#1 Startup Dataset
Growth rates, revenue data, direct competitors and contact details.
Steve Lockshin Email
Founder & Executive Chairman . Vanilla
How to contact Steve Lockshin
Join and see Steve's contact info for free!Current Roles
Employees:
176Revenue:
$40.7MAbout
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.Vanilla Address
2121 Avenue of the StarsLos Angeles, CA
United States