Vanilla

Sep 05, 2025

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Vanilla’s Industry Leadership Recognized with Two 2025 Wealthies Awards

Bellevue, WA — September 5, 2025 — Vanilla, the most trusted estate planning platform for advisors, today announced it was a two-time winner at the 2025 Wealth Management Industry Awards (the “Wealthies”), held on September 4, 2025 in New York City.

Vanilla’s was recognized for the following categories and achievements:

• Advisor Service and Support category: Document Abstraction Services
• Thought Leadership Category: The State of Estate Planning Report 2025

These prestigious awards highlight Vanilla’s ongoing leadership in delivering innovative solutions to advisors and thought leadership to the broader wealth management community.

“We are extremely proud to once again be recognized by the Wealth Management Industry Awards,” said Gene Farrell, CEO of Vanilla. “To win in multiple categories this year—one for the technology and services we provide to advisors, and another for our thought leadership—reflects both our commitment to advisor success and our depth of industry expertise. These awards affirm the impact Vanilla is having in helping advisors better serve their clients and shaping the future of estate planning.”

Now in its 11th 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.

See the full list of winners here.

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.