Vanilla
An estate planning platform that allows advisors to unlock new value for clients and prospects alike, no expertise required.
| USD | 2021 | 2022 | 2023 |
|---|---|---|---|
| Revenues | 0000 | 0000 | 0000 |
| % growth | - | 484 % | 255 % |
| EBITDA | 0000 | 0000 | 0000 |
| Profit | 0000 | 0000 | 0000 |
| EV | 0000 | 0000 | 0000 |
| EV / revenue | 00.0x | 00.0x | 00.0x |
| EV / EBITDA | 00.0x | 00.0x | 00.0x |
| R&D budget | 0000 | 0000 | 0000 |
Source: Dealroom estimates
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JustVanilla.com is a startup that offers a comprehensive estate planning solution. The company operates in the wealth management and estate planning market, serving professionals such as advisors, planners, and attorneys. The platform simplifies the complex process of estate planning by providing tools to visualize, model, and create new plans. This not only enhances the client experience but also helps professionals identify planning gaps and deliver holistic, differentiated advice.
JustVanilla.com's business model is based on providing a software platform that transforms estate planning into a repeatable offering. This allows professionals to retain assets across generations and win new clients, thereby growing their business. The platform is more than just a tool for creating trusts, wills, and estate planning documents. It is designed to empower professionals to provide their clients with the most important advice on crafting and managing their legacy.
The company has been recognized as a leading wealth management and estate planning software platform, winning the 2023 Family Wealth Report Product Innovation award and being a finalist in the Specialized Planning category at the 2023 LUMINARIES Awards. The platform integrates with other wealth management tools and ensures enterprise-grade security for every customer and client.
Keywords: Estate Planning, Wealth Management, Software Platform, Advisors, Planners, Attorneys, Visualize, Model, Create, Legacy.