Vanilla Technologies Inc.
Salt Lake City, US · Founded 2019 · Delaware corporation · 216 employees on LinkedIn · 3 known investors
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 LockshininFounderSteve 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
KN
Karen NachbarinChief Legal Officer
Board
NB
Nick BeimBoard director
JR
Jonathan RosenbaumBoard director
FW
F. William McNabb IIIBoard director
Investors · 3
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.
Competitors · 8
by search overlap
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.
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 keywordsThis is an educational article on the LegalZoom website explaining what a limited liability company (LLC) is, including its types, tax treatment, formation process, and legal considerations. LegalZoom provides online legal services to help small and mid-size businesses register and manage LLCs and other business structures.
Policy Genius1349 shared keywordsPolicygenius is an online insurance marketplace that provides consumers with free, tailored quotes and support from licensed agents across life, auto, home, and disability insurance. It helps individuals compare policies from multiple insurers and choose coverage that fits their needs.
Interactive Strength Acquires Ergatta1281 shared keywordsFidelity offers an online brokerage platform for retail investors to trade US stocks, ETFs, options, mutual funds, bonds, CDs, and crypto ETPs, with $0 commission on online US stock and ETF trades. It provides trading across web, desktop, and mobile alongside research tools, professional coaching, and advisory services.
Avvo1201 shared keywordsSeattle-based online legal marketplace with lawyer ratings, reviews and Q&A, acquired by Internet Brands in 2018.
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Companies competing with Vanilla Technologies Inc. for the same Google search keywords, organic and paid, via search-intersection analysis.
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, 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.