Vanilla is a comprehensive estate planning platform that leverages decades of industry-leading expertise to address the need in financial advisory for a modernized estate planning experience.

Vanilla enables financial advisors to build deeper relationships with their clients and empowers clients to develop and protect their legacy. 

Vanilla was founded in 2019 by Steve Lockshin and David Hauser. The company is headquartered in Los Angeles, California.


Vanilla provides robust and easy-to-understand visualizations of complex estates, efficient document preparation, detailed diagrams of how assets transfer to future generations, and ongoing estate administration and monitoring.


Vanilla is currently partnering with a group of industry-leading investment and financial advisory firms to help refine the platform and ensure the best market fit.


Vanilla is backed by Insight Partners, Venrock, Major investors, Michael Jordan, Bill McNabb, and others. The company raised $30M in a Series B round on Apr 28, 2022. This brings Vanilla's total funding to $41.6M to date.



  • Year founded: 2019
  • Funding Info: $41.6M over 2 Rounds (Latest Funding Type: Series B)
  • Yearly Revenue: NA
  • Employee Size: 51-200
  • Business Valuation: NA
  • City/Town: Los Angeles
  • State: California
  • Country: United States
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