Vanilla
Financial ServicesView the employees at
Vanilla-
Sami Sherrell Strategic Customer Success Manager
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United States
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Rising Star
Susan Stevens Estate Reporting Specialist at Vanilla-
Rising Star
Jennifer Raess, JD, CFP®, CLU® Product Counsel at Vanilla-
Pewaukee
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Rising Star
Leah Hodgson Customer Support Analyst-
Salt Lake City
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Rising Star
Kathryn Remivasan Staff Software Engineer | Tech Lead-
Chicago, Illinois, United States
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Top 10%
Overview
Founded in 2019, Vanilla’s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today’s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor’s and a client’s understanding of their estate, and to demystify the challenges of dealing with estates post-death.
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