Vanilla

Jun 02, 2025

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Vanilla Named a Finalist in Four Categories in the 2025 “Wealthies”

June 2, 2025 — Vanilla, the most trusted estate planning platform for advisors, was named a finalist in four categories at the 2025 WealthManagement.com Industry Awards, recognizing our continued innovation and impact in estate planning software.

Now in its 11th year, the “Wealthies” honor outstanding organizations and individuals that support financial advisor success. Vanilla has been recognized in estate planning across the following categories:

• Advisor Service and Support: Document Abstraction Services
• Implementation: Vanilla Academy
• Technology: V/AI Copilot
• Thought Leadership: The State of Estate Planning Report 2025

“These recognitions affirm what we’ve known from the start—that modern estate planning requires tools designed for today’s advisor,” said Gene Farrell, CEO of Vanilla. “Being named a finalist across multiple categories reinforces our mission to set the standard in estate planning technology and confirms that our solutions are truly resonating with the industry.”

This marks the fifth consecutive year Vanilla has been named as a finalist in the WealthManagement.com Industry Awards. This continued recognition underscores our commitment to empowering advisors through best-in-class software, education, and insights—helping them build deeper client relationships and deliver long-term value.

Winners will be announced at the WealthManagement.com Industry Awards ceremony on September 5, 2025, in New York City. You can learn more about the awards here.