Investment News
Aug 15, 2024
Estate wealth tech platform Vanilla gets a boost from Edward Jones
Estate planning software company Vanilla has closed a new funding round to expand its platform and accelerate adoption among financial advisors.
The fintech provider’s latest funding round, which also includes Alumni Ventures and Vanguard, will support its continued growth and AI push.
[…]
Read more: Estate wealth tech platform Vanilla gets a boost from Edward Jones
[Leo Almazora, Investment News]
Published: Aug 15, 2024
Holistic wealth management starts here
Join thousands of advisors who use Vanilla to transform their service offering and accelerate revenue growth.