Vanilla

Vanilla is a fintech company founded in 2019 that specializes in an AI-powered estate planning platform designed for financial advisors. The company aims to simplify the estate planning process, making it easier for individuals to create meaningful legacies. Vanilla combines industry expertise with advanced technology to provide a secure and user-friendly solution for modern estate planning needs.

The platform offers a range of features, including AI-driven automation for client onboarding and document summarization, visualizations for better understanding of estate structures, and on-demand document preparation. It also includes tools for tax analysis and optimization, along with educational resources like the "Vanilla Estate Planning Playbook." Vanilla primarily serves financial advisors, helping them enhance their service offerings and build long-term client relationships through improved estate advisory services.