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Vanilla Technologies Inc.
Salt Lake City, US · Founded 2019 · Delaware corporation · 216 employees on LinkedIn · 5 known investors
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Vanilla provides software that automates and simplifies estate planning, letting financial advisors, planners, and attorneys deliver estate strategies to clients at scale. It serves the wealth management industry as a fintech platform.
Founders & leadership
Vanilla Technologies Inc. was founded in 2019 by Steve Lockshin.
SL
Steve LockshinFounderSteve Lockshin built and sold registered investment advisories and TAMPs (Technology and Asset Management Platforms) in the wealth management sector before founding Vanilla Technologies. He has expertise in investment planning, estate planning, and asset allocation.
EF
Eugene FarrellExecutive
AH
Amjad HussainNamed on SEC filing
RT
Robert ThorntonNamed on SEC filing
Board
NB
Nick BeimBoard director
JR
FW
F. William McNabb IIIBoard director
Investors · 5
Insight Partners✓ confirmed by Vanilla Technologies Inc.New York · $120M – $350M
How we know: the company's own site · open dataset · 5k.vc investor directory · Not right? Tell us
Venrock✓ confirmed by Vanilla Technologies Inc.Palo Alto · $500K – $10M
How we know: the company's own site · board seat on SEC Form D · open dataset · 5k.vc investor directory · Not right? Tell us
Alumni Ventureslisted by Alumni VenturesManchester · $100K – $10M
How we know: av.vc · Not right? Tell us
Reported raises · per SEC filings
Form D private placements$49.3M disclosed across 3 rounds · 2019–2022
▶$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.
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Frequently asked questions
- What does Vanilla Technologies Inc. do?
- Vanilla provides software that automates and simplifies estate planning, letting financial advisors, planners, and attorneys deliver estate strategies to clients at scale. It serves the wealth management industry as a fintech platform.
- Who founded Vanilla Technologies Inc.?
- Vanilla Technologies Inc. was founded by Steve Lockshin in 2019.
- Who are Vanilla Technologies Inc.'s investors?
- Vanilla Technologies Inc.'s investors include Insight Partners, Venrock, Alumni Ventures, Allianz Life Ventures, Venrock Associates.
- How much funding has Vanilla Technologies Inc. raised?
- Vanilla Technologies Inc. has disclosed $49.3M raised across 3 rounds.
- Where is Vanilla Technologies Inc. headquartered?
- Vanilla Technologies Inc. is headquartered in Salt Lake City, US.