We’re a startup with big ambitions: to make estate planning modern, visual, and intelligent. Vanilla is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. Our technology unifies scenario modeling, client visualization, and document creation into one seamless, digital experience.
Vanilla Technologies is a leading estate advisory platform that simplifies holistic wealth planning for clients. The company offers powerful software solutions for client engagement, estate planning, analysis, and document creation, enhanced by over 180 years of trust and expertise in tax and estate (T&E) matters. Trusted by top advisors from renowned firms such as Vanguard, Mariner, and Hightower, Vanilla enables the modeling of over 16,000 client estates, helping to grow revenue and foster long-term relationships in the wealth management sector.
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Jobs from Vanilla Technologies:
Customer Care Specialist
Senior Customer Success Onboarding
Security GRC Program Manager
Software Engineer - AI Applications
Senior Product Manager
Vanilla Technologies is a leading estate advisory platform that simplifies holistic wealth planning for clients. The company offers powerful software solutions for client engagement, estate planning, analysis, and document creation, enhanced by over 180 years of trust and expertise in tax and estate (T&E) matters. Trusted by top advisors from renowned firms such as Vanguard, Mariner, and Hightower, Vanilla enables the modeling of over 16,000 client estates, helping to grow revenue and foster long-term relationships in the wealth management sector.
Share This Job!
Save This Job!
Jobs from Vanilla Technologies:
Customer Care Specialist
Senior Customer Success Onboarding
Security GRC Program Manager
Software Engineer - AI Applications
Senior Product Manager
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