Vanilla
PrivateLast Round
Early Funding
Oct 16, 2024
Total Funding Raised
$119.1M
Company Overview
Vanilla is a financial technology company that provides an estate advisory platform designed to help financial advisors and wealth management firms streamline estate planning, visualize complex structures, and model strategies for their clients.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, Document Management, Workflow Automation
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 Comparables
Compare Vanilla with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Wealth.com | 94% | |
| Luminary | 84% | |
| Trucendent | 82% |
Vanilla Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Early Funding | Oct 16, 2024 | ||||
| Series B Extension | 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 | Series B Extension, Early Funding, Series B |
| HCVT | Seed |
| Allianz | Series B Extension, Early Funding |
| Edward Jones Ventures | Series B Extension, Early Funding |
| Nationwide Ventures | Series B Extension, Early Funding |
| Venrock | Series B Extension, Early Funding, Series B, Series A |
| Allianz | Series B Extension |
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.
Recent news
Latest coverage and updates
- launchesJul 17, 2026
Vanilla launched Vanilla Concierge on Jul 17th '26.
Vanilla Filings
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| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Vanilla's valuation, stock price, and market status.
Is Vanilla a public or private company?
Vanilla is a private company.
What is the current stock price of Vanilla?
Vanilla is a private company with no public stock price. No recent secondary market data is available.
How much is Vanilla worth (valuation)?
Valuation information for Vanilla is not publicly available.
Can I buy Vanilla stock?
Vanilla shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Vanilla's last funding round?
Vanilla's most recent funding round was Early Funding on October 16, 2024.
Who are the main investors in Vanilla?
Key investors in Vanilla include HCVT, Venrock, Insight Partners.
Will Vanilla IPO soon?
No public IPO plans have been announced for Vanilla.
How can I track Vanilla secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Vanilla's secondary market activity and sign up for updates.