What departments does Vanilla have?

Vanilla has employees across 13 departments including Finance, Legal, Product Management, Sales, Human Resources.

What is the largest department at Vanilla?

The largest department at Vanilla is Engineering with 14 employees.

Where are Vanilla employees located globally?

Vanilla has employees across 7 continents and 36 countries including Egypt, Kenya, Tunisia, Morocco, South Africa.

How has Vanilla's team size changed over time?

Vanilla's team has decreased from approximately 130 to 105 employees based on available data.

Vanilla Employee Directory

Q: Who are Vanilla's key employees and leadership?

Vanilla's key employees include: President & Ceo: G. F., Chief Revenue Officer (cro): M. D., Chief Legal Officer: K. N., Chief Financial Officer: N. H., Head Of Enterprise Enablement: S. D. M..

Financial ServicesWashington, United States201-500 Employees

Vanilla is a financial services company that develops estate planning technology for financial advisors, enabling advice to be delivered at scale. Founded by Steve Lockshin, the firm brings together more than 20 in-house planning experts and a distinguished legal advisory board. Based in Bellevue, Washington, the company serves institutional and enterprise client bases through its platform, which has processed over 45,000 estate planning documents.
The platform is connected to assets exceeding $250 billion, illustrating its reach across large asset bases. The software is patented and has earned recognition from multiple industry outlets, reflecting its established position in estate planning technology.

Vanilla Global Highlights

North America
127

United States Of America
125
Mexico
2

Europe
26

United Kingdom Of Great Britain And Northern Ireland
13
Italy
6
France
2
Spain
1
Croatia
1
Romania
1
Netherlands
1
Poland
1

Asia
23

Iran
7
United Arab Emirates
4
Indonesia
2
India
2
Jordan
2
Viet Nam
1
Bahrain
1
Lebanon
1
Turkey
1
Iraq
1
Singapore
1

South America
21

Brazil
18
Peru
1
Argentina
1
Ecuador
1

Africa
18

Egypt
8
Morocco
3
Tunisia
2
Kenya
1
South Africa
1
Madagascar
1
Ghana
1
Nigeria
1

Oceania
4

Australia
3
New Zealand
1

Vanilla's Leadership

M. D.
Chief Revenue Officer (cro)
Mobile Phone
Email
K. N.
Chief Legal Officer
Mobile Phone
Email
N. H.
Chief Financial Officer
Mobile Phone
Email
G. F.
President & Ceo
Mobile Phone
Email
S. D. M.
Head Of Enterprise Enablement
Mobile Phone
Email
C. C.
Head Of Human Resources
Mobile Phone
Email
D. H.
Founder
Mobile Phone
Email
S. T.
Co-Founder, Vp Of Product Strategy
Mobile Phone
Email

Vanilla Employee Metrics

100%

50%

0%

2026

2025

Engineering
Product Management
Sales
Business Development
Arts & Design
Other
Customer Success
Marketing
Operations
Banking
Finance
Information Technology

Contact profiles from Vanilla

Name

Title

Contact Info

Location

Last Update

S. D. M.
Head Of Enterprise Enablement
Mobile Phone
Email
United StatesNew York
May 01, 2026
C. C.
Head Of Human Resources
Mobile Phone
Email
United StatesNew Hampshire
Jun 07, 2026
T. J.
Sr. Director, Enterprise Sales
Mobile Phone
Email
United StatesNew Jersey
Jun 16, 2026
C. F.
Director Of Engineering
Mobile Phone
Email
United StatesGeorgia
Jun 12, 2026
C. O.
Sr. Director Of Customer Success
Mobile Phone
Email
United StatesNew York
Jun 11, 2026
H. B.
Enterprise Sales, Director
Mobile Phone
Email
United States
Jun 05, 2026
L. G.
Director, Solutions Engineering
Mobile Phone
Email
United States
Apr 16, 2026
K. J.
Staff Product Manager
Mobile Phone
Email
United StatesNew Jersey
Apr 13, 2026
A. M.
Customer Success Manager
Mobile Phone
Email
United StatesIowa
Apr 16, 2026
M. F.
Senior Finance Manager
Mobile Phone
Email
United StatesNew York
Jun 22, 2026

Frequently Asked Questions

What is Vanilla known for?

Vanilla was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in Bellevue, Washington 98004 United States. Explore Vanilla's company overview page for more information.

What is Vanilla's most common email format?

Vanilla employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vanilla email formats with LeadIQ.

How many employees does Vanilla have currently?

Vanilla has approximately 203 employees as of June 2026. These team members are located across 6 continents, including North AmericaEuropeAsia.

Who are Vanilla's key employees and leadership?

As of June 2026, Vanilla's key employees include:

Chief Revenue Officer (cro): M. D.
Chief Legal Officer: K. N.
Chief Financial Officer: N. H.
President & Ceo: G. F.
Head Of Enterprise Enablement: S. D. M.

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Vanilla Employee Directory

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