Category: Vanilla Updates

Jim Sinai

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Sep 15, 2023

Introducing Vanilla’s first-ever State of Estate Planning report Advisors are at a crossroads. Technology is shaking things up, economic policies are evolving, and new generations of clients are knocking on the door. Finding ways to future-proof your business in the face of change and uncertainty can be daunting, so we decided to shine a light on clients' ever-changing needs and help advisors anticipate where the industry might be headed. This summer, we surveyed more than 1,000 Americans to capture the pulse of public opinion on a wide spectrum of estate planning issues.  Today, we are thrilled to share the result...

Gene Farrell

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May 17, 2023

  [Watch Legacy Now on demand, to learn more about Vanilla’s vision for estate advisory.] I believe that technology – when used thoughtfully – can be truly transformative. And this week at our Legacy Now event, with the help of Vanilla co-founder Steve Lockshin, I had the opportunity to share how Vanilla plans to transform not just estate planning, but financial advising as a whole, with the new Vanilla Estate Advisory Software.  The technology itself is only a part of the picture. It’s a tool. It’s the enabler that, when paired with exceptional advisors, will allow for a new kind...

Daniel Brockley

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Apr 19, 2023

In a recent report by Spectrem Group, a full 93% of respondents said they want estate planning advice from their advisors, but only 22% of clients are actually receiving that advice. Vanilla aims to change that. Clients crave help from their advisors on estate planning because they recognize that their advisors are in the perfect place to provide real insights. Although clients need attorneys to draft legal documents, those attorneys don’t have the same holistic view of clients’ financial pictures–their assets, their hopes, their dreams–or their family feuds–as their financial advisors have. Not only do financial advisors have more perspective...

Vanilla

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Apr 18, 2023

  SALT LAKE CITY, UT - APRIL 18, 2023  Vanilla, a leading provider of estate planning solutions, today announced the launch of its new Estate Advisory Platform, the first fully integrated model of an estate, bringing together family, financial, and estate planning data into one place.  The Vanilla Estate Advisory Platform The Vanilla Estate Advisory Platform offers dynamic visualizations of the estate, beneficiary summary and projections, estate tax projections, a dynamic balance sheet integrated with the leading personal finance management tools, and an on-demand report builder. With these features, financial advisors can deliver differentiated advice, expand client relationships, win new...

Vanilla

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Feb 23, 2023

SALT LAKE CITY, UTAH, UNITED STATES, February 23, 2023 /EINPresswire.com/ -- Vanilla, a leading estate advisory platform, has been named the winner of the 'Best Newcomer/Startup' category at the Second Annual WealthTech Americas Awards 2023. This prestigious award recognizes Vanilla's dedication to transforming how wealth advisors help their clients with estate planning. Estate planning has emerged as the next frontier of wealth advisory. Consistent and ongoing estate planning helps clients build their legacy, reduce family conflict at death, and minimize estate taxes. Vanilla gives advisors and clients an interactive, visual platform of the complete estate plan so clients can make...

Vanilla

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Aug 04, 2022

Los Angeles, CA, August 4, 2022 - Vanilla, the award-winning Estate Advisory Platform, designed to transform how wealth advisors help their clients manage their estate and build their legacy, announces the addition of Jim Sinai as Chief Marketing Officer and Karen Nachbar as General Counsel. Jim and Karen join following a $30m Series B investment led by Insight Partners to round out a leadership team announced earlier this year and accelerate Vanilla’s growth. As CMO, Sinai will lead the marketing function reporting to Gene Farrell, CEO. Jim brings his extensive background in introducing new software products, launching brands, building demand,...

Vanilla

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Apr 28, 2022

Los Angeles, CA, April 28, 2022 - Vanilla, the award-winning estate and wealth management platform, today announced that it raised $30 million in a Series B funding round led by New York-based global private equity and venture capital firm Insight Partners. Vanilla will use the funding to accelerate product development and support rapid customer adoption as it works to revolutionize how financial advisors and households of all wealth levels build their legacy. Vanilla is seeking to reshape the $180 Billion estate planning industry by offering the first comprehensive, fully digital estate planning platform designed to support the legacy building process...

Vanilla

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Jan 04, 2022

Los Angeles, CA, January 4, 2022 - Vanilla, the award-winning estate and wealth management platform designed to improve how advisors interact with their clients and prospects announces the addition of three key leaders to drive the next phase of rapid growth. These additions come on the heels of Vanilla’s $14.3 Million Series A closing, led by blue-chip investor Venrock. Gene Farrell has joined as CEO, Amjad Hussain as CTO, and Robin Melnick as SVP of Revenue. All three of these leaders bring extensive experience in building and leading enterprise software companies and will help accelerate the development of the Vanilla...

Vanilla

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Aug 30, 2021

Disruptive Estate Planning Startup Founded by Steve Lockshin Secures Funding Through Legendary Venture Capital Firm, Launches Partnerships with Orion and Addepar, and Welcomes F. William McNabb III, Former CEO and Chairman of Vanguard Group, as a Director. Los Angeles, CA, August 30, 2021 - Vanilla has raised $11.6 million in a Series A funding round led by renowned venture capital firm Venrock as it helps to revolutionize estate planning for households of all wealth levels and their financial advisors. Vanilla, founded by high-profile financial advisor and wealth management entrepreneur Steve Lockshin, is the first comprehensive, fully digital estate planning solution...