Vanilla

Jun 03, 2026

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Vanilla Named a Finalist in Two Categories at the 2026 Wealth Management Industry Awards

BELLEVUE, WA — June 3, 2026 — Vanilla, the modern estate planning platform built for financial advisors, today announced it has been named a Finalist in two categories at the 2026 Wealth Management Industry Awards (the “Wealthies”).

Vanilla was recognized as a Finalist in the following categories:

• Technology Providers — Thought Leadership: Estate Planning and Women research report
• Estate Planning — Technology

The Thought Leadership recognition reflects Vanilla’s research into how women approach estate planning, a study that surfaced where advisors can build deeper relationships with an underserved and fast-growing segment of wealth holders. The Estate Planning — Technology recognition reflects how Vanilla helps advisors serve clients better, turning complex legacy and wealth transfer planning into clear, personal conversations that strengthen every client relationship.

“We are proud to once again be recognized by the Wealth Management Industry Awards,” said Gene Farrell, CEO of Vanilla. “Being named a finalist for both our technology and our thought leadership reflects our commitment to advisor success. We’re leading that innovation and making holistic planning a reality for advisors across the country.”

The recognition continues Vanilla’s track record at the Wealthies, where the company was a two-time winner in 2025. It also follows Vanilla’s recent win for Best Technology Start-Up at the Thirteenth Family Wealth Report Awards 2026.

Now in its 12th year, the Wealth Management Industry Awards program celebrates the companies, individuals, and organizations that demonstrate outstanding achievement in supporting financial advisors and the broader wealth management industry.

A panel of judges made up of top names in the industry, led by Wealth Management director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners will be announced at a gala and awards ceremony in New York City on September 10th.

About Vanilla

Vanilla is the modern estate planning platform built for financial advisors. By transforming complex legal documents into clear, interactive visuals, Vanilla enables advisors to deliver more personal, impactful conversations around legacy, wealth transfer, and generational planning. With deep integrations, intuitive workflows, and expert support, Vanilla helps advisors bring estate planning into the heart of holistic financial advice. Learn more at www.justvanilla.com.

About the Wealth Management Industry Awards

The Wealth Management Industry Awards recognize outstanding organizations and individuals supporting financial advisor success through innovation, leadership and service. Produced by the Wealth Management Group at Informa, the program honors achievement across technology, asset management, practice management, client service, marketing, leadership and advisor support.

About Wealth Management

Wealth Management, an Informa business, provides financial professionals with trusted news, research, events, and insights to help them build stronger relationships, improve their practices, and grow their businesses. Through digital media, live events, and industry research, Wealth Management connects the wealth ecosystem at every level.

Media Contact:

Rocco Aloe Gregory for Vanilla
vanilla@gregoryagency.com