Remote Jobs at Vanilla

Vanilla

51 - 200 employees

Founded 2019

🤝 B2B

☁️ SaaS

🤖 Artificial Intelligence

💰 $35M Series B - Vanilla on 2024-08

B2B • SaaS • Artificial Intelligence

Vanilla is a patented, AI-powered estate planning platform that provides wealth advisors, law firms, and financial professionals with tools to assess client estate health, model tax and trust strategies, and generate legal documents and polished visualizations. The platform includes an estate health check, document builder, scenario modeling (GRATs, SLATs, charitable strategies), and V/AI — an AI-driven assistant for document analysis, data extraction, and planning research. Vanilla is positioned as a B2B SaaS solution that helps advisory firms deepen client relationships, retain and grow assets under management, and streamline estate planning workflows for clients ranging from mass affluent to ultra high net worth.