Vanilla
PrivateLast Round
Early Funding
Oct 16, 2024
Total Funding Raised
$119.1M
Company Overview
Vanilla operates in FinTech and is based in Bellevue, Washington. Its latest recorded funding round was an Early Funding round in October 2024.
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, Workflow Automation, Document Management, Legal Tech
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
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% |
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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 |
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Key People
Founding team and executive leadership
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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 |
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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.
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Vanilla Filings
Explore SEC and related filing metadata, where available.
| 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.
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Frequently 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, so its shares have no public market price. Caplight tracks Vanilla's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
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.
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 in Vanilla's shares on secondary markets.