Wealth Management
Jan 05, 2022
Steve Lockshin’s Vanilla Adds CEO, CTO
Digital estate planning software developer Vanilla has added three new executives to its team as it seeks to grow its user base of advisors, according to an announcement. Former Smartsheet strategy and product executive Gene Farrell is joining Vanilla as chief executive officer, where he will be work alongside ex-Amazon Web Services (AWS) executive Amjad Hussain, who joins Vanilla as chief technology officer, and ex-Addepar executive Robin Melnick, Vanilla’s new senior vice president of revenue.
The C-suite hires signal a new chapter for the firm, founded by Steve Lockshin in 2019. Farrell will formally lead the firm, reporting to the Board of Directors, which includes Lockshin, Bill McNabb, the former chief executive at Vanguard, and Nick Beim, a partner at Venrock. Last year Vanilla secured $14.3 million in a Series A funding round led by Venrock, an investment also backed by NBA star Michael Jordan, who made his first direct investment in a fintech firm.
[…]
Read more: Steve Lockshin’s Vanilla Adds CEO, CTO
[Samuel Steinberger, Wealth Management]
Published: Jan 05, 2022
Ready to get started?
Deliver a whole new client conversation experience
Talk to our sales team today.