Vanilla Technologies
Latest round
- Series B
Last raised
- Aug 2024
Total raised
- $77M
Investors
- 7
About Vanilla Technologies
Based in California, US, and founded in 2019 by financial advisor and wealth management entrepreneur Steve Lockshin, OpenAdvisor Technologies, Inc. trading under the name Vanilla, is a digital estate planning platform designed to generate estate planning documents and manage estate planning. Addepar, a wealth management platform specializing in data aggregation, analytics, and reporting for the modern advisor, and Orion Advisor Solutions, a provider of the tech-enabled fiduciary process, partnered with Vanilla to integrate and provide the Vanilla suite of solutions to users of their software. They are joined by partners including Mariner Wealth Advisors, Carson Group, and AdvicePeriod as well as 435 other RIAs, each of which has deployed Vanilla across their organizations. In August 2024, Vanilla Technologies Inc. In August 2024, Vanilla Technologies Inc. Vanilla's platform provides easy-to-understand visualizations of complex estates, systematic document preparation, detailed diagrams of assets transfer to future generations, and ongoing estate administration and monitoring. It integrates the financial and legal sides of estate planning and automates complex estate planning logic creating a new revenue stream for advisors.
Who invested in Vanilla Technologies
7 investors across 3 rounds
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Questions about Vanilla Technologies
Who invested in Vanilla Technologies?
Vanilla Technologies has 7 investors on record across 3 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Vanilla Technologies raised?
Vanilla Technologies has raised 3 venture rounds. Sign up free to see how much each round raised and the total.
When did Vanilla Technologies last raise money?
Vanilla Technologies's most recent round on record is a Series B, in Aug 2024.
What does Vanilla Technologies do?
Based in California, US, and founded in 2019 by financial advisor and wealth management entrepreneur Steve Lockshin, OpenAdvisor Technologies, Inc.
Where is Vanilla Technologies headquartered?
Vanilla Technologies is headquartered in Salt Lake City, US.
Which VCs invest in companies like Vanilla Technologies?
Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at Vanilla Technologies's stage. Their profiles are linked below.
VCs backing financial services startups at Series B
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