Vanilla

Aug 22, 2025

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Vanilla Shortlisted for “Disruptor of the Year” in 2025 US FinTech Awards

Bellevue, WA, August 22, 2025 – Vanilla, the most trusted estate planning platform for financial advisors, today announced it has been shortlisted for Disruptor of the Year in the 2025 US FinTech Awards. This recognition highlights Vanilla’s leading role in redefining how estate planning is integrated into wealth management and delivered at scale.

Estate planning has long been disconnected from everyday financial advice, making it feel inaccessible to many advisors and clients. Vanilla’s patented technology is changing that. By transforming dense, complex legal documents into instantly digestible, interactive visuals, Vanilla empowers advisors to have deeper, values-based conversations with clients about legacy, wealth transfer, and multi-generational goals.

Today, hundreds of advisory firms across the country—ranging from boutique RIAs like Dogwood Wealth Management to household names like Vanguard—are using Vanilla to deliver holistic financial advice. Collectively, firms have modeled more than 20,000 estates and abstracted over 45,000 legal documents with Vanilla.

“We’re honored to be recognized as a finalist for industry disruption,” said Gene Farrell, CEO of Vanilla. “Our mission has always been to simplify estate planning and make it more accessible, actionable, and human. This recognition reinforces why so many leading firms put their trust in our technology and expertise. We’re not just building tools, we’re reinventing the future of holistic financial planning.”

Key innovations from the past year that contributed to this recognition include:

• V/AI Estate Summaries – Automatically parses entire sets of estate documents into structured, editable insights.
• Estate Health Check – A simple, branded questionnaire to quickly gauge a client’s estate planning status.
• V/AI Copilot – Enables advisors to ask sophisticated questions of uploaded documents and receive instant, accurate answers.
• Attorney Network – Access to estate attorneys and legal professionals in all 50 states for Vanilla customers.
• Vanilla Academy – On-demand educational courses from Vanilla’s in-house experts, ranging from estate planning fundamentals to advanced strategies.

Backed by over 180 years of combined experience in estate law and financial advisory, Vanilla was designed by practitioners who deeply understand the real-world challenges advisors face. With its rapid pace of innovation and commitment to advisor success, Vanilla is defining the future of estate planning technology.

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.

Media contact: vanilla@calibercorporate.com