Vanilla Overview

  • Year Founded
  • 2019

Year Founded

  • Status
  • Private

  • Employees
  • 181

Employees

  • Latest Deal Type
  • Series B1

  • Latest Deal Amount
  • $35M

  • Investors
  • 12

Vanilla General Information

Description

Developer of estate planning software designed to help advisors to deepen client relationships. The company's platform aims to reduce the inefficiency in document preparation, increase an advisor's and a client's understanding of their estate, and demystify the challenges of dealing with estates post-death, enabling real estate advisors to identify opportunities to add value for clients that would be subject to the estate tax.

Contact Information

Website
www.justvanilla.com
Formerly Known As
OpenAdvisor Technologies
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 310 South Main Street
  • 10th Floor, Suite 1000
  • Salt Lake City, UT 84101
  • United States
+1 (866)
Primary Industry
Business/Productivity Software
Other Industries
Other Financial Services
Other Commercial Services
Vertical(s)
FinTech, Real Estate Technology
Corporate Office
  • 310 South Main Street
  • 10th Floor, Suite 1000
  • Salt Lake City, UT 84101
  • United States
+1 (866)

Vanilla Timeline

2022202320242025
Financing RoundCaptured Employee CountEstimated Employee Growth

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Vanilla Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Later Stage VC (Series B1) 12-Aug-2024 $35M Completed Generating Revenue
3. Early Stage VC (Series B) 28-Apr-2022 Completed Generating Revenue
2. Early Stage VC (Series A) 27-Aug-2021 $14.3M $19.1M Completed Generating Revenue
1. Seed Round 14-Jun-2019 $4.8M $4.8M Completed Startup
To view Vanilla’s complete valuation and funding history, request access »

Vanilla Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series B-1
Series B
Series A 3,848,412 $0.000100 $3.73 $3.73 1x $3.53 14.94%
Seed 1,476,918 $0.000100 $3.25 $3.25 1x $3.25 5.43%
To view Vanilla’s complete cap table history, request access »

VC Exit Predictor

See how our proprietary methodology utilizes historical data sets to synthesize the likelihood of an acquisition, IPO, or no exit event. Get a detailed look at the calculations behind our predictions.

Opportunity Score

Calculated using Exit Type probabilities, the company’s stage, and PitchBook’s historical returns data.

Exit Type

Evaluates the likelihood of a successful exit for investors, and the most likely exit type.

Request a free trial

Vanilla Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of estate planning software designed to help advisors to deepen client relationships. The company's platform a
Business/Productivity Software
Salt Lake City, UT
181 As of 2025

Austin, TX
 

Concord, CA
 
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

Vanilla Competitors (2)

One of Vanilla’s 2 competitors is ZenBusiness, a Venture Capital-Backed company based in Austin, TX.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
ZenBusiness Venture Capital-Backed Austin, TX
FreeWill Venture Capital-Backed Concord, CA
You’re viewing 2 of 2 competitors. Get the full list »

Vanilla Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Vanilla Investors (12)

Investor Name Investor Type Holding Investor Since Participating Rounds
Allianz Life Insurance Company of North America Corporation Minority
Alumni Ventures Venture Capital Minority
Edward Jones Ventures Venture Capital Minority
Nationwide Ventures Corporate Venture Capital Minority
Nesvold Capital Partners Merchant Banking Firm Minority
You’re viewing 5 of 12 investors. Get the full list »

Ready to get started?

Request a free trial

Vanilla FAQs

  • When was Vanilla founded?

    Vanilla was founded in 2019.

  • Where is Vanilla headquartered?

    Vanilla is headquartered in Salt Lake City, UT.

  • What is the size of Vanilla?

    Vanilla has 181 total employees.

  • What industry is Vanilla in?

    Vanilla’s primary industry is Business/Productivity Software.

  • Is Vanilla a private or public company?

    Vanilla is a Private company.

  • What is the current valuation of Vanilla?

    The current valuation of Vanilla is .

  • What is Vanilla’s current revenue?

    The current revenue for Vanilla is .

  • How much funding has Vanilla raised over time?

    Vanilla has raised $84.3M.

  • Who are Vanilla’s investors?

    Allianz Life Insurance Company of North America, Alumni Ventures, Edward Jones Ventures, Nationwide Ventures, and Nesvold Capital Partners are 5 of 12 investors who have invested in Vanilla.

  • Who are Vanilla’s competitors?

    ZenBusiness and FreeWill are competitors of Vanilla.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »

  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »