| Name | Title | Contact Details |
|---|
Founded in 2019, Vanilla`s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today`s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor`s and a client`s understanding of their estate, and to demystify the challenges of dealing with estates post-death.
We invest in purposeful startups reimagining the future.
Blue Tax is a Los Angeles, CA-based company in the Financial Services sector.
Merchant Management Systems is a Ashland, KY-based company in the Financial Services sector.
Possible Finance is a technology company that provides people with the financial tools to overcome day-to-day challenges, protect themselves in an emergency, and build towards a better future.