Vanilla

Mar 31, 2026

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Vanilla Named a Finalist in the Thirteenth Annual Family Wealth Report Awards 2026

Bellevue, WA – March 31, 2026 – Vanilla, the leading platform in modern estate planning, has been selected as a finalist for the Thirteenth Annual Family Wealth Report Awards 2026 in the following categories:

• Technology Start-Up
• Innovative Use of AI

The Family Wealth Report Awards recognize the firms and individuals driving meaningful change across the family office, family wealth, and trusted advisor communities in North America 2014 selected through an independent judging process that evaluates real impact, not just ambition.

“Being recognized in both the Technology Start-Up and Innovative Use of AI categories reflects what we’ve been building toward since day one—estate planning technology that is powerful, intelligent, and built for the advisor,” said Gene Farrell, President and CEO of Vanilla. “AI isn’t a feature we bolted on. It’s woven into every part of the Vanilla platform, from document creation to proactive client guidance. This recognition is a testament to our team’s commitment to reimagining what estate planning can be.”

Estate planning is now the fastest-growing category in financial advisor technology, with 259% growth over the last two years. Vanilla provides advisors with a complete AI-powered platform that enables them to expand their offerings, serve more clients, and grow their firms—without adding headcount or complexity.

Being selected as a Family Wealth Report Awards finalist reflects Vanilla’s ongoing commitment to making estate planning scalable, intelligent, and essential to comprehensive wealth management.

This recognition comes on the heels of a transformative 2025 for Vanilla. The company launched its V/AI Suite — including Copilot in January and V/AI Estate Summaries in May — bringing AI-powered document review and proactive guidance to advisors at scale. In July, Vanilla was granted a U.S. patent for its event-based resource allocation system, making it the only patented estate planning platform in the industry. In August, Vanilla released Scenarios™ Advanced Planning, enabling advisors to model complex estate strategies in minutes instead of hours.

Winners of the Family Wealth Report Awards will be announced on April 30, 2026, at the gala dinner at the Mandarin Oriental Hotel in Manhattan, New York.

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 ClearView Financial Media Ltd (“ClearView”)

ClearView Financial Media was founded in 2004 by Chief Executive Stephen Harris, with a mission to deliver high-quality, ‘need-to-know’ intelligence for the global private wealth community. Headquartered in London with a truly international reach, ClearView is the publisher of the WealthBriefing group of newswires, complemented by in-depth research reports, newsletters, and a global program of thought-leadership events and prestigious awards.

Media Contact:

Ross Stevens
Caliber Corporate Advisers for Vanilla
vanilla@calibercorporate.com