Verified fintech
Vanilla
- Headquarters
- Salt Lake City, UT
- Website
- justvanilla.com
- Category
- Wealth & investing
About
Vanilla is estate-planning software for financial advisers and wealth firms. It combines document creation, visual estate diagrams, gap analysis, tax projections and scenario modelling, with AI that summarises existing documents. Advisers use it to review clients' estate plans and identify planning opportunities; users include Vanguard and Mariner.
Verified listing — website, HQ and category checked before listing. Confirms the facts, not a rating or endorsement.