LOS ANGELES, CA, Vanilla, an estate and wealth management platform, has raised $30 million in a Series B funding round led by Insight Partners.
Vanilla, an estate and wealth management platform, has raised $30 million in a Series B funding round led by New York-based global private equity and venture capital firm Insight Partners.
In addition to Insight Partners, the firm's Series B funding includes participation from Vanguard, one of the world's leading investment management firms. Major investors, including Venrock, Michael Jordan, Bill McNabb, and others, added to their existing investments in this new financing round.
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.
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