Vanilla
- 23/05/2022
- Series B
- $30,000,000
Founded in 2019, 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 estate tax. It quickly became clear that the application and need was much broader than originally contemplated.
Today’s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor’s and a client’s understanding of their estate, and to demystify the challenges of dealing with estates post-death.
- Industry Financial Services
- Website https://www.justvanilla.com/
- LinkedIn https://www.linkedin.com/company/justvanilla/
Related People
Gene FarrellFounder
Building a disruptive estate planning and wealth management platform to empower financial advisors to create deeper relationships with their clients and help clients protect their life's work. Learn more about how you can join us to help change the world at justvanilla.com.
With over 25 years of executive leadership experience driving transformation and growth across the consumer and technology industries, Gene is a recognized thought leader and innovator known for building disruptive new businesses for global brands. He was named a 2019 Innovator of the Year by the Puget Sound Business Journal.
Prior to Vanilla, Gene spent 4 1/2 years at Smartsheet where he helped take the company public and scale the business from $100M to over $500M in revenue. As Smartsheet’s Chief Strategy and Product Officer Gene was responsible for leading company strategy, corporate development, product management, product marketing, experience design, and strategic alliances. Gene joined Smartsheet from Amazon Web Services where he spent five years as a vice president responsible for enterprise computing. In this role, Gene pioneered new cloud businesses including Amazon WorkSpaces and Amazon Chime. Before Amazon, Gene was a vice president at the Coca-Cola Company, where he founded and led the creation of the Coca-Cola Freestyle beverage platform. His groundbreaking work on Coca-Cola Freestyle was recognized by Forbes as one of the best new products of the decade and received the Edison Gold Innovation and Catalyst Design awards.