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Vanilla

Founded in 2019, Vanilla’s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today’s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor’s and a client’s understanding of their estate, and to demystify the challenges of dealing with estates post-death.

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Financial Services 282 Employees Found Founded 2019 10 Similar Companies
282 Employees Found
87% Email Coverage
$10.0M Est Revenue
1 Office HQ
10 Similar Companies
Sep '26 Last Verified

Vanilla Technology Stack

Squarespace

Squarespace is an all-in-one website builder that allows users to create stylish, mobile-optimized websites and online stores with customizable templates and integrated tools, ideal for businesses, portfolios, and personal projects.

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DNSimple

Dnsimple is a user-friendly domain management platform that simplifies domain registration, DNS management, and SSL setup, enabling businesses and developers to easily manage their online presence with streamlined tools and automation.

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MailChimp SPF

Mailchimp SPF is a DNS record that authorizes Mailchimp to send emails on your behalf, helping improve email deliverability and prevent spam or spoofing by verifying your domain's legitimacy.

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Sentry

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Wistia

Wistia is a video hosting platform designed for businesses, offering customizable video players, analytics, and marketing tools to enhance viewer engagement and optimize video performance.

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Hotjar

Hotjar is an analytics and feedback tool that provides website heatmaps, visitor recordings, and surveys to help businesses understand user behavior and improve website experience.

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Frequently asked questions about Vanilla

Who is the CEO of Vanilla?

Gene Farrell is the CEO of Vanilla.

Who are the decision makers in Vanilla?

The decision makers in Vanilla are Gene Farrell, Steve Lockshin, Sam Trapkin, etc. Click to Find Vanilla decision makers emails.

Where is Vanilla headquarters located?

Vanilla headquarters is located at Salt Lake City, Utah, US.

What is Vanilla's annual revenue?

Vanilla generates an estimated $1M–$10M annually, based on industry analysis and publicly available market data.

How can I contact Vanilla?

You can contact Vanilla by calling +1-800-555-0199.

What is Vanilla Contact number?

You can contact Vanilla at +1-800-555-0199. For faster support, we recommend reaching out via email or the contact form on their website.