Vanilla logo

Vanilla Employee Directory

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.

Find Vanilla employees' phone numbers or email addresses

Vanilla Global Highlights

Location
Employees

North America
133

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  • United States Of America
    131
  • Mexico
    2

Europe
28

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  • United Kingdom Of Great Britain And Northern Ireland
    13
  • Italy
    7
  • France
    2
  • Romania
    1
  • Austria
    1
  • Spain
    1
  • Croatia
    1
  • Netherlands
    1
  • Poland
    1

Asia
22

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  • Iran
    7
  • United Arab Emirates
    4
  • Indonesia
    2
  • India
    2
  • Jordan
    2
  • Viet Nam
    1
  • Bahrain
    1
  • Turkey
    1
  • Iraq
    1
  • Singapore
    1

South America
22

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  • Brazil
    19
  • Peru
    1
  • Argentina
    1
  • Ecuador
    1

Africa
19

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  • Egypt
    8
  • Morocco
    3
  • Tunisia
    2
  • Madagascar
    2
  • Kenya
    1
  • South Africa
    1
  • Ghana
    1
  • Nigeria
    1

Oceania
4

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  • Australia
    3
  • New Zealand
    1

Vanilla's Leadership

  • Chief Revenue Officer (cro) at Vanilla
    M. D.
    Chief Revenue Officer (cro)
  • Founder at Vanilla
    S. L.
    Founder
  • Owner at Vanilla
    A. J.
    Owner
  • Owner at Vanilla
    J. M.
    Owner
  • Owner at Vanilla
    M. A.
    Owner
  • Owner at Vanilla
    F. Y.
    Owner
  • Owner at Vanilla
    K. W.
    Owner
  • Leader Engineer at Vanilla
    J. A.
    Leader Engineer

Vanilla Employee Metrics

100%
50%
0%
2026
2025
  • Engineering
  • Product Management
  • Sales
  • Business Development
  • Arts & Design
  • Other
  • Customer Success
  • Marketing
  • Operations
  • Banking
  • Finance
  • Information Technology

Contact profiles from Vanilla

Name
Title
Contact
Location
Last Update
  • Founder at Vanilla
    S. L.
    Founder
    Sep 08, 2026
  • Chief Revenue Officer (cro) at Vanilla
    M. D.
    Chief Revenue Officer (cro)
    Sep 09, 2026
  • Owner at Vanilla
    A. J.
    Owner
    Sep 02, 2026
  • Owner at Vanilla
    J. M.
    Owner
    United Kingdom, England
    Jun 01, 2026
  • Owner at Vanilla
    M. A.
    Owner
    Indonesia
    Aug 30, 2026
  • Owner at Vanilla
    F. Y.
    Owner
    Turkey
    Sep 06, 2026
  • Owner at Vanilla
    K. W.
    Owner
    United Kingdom, England
    Jun 27, 2026
  • Leader Engineer at Vanilla
    J. A.
    Leader Engineer
    Spain, Catalonia
    Aug 30, 2026
  • Engineering Manager at Vanilla
    A. M.
    Engineering Manager
    Bay
    May 08, 2026
  • Sr. Enterprise Customer Success Manager at Vanilla
    K. F.
    Sr. Enterprise Customer Success Manager
    Bay
    Aug 29, 2026

Frequently Asked Questions

What is Vanilla known for?

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Vanilla was founded in 2019 and operates in the Financial Services industry. Explore Vanilla's company overview page for more information.

What is Vanilla's most common email format?

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Vanilla employees' email format typically follows the pattern of First.Last@justvanilla.com. Trying to find reliable and up-to-date employee contact data? Find more Vanilla email formats with LeadIQ.

How many employees does Vanilla have currently?

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Vanilla has approximately 215 employees as of August 2026. These team members are located across 6 continents, including North America, Europe and Asia.

Who are Vanilla's key employees and leadership?

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As of August 2026, Vanilla's key employees include:

  • Chief Revenue Officer (cro): M. D.
  • Founder: S. L.
  • Owner: A. J.
  • Owner: J. M.
  • Owner: M. A.

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