Vanilla

Apr 30, 2026

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Vanilla Wins Best Technology Start-up at the Thirteenth Family Wealth Report Awards 2026

Bellevue, WA – April 30, 2026

Vanilla, the modern estate planning platform built for financial advisors, has been named the winner of the Technology Start-Up category at the Thirteenth Family Wealth Report Awards 2026. Vanilla was also recognized as a finalist in the Innovative Use of AI category.

The annual Family Wealth Report Awards celebrate innovation and excellence among the firms, teams, and individuals serving North America’s family office, family wealth, and trusted advisor communities. These prestigious awards shine a spotlight on those making a real impact in the industry.

“Estate planning has never had a true technology category leader — we’re building it. This recognition from Family Wealth Report reflects what we hear from advisors every day: that bringing estate planning into a modern, accessible platform changes everything about how they serve clients,” said Gene Farrell, CEO of Vanilla. “When advisors can see the full picture of a client’s legacy, wealth transfer, and generational goals in one place, the conversation transforms. We’re proud to be leading that innovation and making holistic planning a reality for advisors across the country.”

Stephen Harris, CEO of Clearview Financial Media and publisher of Family Wealth Report, congratulated this year’s winners:

“Every entrant has undergone a rigorous and truly independent judging process, and each should be justly proud of their achievement. Reaching this stage is a clear testament to the quality and impact of their work within the family wealth sector.”

This year has seen unprecedented growth in both entries and enthusiasm across all global awards programs — and the Family Wealth Report Awards are no exception. The gala dinner was held on April 30, 2026, at the Mandarin Oriental Hotel in Manhattan, New York.

Contact:

Rocco Aloe
Gregory for Vanilla
vanilla@gregoryagency.com

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.

Clearview continues to serve as a trusted source of insight, recognition, and connection for leading professionals in the wealth management and family office sectors worldwide.