
51 - 200 employees
Founded 2019
💼 Consulting
⚖️ Legal
🏥 Healthcare
💰 $35M Series B - Vanilla on 2024-08
Consulting • Legal • Healthcare
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.
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51 - 200 employees
Founded 2019
💼 Consulting
⚖️ Legal
🏥 Healthcare
💰 $35M Series B - Vanilla on 2024-08
Consulting • Legal • Healthcare
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.
• Build applied AI applications using existing Large Language Models with a focus on high accuracy • Construct services to ingest structured results • Collaborate with engineering, product, and subject matter experts to identify innovative AI uses • Build models and services that ingest data, extract key information, and surface insights • Develop tooling for model training, evaluation, inference serving, monitoring, and alerting • Create new model training pipelines using current ML frameworks and open source tools • Design and build microservices • Identify, extract, transform, load, normalize, cleanse, and validate data from disparate sources • Design and implement database schemas, optimize queries, and manage database performance • Prioritize tasks, manage resources, and communicate with non-technical stakeholders • Collaborate with engineers, subject matter experts, product managers, and designers • Develop production-ready software, APIs, database integrations, and AI-driven applications for estate planning workflows
• Bachelor's degree in Computer Science, Engineering, a related field, or equivalent practical experience • 8+ years of relevant work experience • Proficiency in modern programming languages such as Python or Javascript • Experience with OpenAI, Anthropic, or similar platforms for chat and API interfaces • Deep understanding of machine learning and AI technologies • Ability to design, train, and implement machine learning models • Knowledge of natural language processing techniques for automation • Production experience with scalable AI infrastructure and best practices • Experience with AI observability, monitoring, and signaling using tools such as LangChain or LangGraph • Hands-on experience with RAG and chunking for LLM performance tuning • Experience with LLM orchestration tooling and decision frameworks • Experience or exposure building agentic capabilities and workflows • Experience or exposure with evaluation testing frameworks • Knowledge of professional software engineering practices across the full SDLC, including coding standards, code reviews, source control, build processes, testing, and operations • Experience building microservices and understanding their tradeoffs • Database schema design, query optimization, and database performance management • Ability to articulate technical challenges and solutions • Ability to handle ambiguous or undefined problems and think abstractly • Effective organization, prioritization, resource management, and communication with non-technical stakeholders • Ability to collaborate with engineers, subject matter experts, product managers, and designers • Must be legally authorized to work in the United States without current or future sponsorship
• Flexible paid time off policy • 10 company-wide paid holidays • Parental leave: 6 weeks for all full-time employees and up to 14 weeks for birthing parents • Medical, dental, and vision benefits coverage for employees and their families • 401K eligibility after one month of employment • Free estate planning documents • Budget for learning & development • Home office setup budget • Performance based bonus • Equity • Paid parking or transit for hybrid and in office employees
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