COMPANY PROFILE · UPDATED 01 AUG 2026
Vanilla
Vanilla’s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the…

Los Angeles, CA
FintechInvesting & WealthSoftware CompaniesFinancial Technology CompaniesFinancial Services CompaniesSeries B
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- 2019
- Headcount
- 58
- Open roles
- 4
- Last raised
- Series B
LOCATIONS
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