Tech Company Financing Transactions
Vanilla Funding Round
Insight Venture Partners, Alumni Ventures and Vanguard Ventures joined a capital raise for Vanilla. The round closed on 8/15/2024.
Transaction Overview
Company Name
Announced On
8/15/2024
Transaction Type
Venture Equity
Amount
Unknown
Round
Undisclosed
Investors
Proceeds Purpose
The company will use the funding to expand its platform, including its embedded AI technology, and enhance customer adoption.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
2121 Ave. of the Stars 2400
Los Angeles, CA 90067
USA
Los Angeles, CA 90067
USA
Phone
Website
Email Address
Overview
Vanilla is a comprehensive estate planning platform that leverages decades of industry-leading expertise to address the need in financial advisory for a modernized estate planning experience. While there are clear category leaders in almost every tier of advisor technology, estate planning has long been neglected.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Founder
Steve Lockshin
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