Founded in 2019, 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 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.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 08/31/21 | $11,600,000 | Series A |
Curtis Polk F. William McNabb III Jason Wenk Michael Jordan Venrock  | undisclosed |
| 04/29/22 | $30,000,000 | Series B |
F. William McNabb III Insight Partners Michael Jordan Vanguard Venrock | undisclosed |
| 08/15/24 | undisclosed | Strategic |
Alumni Ventures Group Edward Jones Ventures Insight Partners Vanguard Venrock | undisclosed |
