About Vanilla
Vanilla is the world’s first Estate Advisory Platform, purpose-built by advisors and estate professionals to help wealth management firms deliver a holistic, modern estate planning experience to their clients. With Vanilla, advisors, planners, and estate attorneys can deliver differentiated advice, expand their client relationships, win new business, and increase their ongoing value by offering simplified, scalable estate analysis to every client. Learn more about how Vanilla is reinventing the estate planning experience, end-to-end at www.justvanilla.com.
Company details
Funding
Total raised
$85M
Last stage
Series B
Investors
Founders
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.
LinkedInWhat happens next.
No applications, no recruiter spam. Just the intro.
Confirm the fit
A few questions to make sure this role is the right shape for you. Two minutes.
I pitch you to the company
I write the intro, send it to the founder, and handle the back-and-forth.
A meeting lands on your calendar
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.