Vanilla Technologies Inc.
Salt Lake City, US · Founded 2019 · Delaware corporation · 1 known investors
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
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Reported raises · per SEC filings
Form D private placements▶$14.3MraisedFeb 2023 · 20 investors · Other TechnologyRule 506(b)
▶$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
▶$4.8MraisedFeb 2023 · 11 investors · Other TechnologyRule 506(b)
▶$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
▶$30.1MraisedFeb 2023 · 23 investors · Other TechnologyRule 506(b)
▶$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
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.