Vanilla
fund manager
sector
B2B Services
geography
North America
Vintages
status
Portfolio
category
#Innovative

Vanilla

Co-invested company
Vanilla is a technology platform that enables advisors and companies to simplify the administrative management of estates. Vanilla was created in 2019 with the goal of simplifying the management of estate-related administrative documents and improving the understanding of the estate processes that are put in place after death.
Steve Lockshin, co-founder of Vanilla, from the Private Equity manager's portfolio Insight Partners

Key figures for Vanilla

+ 130
employees
2019
year established
30 M$
raised in 2022
Data at
4/10/24
*Source: Public data from company websites and social networks. For the most up-to-date information, we invite our investors to consult the reports available in their own space.

About Vanilla

Vanilla is a leading provider of estate planning solutions. The company transforms traditional estate planning into a modern, user-friendly experience, turning complex documents into an ongoing conversation.

With a complete view of their customer's estate and a deep understanding of their ultimate goals, advisors can provide differentiated advice, broaden their customer relationships, win new business and increase their ongoing value.

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