companies / justvanilla-com
Generated UTC · publication cutoff 2026-11-09
Insufficient cited evidence for a two-sentence summary.
verified=2026-05-16 json
| total_raised | 35,000,00035.0M | ○ |
|---|---|---|
| founded | 2019 | |
| hq | Salt Lake City | |
| industry | unknown | |
| stage | series-b+ |
Vanilla is an AI-powered estate planning platform letting advisors assess needs, review documents, model strategies, and generate estate plans in one system. It serves financial advisors, RIAs, and wealth firms like Vanguard and Mariner. An in-house team of former estate attorneys reviews client documents into actionable insights.
No cited completed company acquisition recorded.
Dated disclosures. Customer relationships and classifications are historical; ARR is separate from revenue.
No cited disclosure recorded: named customer, disclosed revenue, ARR, count, B2B / B2C, sector, go-to-market.
No cited valuation with an explicit basis is recorded.
Historical post-money / actual annual or stated TTM revenue. Same currency; economic valuation date within 90 days of revenue period end, inclusive. No FX, ARR, annualized revenue, estimates or projections. Conflicts and ambiguous ties are withheld.
No qualifying pair recorded.
| date | type | amount | lead | src |
|---|---|---|---|---|
| 2024-01-01 | series-b | 35,000,00035.0M | null | ○ |
| investor | src |
|---|---|
| Insight Partners | ○ |
Cloudflare, WordPress, LottieFiles 5.12.2, Yoast SEO 27.6, Yoast SEO Premium 24.2, Google Analytics, Google Tag Manager, Qualified, HubSpot, Cloudflare Bot Management, Wistia, WP Engine
| fact | status | src |
|---|---|---|
| Series B, $35.0M | attributed | ○ |
| existence | self-reported | WEB |
| description | self-reported | WEB |
| date | fact | change | src |
|---|---|---|---|
| 2026-09-27latest_round: series-b, $35.0M, 2024-01-01, lead: insight-partners → series-b, $35.0M, 2024-01-01, lead: null, ○ 2026-05-16 | latest_round | series-b, $35.0M, 2024-01-01, lead: insight-partners → series-b, $35.0M, 2024-01-01, lead: null | ○ 2026-05-16 |
Records begin 2026-09-24. all_changes