Making Estate Planning Simple for Financial Advisors.
Built for advisors, loved by clients.
Funding
Growth Stage
Current Stage
$35M
Recent Funding
$81.4M
Total Funding
Recent News
Vanilla · 2d ago
Customer Success Manager
United StatesRemoteEntry, Mid Level$90K/yr - $120K/yr
Vanilla · 3d ago
Customer Success Manager
United StatesRemoteEntry, Mid Level$90K/yr - $120K/yr
Vanilla · 2w ago
Content Marketing Manager
United StatesRemoteMid Level$75K/yr - $90K/yr
Vanilla · 1m ago
Content Marketing Manager
United StatesRemoteMid Level$75K/yr - $90K/yr