Fundraising Fox

Vanilla Technologies Inc.

Salt Lake City, US · Founded 2019 · Delaware corporation · 1 known investors

justvanilla.com

Vanilla offers an AI-powered estate planning platform for financial advisors, letting them analyze existing plans, visualize complex structures, and model strategies, backed by an in-house team of former attorneys and an attorney network. Its customers include RIAs, banks, wirehouses, broker-dealers, and other financial institutions.

AI & Machine LearningFintechSaaS

Founders & leadership

NB
Nick BeimDirector
AH
Amjad HussainExecutive Officer
JR
Jonathan RosenbaumDirector
FW
F. William McNabb IIIDirector
RT
Robert ThorntonDirector
SL
Steven LockshinExecutive Officer, Director
EF
Eugene FarrellExecutive Officer, Director
KN
Karen NachbarExecutive Officer

Investors · 1

Competitors · 10

by search overlap
principal-agent problems3404 shared keywords
SmartAsset2944 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Trust & Will2553 shared keywordsTrust & Will is an online estate planning platform that guides customers through creating legally customized wills, trusts, and related documents. The service targets individuals and families seeking an affordable, accessible alternative to traditional legal services for estate planning.
Cornell1992 shared keywordsCornell University is a university in New York conducting research and education across fields including health, climate, agriculture, and technology.
FreeWill1715 shared keywordsFreeWill provides a free online platform for creating legally valid estate plans and charitable giving tools. The service enables users to document their wishes and commit gifts to nonprofit organizations.
LegalZoom.com, Inc.1703 shared keywords
Policy Genius1349 shared keywordsPolicygenius is an online platform for comparing and buying insurance policies from top insurers, offering life, homeowners, car, and other insurance products. It serves individual consumers across all 50 U.S. states.
Interactive Strength Acquires Ergatta1281 shared keywords
Avvo1201 shared keywords
Continue to Schwab1113 shared keywords

Companies competing with Vanilla Technologies Inc. for the same Google search keywords, organic and paid, via search-intersection analysis.

Reported raises · per SEC filings

Form D private placements
$14.3MraisedFeb 2023 · 20 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Nick BeimDirector
  • Amjad HussainExecutive Officer
  • Jonathan RosenbaumDirector
  • F. William McNabb IIIDirector
  • Robert ThorntonDirector
  • Steven LockshinExecutive Officer, Director
  • Eugene FarrellExecutive Officer, Director
  • Karen NachbarExecutive Officer
Offering amount
$14.3M
Amount sold
$14.3M
First sale
Aug 2021
Incorporated
Corporation, Delaware, 2019
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$4.8MraisedFeb 2023 · 11 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • F. William McNabb IIIDirector
  • Karen NachbarExecutive Officer
  • Steven LockshinExecutive Officer, Director
  • Amjad HussainExecutive Officer
  • Eugene FarrellExecutive Officer, Director
  • Robert ThorntonDirector
  • Jonathan RosenbaumDirector
  • Nick BeimDirector
Offering amount
$4.8M
Amount sold
$4.8M
First sale
Jun 2019
Incorporated
Corporation, Delaware, 2019
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$30.1MraisedFeb 2023 · 23 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Karen NachbarExecutive Officer
  • Robert ThorntonDirector
  • F. William McNabb IIIDirector
  • Jonathan RosenbaumDirector
  • Steven LockshinExecutive Officer, Director
  • Nick BeimDirector
  • Amjad HussainExecutive Officer
  • Eugene FarrellExecutive Officer, Director
Offering amount
$30.1M
Amount sold
$30.1M
First sale
Mar 2022
Incorporated
Corporation, Delaware, 2019
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.