Trust
Security & compliance
SOC 2
SLA uptime target: Not specified
Security review turnaround: Not specified
DPA available: Not specified
Modern estate planning software for financial advisors.
Pricing
$500-$5k/month
Founded
2019
Team size
11-50 employees
Headquarters
San Francisco, CA
Preview from justvanilla.com
At a glance
Best for
Small business (51-200), Mid-market (201-1,000), Enterprise (1,000+)
Pricing model
Per seat
Integrates with
eMoneyOrionBlack DiamondAddeparCustom integrations via API
Security
SOC 2
About Vanilla
Modern estate planning software for financial advisors.
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Per seat
Free trial: Not specified
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Small business (51-200)Mid-market (201-1,000)Enterprise (1,000+)
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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Vanilla
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