Vanilla Analysis: $35M Raised

A notable customer of Vanilla is Balentine, an employee-owned wealth management firm. They operate in the financial services industry, focusing on providing comprehensive wealth management solutions. By integrating Vanilla's estate planning software into their processes, Balentine has enhanced client relationships and differentiated their services. They utilize Vanilla to facilitate estate planning conversations, making them more intuitive and visually engaging. This approach has not only improved interactions with existing clients but also helped them win new clients by identifying gaps in prospective clients' estate plans, such as significant tax liabilities and liquidity issues. Another significant client is Wealthstone Private Wealth Management, which serves high-net-worth clients. They leverage Vanilla to enhance their holistic financial planning services, integrating estate planning with modern technology. Wealthstone has reported benefits such as deepening client relationships, identifying overlooked tax liabilities, and attracting new business through a differentiated estate planning offering. Their focus on understanding estate planning has allowed them to save clients from unnecessary taxes, showcasing the immense value of Vanilla's software in their operations.