Enterprise traction Vanilla leads in estate planning technology with enterprise adoption among firms like Mariner Wealth Advisors and Vanguard, indicating strong potential to upsell to large financial services organizations seeking scalable estate planning solutions.

Scale opportunity With 45,000+ estate planning documents processed and a global connected asset base exceeding $250 billion, there is a clear demand signal for adoption at scale—presenting opportunities for expansion of licensing, implementation services, and premium support.

Funding and growth Having raised $81M and reporting substantial revenue, Vanilla demonstrates financial stability and investor backing, which can accelerate enterprise sales cycles and justify multi-year contracts with large institutions.

Expert ecosystem An in-house team of hundreds of planning experts and a distinguished legal advisory board position Vanilla as a trusted partner for institutions requiring compliant, high-touch estate planning capabilities, enabling value-based selling around risk management and governance.

Innovation and awards Patented software with industry awards signals defensibility and differentiation, suggesting opportunities to cross-sell adjacent modules, integrations, and value-added services to existing clients seeking cutting-edge technology.