanilla
Vanilla Named a Finalist in the Twelfth Annual Family Wealth Report Awards 2025
Vanilla Recognized in Product Innovation and Outstanding Contribution categories; Chairman Steve Lockshin a Finalist for Outstanding Individual Contribution
Salt Lake City, UT – April 7, 2025 – Vanilla, the leading platform in modern estate planning, has been selected as a finalist for the Twelfth Annual Family Wealth Report Awards 2025 program in the following categories:
- Product Innovation (B2B)
- Outstanding Contribution to Wealth Management Thought Leadership (Company)
- Outstanding Contribution to Wealth Management Thought Leadership (Individual) – Steve Lockshin
Through a rigorous and independent judging process, the annual Family Wealth Report Awards program honors the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.
“We’re thrilled to be recognized in this year’s Family Wealth Report Awards for our product innovation, and contributions to the wealth management industry,” said Gene Farrell, President and CEO of Vanilla. “Estate planning has become an essential component of comprehensive wealth management and plays a crucial role in providing protection for families, ensuring wealth transfers according to their wishes, and reducing tax burdens across generations. We’re proud to offer the innovative technology that makes this vital offering accessible and scalable.”
Historically viewed as a complexity reserved for ultra-high-net-worth clients, estate planning is now the fastest-growing category in financial advisor technology with 259% growth over the last two years. Vanilla provides advisors with a complete AI-powered platform, enabling them to expand their offerings, bring estate planning to more clients, and grow their firms. Being selected as a Family Wealth Report Awards finalist is a testament to the impact Vanilla’s transformative approach to democratizing estate planning has had on the wealth management industry.
This announcement comes on the heels of a momentous start to 2025 for Vanilla. In February, the Company announced it had closed its fiscal year with 293% year-over-year platform growth, and launched Copilot in January, an AI assistant that helps advisors navigate the estate planning process proactively with confidence.
Winners of the Family Wealth Report Awards will be announced on May 8, 2025 at the Gala Ceremony at the Mandarin Oriental Hotel in Manhattan, New York.
To learn more about Vanilla, visit https://www.justvanilla.com/.
About Vanilla
Vanilla is the leading estate advisory platform that makes it easy to deliver holistic wealth planning for every client. With Vanilla, you get powerful software for client engagement, estate planning, analysis, and document creation–all supercharged with AI and 180+ years of T&E expertise. Leading advisors from firms like Vanguard, Mariner, and Baird trust Vanilla to accelerate revenue growth and expand relationships for generations to come. Learn more about how Vanilla is leading the next frontier of holistic wealth management at justvanilla.com.
About ClearView Financial Media Ltd (“ClearView”)
ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme.
Media Contact:
Ross Stevens
Caliber Corporate Advisers for Vanilla
Published: Apr 09, 2025
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