Vanilla

Financial ServicesWashington, United States201-500 Employees

Vanilla is a financial services company that develops estate planning technology for financial advisors, enabling advice to be delivered at scale. Founded by Steve Lockshin, the firm brings together more than 20 in-house planning experts and a distinguished legal advisory board. Based in Bellevue, Washington, the company serves institutional and enterprise client bases through its platform, which has processed over 45,000 estate planning documents.
The platform is connected to assets exceeding $250 billion, illustrating its reach across large asset bases. The software is patented and has earned recognition from multiple industry outlets, reflecting its established position in estate planning technology.

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