Vanilla is an estate planning platform that allows advisors to unlock new value for clients and prospects alike, no expertise required.

Vanilla

Vanilla's headquarters in Los Angeles, CA, United States

Gene Farrell

Karen Nachbar

Sam Trapkin

Marc Dorfman

Michael Schwoerer

Larry Steinberg

Robyn Rossi

Nathan Hunt

Sandy Kovalak

Jon Rosenbaum

Nick Beim

F. William Mcnabb

Robert Thornton

Steve Lockshin

The Engineering and Development team at Vanilla is responsible for designing, building, and maintaining the technological framework that powers the estate planning platform. This team, comprised of diverse engineering roles, collaborates to enhance user experience, ensure system reliability, and integrate innovative features that empower advisors to deliver exceptional value to their clients without requiring specialized expertise.

Engineering and Development

The Sales and Customer Support team at Vanilla is dedicated to driving revenue growth while ensuring exceptional customer experiences. They focus on acquiring new clients through core and enterprise sales efforts, while customer success managers and support analysts work to foster long-term relationships, address inquiries, and provide assistance, thereby unlocking maximum value from the estate planning platform for users.

Sales and Customer Support

The Product Management and Design team at Vanilla is dedicated to creating innovative features and user experiences for the estate planning platform. They collaborate closely to define product vision, ensure legal compliance, and design intuitive interfaces, all while focusing on empowering advisors to provide exceptional value to clients without requiring extensive expertise.

Product Management and Design

The Finance and Administration team at Vanilla is responsible for overseeing financial planning, budgeting, and accounting processes to ensure fiscal health and compliance. They support operational efficiency by implementing policies and managing resources, while also focusing on human resources functions to foster a productive workplace culture. This team plays a crucial role in aligning financial strategy with the company’s mission of empowering estate planners.

Finance and Administration

The Marketing and Communications team at Vanilla is responsible for developing and executing strategies that enhance brand awareness and engagement. They create compelling narratives around the estate planning platform, drive user acquisition through targeted campaigns, and manage public relations efforts to highlight the platform's value to both advisors and clients. By leveraging a mix of content marketing, social media, and partnership initiatives, the team aims to position Vanilla as a leading resource in estate planning.

Marketing and Communications

The Leadership Team at Vanilla is responsible for setting the strategic direction and vision for the company, ensuring effective collaboration across departments, and driving revenue growth. Comprising key executives such as the CEO and CTO, this team focuses on leveraging technology and innovative strategies to enhance the estate planning platform, ultimately delivering exceptional value to advisors and their clients.

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Vanilla

Org chart

Board & advisors

Teams

Engineering and Development

Sales and Customer Support

Product Management and Design

Finance and Administration

Marketing and Communications

Leadership Team

Offices

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Vanilla

Org chart

Board & advisors

Teams

Engineering and Development

Sales and Customer Support

Product Management and Design

Finance and Administration

Marketing and Communications

Leadership Team

Offices

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