Company
Vanilla
The Leading Estate Planning Software for Wealth Management
Also known as Vanilla Technologies Inc
- Business model
- B2B
- Legal name
- Vanilla Technologies Inc
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Record updated 29 September 2026
About
Modern estate planning software for advisors and RIAs. Scale estate planning with doc creation, estate summaries, scenario modeling and more — all powered by AI.
Funding snapshot
- Total raised
- $49.3MSEC form D sum, as of 2026-09-29Source (opens in a new tab)
- Latest round
- Round, $30.1M2022-03-31
Funding rounds
- Round, 2022
- $30.1M2022-03-31, SEC form D sold, 23 investors
- Round, 2021
- $14.3M2021-08-27, SEC form D sold, 20 investors
- Round, 2019
- $4.8M2019-06-14, SEC form D sold, 11 investors
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