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Vanilla - About the company

Vanilla is a series C company based in Los Angeles (United States), founded in 2019 by Steve Lockshin. It operates as a Providing solutions to investment advisors for estate planning. Vanilla has raised $84.3M in funding from investors like Insight Partners, Venrock and HCVT. The company has 17 active competitors, including 8 funded and 1 that has exited. Its top competitors include companies like Trust and Will, Wealth and Tomorrow.

Company Details

Providing solutions to investment advisors for estate planning. It leverages technology and design to simplify and streamline the estate planning process.
Social
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Email ID
*****@justvanilla.com
Registered Address
48 BLENHEIM AVENUE,STONY STRATFORD,MILTON KEYNES,ENGLAND,MK11 1EX
Key Metrics
Founded Year
2019
Location
Los Angeles, United States
Stage
Series C
Total Funding
$84.3M in 4 rounds
Latest Funding Round
Ranked
Employee Count
195 as on Feb 28, 2026
Investment & Acquisitions
Similar Companies
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Vanilla's funding and investors

Vanilla has raised a total funding of $84.3M over 4 rounds. Its first funding round was on Jun 14, 2019. Its latest funding round was a Series C round on Aug 15, 2024 for $*****. 5 investors participated in its latest round. Vanilla has 6 institutional investors and 8 angel investors.

Here is the list of recent funding rounds of Vanilla:lockFilter this list
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
Aug 15, 2024
7180717
Series C
5793131
9250320
8217767
9755987
Apr 28, 2022
9265123
Series B
5771634
9490408
4143937
Aug 30, 2021
6892410
Series A
7604290
9302797
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Vanilla's founders and board of directors

Founder? Claim Profile
The founders of Vanilla is Steve Lockshin. Gene Farrell is the CEO of Vanilla.
Here are the details of Vanilla's key team members:

Vanilla's Board of Directors

Vanilla's board has 8 active members. Robert Thornton, Nick Beim, Amjad Hussain, Jonathan Rosenbaum, F. William McNabb III, Steven Lockshin, Eugene Farrell and Karen Nachbar are independent board members.
Here is the list of Vanilla's board of directors:
Name
Type
Representing
Status
Duration
Independent board member
-
Current
3y 1m
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Independent board member
-
Current
5y 3m
bjitnwg
Independent board member
-
Current
5y 1m
culzbic
Independent board member
-
Current
7y 5m
rnfqprj
Independent board member
-
Current
3y 2m
gb{imk{
Independent board member
-
Current
8y 4m
cwgupxm
Independent board member
-
Current
8y 5m
jchblqx
Independent board member
-
Current
3y 5m

Vanilla's employee count trend

Vanilla has 195 employees as of Feb 26. Here is Vanilla's employee count trend over the years:
Employee count trend for Vanilla
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Vanilla's Competitors and alternates

Top competitors of Vanilla include Trust and Will, Wealth and Tomorrow. Here is the list of Top 10 competitors of Vanilla, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Trust and Will
Trust and Will
2017, San Diego (United States), Series C
Cloud based platform offering legal will planning solutions
$75M
69/100
2nd
Logo for Vanilla
Vanilla
2019, Los Angeles (United States), Series C
Providing solutions to investment advisors for estate planning
$84.3M
66/100
3rd
Logo for Wealth
Wealth
2021, Gilbert (United States), Series A
Online estate planning platform
$46M
64/100
4th
Logo for Tomorrow
Tomorrow
2015, Seattle (United States), Acquired
Online will planning and life insurance comparison platform
$21.6M
57/100
5th
Logo for Cake
Cake
2013, Sudbury (United States), Seed
Online platform that provides end of life planning
$5.05M
43/100
6th
Logo for Luminary
Luminary
2022, New York City (United States), Series A
Developer of AI-powered software for trust and estate planning professionals
$9.5M
37/100
7th
Logo for The Postage
The Postage
2019, Houston (United States), Funding Raised
Cloud-based enterprise legacy planning solution provider
-
36/100
8th
Logo for Memori
Memori
2018, Brunei, Seed
Cloud-based legacy planning solution provider
$115K
29/100
9th
Logo for FamilyCloud
FamilyCloud
2023, Bengaluru (India), Unfunded
Cloud-based platform for families to store access and share data
-
-
28/100
10th
Logo for Myafter Life
Myafter Life
2021, Mumbai (India), Unfunded
Provider of digital vault services for end-of-life planning and succession
-
-
27/100
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Looking for more details on Vanilla's competitors? Click here to see the top ones

Vanilla's Investments and acquisitions

Vanilla has a total of 1 investment in FA Match. Vanilla has not made any acquisitions as of now.

News related to Vanilla

lockFilter this list
Media has covered Vanilla for a total of 7 events in the last 1 year, 5 of them have been about partnerships and 2 about company updates.
Vanilla Closes on $35M in FundingWealth ManagementOct 17, 2024Vanilla, Insight Partners, Venrock, Vanguard and 4 others
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