Total raised
$85.0M
Last stage
Series B
Investors
David Hauser
Co-founder of Vanilla (OpenAdvisor Technologies Inc.), per Crunchbase.
Steve Lockshin
Wealth management expert and serial entrepreneur; founder of AdvicePeriod and former Chairman of Convergent Wealth Advisors (Lydian Wealth Management). Co-founded Vanilla in 2019.
LinkedInNo applications, no recruiter spam. Just the intro.
A few questions to make sure this role is the right shape for you. Two minutes.
I write the intro, send it to the founder, and handle the back-and-forth.
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.