Vanilla, a Salt Lake Metropolis, UT-based property planning software program firm, raised a funding spherical of undisclosed quantity.
The spherical was led by returning investor Perception Companions, along with contributions from Venrock, Vanguard, Edward Jones Ventures, and new investor Alumni Ventures.
The corporate will use the funding to develop its platform, together with its embedded AI know-how, and improve buyer adoption.
Led by Gene Farrell, CEO, Vanilla offers an Property Advisory Platform to assist wealth administration corporations ship a holistic, fashionable property planning expertise to their purchasers. With Vanilla, advisors, planners, and property attorneys can ship recommendation, develop their consumer relationships, win new enterprise, and improve their ongoing worth by providing scalable property evaluation to each consumer.
Based in 2019 by wealth administration knowledgeable and entrepreneur Steve Lockshin, the corporate has served a variety of purchasers, from small RIAs to main corporations corresponding to Vanguard, Mariner Wealth Advisors, Balentine, and Avantax, and raised greater than $66m up to now from notable buyers, together with Perception Companions, Venrock, and people corresponding to NBA legend Michael Jordan and F. William McNabb III (former CEO of Vanguard Group).
FinSMEs
15/08/2024
