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Estate planning software for financial advisors and wealth firms

Founder

Advisor tech platfoms court firms with discounts, notaries, education

Worthy AI takes tax planning from several hours to 15 minutes

Vanilla, WealthFeed land new RIA partnerships

Vanilla and Callan Family Office Announce Strategic Partnership to Advance Estate Planning for Ultra-High-Net-Worth Families

Enterprise Account Executive

Vanilla is an AI-powered estate advisory platform that modernizes estate planning through scenario modeling, client visualization, and document creation. The Enterprise Account Executive will grow the company’s presence with major U.S. wealth management firms by winning new customers, expanding existing accounts, managing renewals, and shaping enterprise go-to-market strategy.

Business Development Representative, AI Enabled

Vanilla is an AI-powered estate advisory platform that modernizes estate planning through scenario modeling, client visualization, and document creation. The Business Development Representative will generate qualified pipeline, execute targeted outbound campaigns, develop account strategies and messaging, and use AI, automation, and GTM technology to make prospecting more scalable and effective.