Vanilla
Last verified 2026-05-16. JSON
The funding figures on this page are attributed, not sourced: a publisher is on record but no document URL is. How we mark provenance.
| Total raised | $35.0Mattributed |
|---|---|
| Latest round | series-b, $35.0M, 2024-01-01attributed |
| Founded | 2019 |
| Headquarters | Salt Lake City |
| Industry | fintech |
| Stage | series-b+ |
| Website | justvanilla.com |
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.
Funding rounds
| Date | Round | Amount | Lead |
|---|---|---|---|
| 2024-01-01 | series-b | $35.0M | insight-partners |
Detected tech stack
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
Provenance
| Fact | Status | Basis |
|---|---|---|
| Series B, $35.0M | attributed | vc-portfolio named as publisher. No document URL on file. |
| Total raised $35.0M | attributed | vc-portfolio named as publisher. No document URL on file. |
| Company existence | self-reported | justvanilla.com, read 2026-05-16 |
| Description | self-reported | justvanilla.com, read 2026-05-16 |
Nothing on this page is sourced yet. A sourced fact links to a document that states it.
Change history
No change recorded since records began on 2026-09-24.