Vanilla Revenue
Financial Services • 
Bellevue, Washington, United States • 101-200 Employees
Vanilla revenue & valuation
| Annual revenue | $11,100,000 |
| Revenue per employee | $60,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $35,600,000 |
| Total funding | $65,000,000 |
Company overview
| Headquarters | Bellevue, Washington, United States |
| Phone number | +18663851180 |
| Website | |
| NAICS | 52 |
| SIC | 737 |
| Founded | 2019 |
| Employees | 101-200 |
| Socials |
Vanilla Email Formats
Vanilla uses 5 email formats. The most common is {first initial}.{last name} (e.g., j.doe@justvanilla.com), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@justvanilla.com | 71.4% |
{first name}.{last name} | john.doe@justvanilla.com | 24.2% |
{first initial}{last name}.{last name} | jdoe.doe@justvanilla.com | 1.1% |
{first initial}.{last name} | j.doe@justvanilla.com | 1.1% |
{first3}.{last name} | {first3}.doe@justvanilla.com | 1.1% |
About Vanilla
Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale. Founded by Steve Lockshin, a Barron’s top advisor, and backed by leading investors including Venrock, Insight Partners, and NBA legend Michael Jordan, Vanilla has raised over $80 million and assembled an unmatched team. With 20+ in-house planning experts, 180+ years of collective experience, and a distinguished legal advisory board, Vanilla is setting the new standard in estate planning. Vanilla’s pace of innovation is unrivaled: The platform has processed over 45,000 estate planning documents, is connected to more than $250 billion in assets, and is the most widely adopted solution for institutional and enterprise firms including Mariner Wealth Advisors and Vanguard. Our transformative, patented software has received awards from Luminaries, WealthTech Americas, Family Wealth Report, WealthManagement.com, and more. To learn more, visit www.justvanilla.com.
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Vanilla has 99 employees across 13 departments.
Departments
Number of employees
Funding Data
Explore Vanilla's funding history, including investment rounds, total capital raised, and key backers.
Vanilla Tech Stack
Discover the technologies and tools that power Vanilla's digital infrastructure, from frameworks to analytics platforms.
Security
JavaScript libraries
JavaScript libraries
JavaScript libraries
JavaScript libraries
Video players
CDN
SEO
Payment processors
Advertising
Analytics
Miscellaneous
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Key Contact at Vanilla
4.8
40,000 users
