Vanilla
PrivateLast Round
Early Funding
Oct 16, 2024
Total Funding Raised
$116.4M
Momentum Score
50 /100
Company Overview
Vanilla is a financial technology company that offers estate planning software to enhance client-advisor relationships by streamlining document preparation and improving understanding of estate management.
Sector
FinTech
Verticals
Wealth Management, Legal Tech, Vertical SaaS, Data Visualization, Document Management
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Vanilla Comps
Public and private peers based on sector, stage, and business model.
Vanilla Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Early Funding | Oct 16, 2024 | ||||
| Series C | Aug 15, 2024 | ||||
| Series B | Apr 28, 2022 | ||||
| Series A | Aug 30, 2021 | ||||
| Seed | Jun 14, 2019 |
Key People
Founding team and executive leadership
Vanilla Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| The Vanguard Group | Early Funding |
| HCVT | Seed |
| Allianz | Early Funding |
| Edward Jones Ventures | Series C, Early Funding |
| Nationwide Ventures | Early Funding |
| Venrock | Series C, Early Funding, Series B, Series A |
| Allianz | Series C |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 18, 2026
Monthly visitors increased 60% MoM.
- May 9, 2025
Upgraded V/AI platform accelerates estate planning analysis for advisors.
Vanilla Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
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Frequently Asked Questions
Common questions about Vanilla's valuation, stock price, and market status.
