ThinkAdvisor
Vanilla Estate Planning Platform Wins Backing From Edward Jones
Vanilla has gained a new strategic investor in Edward Jones Ventures, a recently launched venture capital program aimed at finding new areas of growth for the firm via partnerships.
The estate planning platform provider has also announced new fundraising led by returning investor Insight Partners, alongside contributions from Venrock, Vanguard and other previous investors. Vanilla is also working with new investor Alumni Ventures.
In addition to supporting growth goals and customer adoption, the company will use the funding to expand its platform, including its embedded artificial intelligence capabilities. Vanilla’s core goal remains modernizing how financial advisors and estate planners help households of all wealth levels build their legacy, said CEO Gene Farrell.
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Read more: Vanilla Estate Planning Platform Wins Backing From Edward Jones
[John Manganaro, ThinkAdvisor]
Published: Aug 15, 2024
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