Vanilla

Vanilla is a leading provider of estate planning software designed to simplify and automate the complex process of estate planning. Their innovative platform, built for advisors, planners, and attorneys, offers powerful visuals, AI-powered summaries, scenario analysis, and on-demand document creation, allowing professionals to deliver differentiated advice, deepen client relationships, and grow their business. Vanilla's comprehensive solution includes tools for organizing existing estate plans, visualizing how they work, creating new plans, analyzing and optimizing taxes, and even generating legal documents.

Founded by Steve Lockshin, a seasoned financial advisor, Vanilla was created to address the inefficiencies and complexities of traditional estate planning methods. The company is backed by prominent investors, including Venrock, Insight Partners, Vanguard, and Michael Jordan, who recognize the significant value Vanilla brings to the wealth management industry. Vanilla's commitment to innovation and its focus on providing a user-friendly experience have positioned it as a leader in the rapidly evolving world of estate planning technology.

Vanilla is a remote-first company, allowing employees to work from anywhere. They have an office in Salt Lake City, but their model encourages working remotely or in a hybrid environment. This provides employees with the flexibility to manage their workdays, spend less time in meetings, and focus on meaningful work.

Vanilla is modeled as a remote-friendly company, allowing employees to work from anywhere, and has an office in Salt Lake City. The company values are customer obsession, trust, collaboration, drive, and pioneering. While the website does not list specific benefits, the company is focused on building a strong culture where employees thrive. They are an emerging tech company and were named to Will Reed's Top 100 Class of 2024 for their values-driven culture.

Vanilla is an estate planning software company that aims to simplify and automate the complex process of estate planning, making it more accessible and efficient for both advisors and clients. Their mission is to empower advisors to deliver differentiated advice, deepen client relationships, and grow their business by providing modern, visual estate planning tools and resources that elevate the client experience.

Vanilla promotes a collaborative, results-driven culture that prioritizes customer obsession and innovation. As a remote-friendly company, they value diverse perspectives and empower their employees to work autonomously, focusing on meaningful work rather than traditional office perks. Their dedication to building beautifully designed products that simplify complex concepts fosters a passionate and driven team environment.

Vanilla is a remote-friendly company that embraces diversity and inclusion in its team. The company actively seeks out and hires individuals from a variety of backgrounds and experiences, with a focus on creating a welcoming and inclusive workplace. This commitment to diversity is reflected in its leadership team, which represents a range of backgrounds and expertise, and its values, which emphasize trust, collaboration, drive, pioneering, and customer obsession.