Category: Vanilla Updates

Vanilla

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Aug 04, 2022

Los Angeles, CA, August 4, 2022 - Vanilla, the award-winning Estate Advisory Platform, designed to transform how wealth advisors help their clients manage their estate and build their legacy, announces the addition of Jim Sinai as Chief Marketing Officer and Karen Nachbar as General Counsel. Jim and Karen join following a $30m Series B investment led by Insight Partners to round out a leadership team announced earlier this year and accelerate Vanilla’s growth. As CMO, Sinai will lead the marketing function reporting to Gene Farrell, CEO. Jim brings his extensive background in introducing new software products, launching brands, building demand,...

Vanilla

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Apr 28, 2022

Los Angeles, CA, April 28, 2022 - Vanilla, the award-winning estate and wealth management platform, today announced that it raised $30 million in a Series B funding round led by New York-based global private equity and venture capital firm Insight Partners. Vanilla will use the funding to accelerate product development and support rapid customer adoption as it works to revolutionize how financial advisors and households of all wealth levels build their legacy. Vanilla is seeking to reshape the $180 Billion estate planning industry by offering the first comprehensive, fully digital estate planning platform designed to support the legacy building process...

Vanilla

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Jan 04, 2022

Los Angeles, CA, January 4, 2022 - Vanilla, the award-winning estate and wealth management platform designed to improve how advisors interact with their clients and prospects announces the addition of three key leaders to drive the next phase of rapid growth. These additions come on the heels of Vanilla’s $14.3 Million Series A closing, led by blue-chip investor Venrock. Gene Farrell has joined as CEO, Amjad Hussain as CTO, and Robin Melnick as SVP of Revenue. All three of these leaders bring extensive experience in building and leading enterprise software companies and will help accelerate the development of the Vanilla...

Vanilla

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Aug 30, 2021

Disruptive Estate Planning Startup Founded by Steve Lockshin Secures Funding Through Legendary Venture Capital Firm, Launches Partnerships with Orion and Addepar, and Welcomes F. William McNabb III, Former CEO and Chairman of Vanguard Group, as a Director. Los Angeles, CA, August 30, 2021 - Vanilla has raised $11.6 million in a Series A funding round led by renowned venture capital firm Venrock as it helps to revolutionize estate planning for households of all wealth levels and their financial advisors. Vanilla, founded by high-profile financial advisor and wealth management entrepreneur Steve Lockshin, is the first comprehensive, fully digital estate planning solution...

Vanilla

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Jun 07, 2021

June 7, 2021. New York, New York. WealthManagement.com has recognized Vanilla, an award-winning comprehensive estate planning platform, as a finalist for its 2021 Industry Awards for the second year in a row. Every year, WealthManagement.com’s Industry Awards recognizes companies that make an exceptional impact in the world of financial advisors. After reviewing hundreds of entries, the judges made up of top names in the industry carefully selected who they believe have supported the success of financial advisors to an outstanding degree. The criteria was based on quantitative measures of their initiatives—such as scope, scale, adoption and feature set—along with qualitative...

Vanilla

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Apr 14, 2021

April 14, 2021. Steve Lockshin’s Vanilla, a comprehensive estate planning platform, announces the release of “Vanilla 2.0” now available for new and existing users. Vanilla 2.0 is the latest version of Vanilla’s product offering designed to proactively manage the estate planning of an advisor’s entire client base. Vanilla is the first comprehensive estate planning solution that allows advisors to proactively monitor all of their clients, visualize existing planning, and take action through document creation. ‘Because estate planning can be so difficult to understand even with an experienced eye, Vanilla creates a way for us to bring simplicity to an experience...

Vanilla

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Feb 08, 2021

February 8, 2021. New York, New York.—InvestmentNews has recognized Vanilla as a 2021 Innovation Award finalist. Vanilla, along with twelve other firms, were chosen as finalists from several hundred nominations by a committee of InvestmentNews representatives. The judges recognized firms for their creative and novel systems that help financial advisors take care of their clients, run their businesses, and boost client outcomes. ‘Show your clients you care about more than their money.’ — VANILLA Each of the advisors, executives, and firms who made the fifth annual InvestmentNews Icons and Innovators list were chosen from a rigorous selection process designed to...

Vanilla

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Dec 21, 2020

An estate plan is the story of someone’s legacy. But for advisors and clients alike, that story is hidden under layers of arcane legal mumbo-jumbo. At Vanilla, we’re using visual design to cut through complicated legalese and illustrate the crucial details of estate plans. We call this simplified, diagrammed approach to estate management “estate reporting.” Using our design studio roots to reimagine estate planning We see many of the broken processes in estate planning as design problems. Most of our founding team have strong graphic design backgrounds, so we approach problem-solving in a more visual way. As designers, our process...

Vanilla

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Oct 28, 2020

There are no do-overs when a person needs their estate planning to go into effect. Sure, financial advisors and attorneys can help them plan ahead of time, but when they need their estate plan to kick in, there’s no opportunity for revisions and no last-minute chance for planning. Knowing the impact that a lack of planning can have on a family is why I joined the team that, in 2019, created Vanilla. Vanilla started as a client project at our design studio and has since transformed into a company that makes estate planning more efficient, easier to understand, and accessible...