Vanilla is an estate planning platform that allows advisors to unlock new value for clients and prospects alike, no expertise required.

Vanilla

The Bellevue office focuses on software development, customer experience, and operational excellence in a collaborative environment.

Bellevue

Vanilla's headquarters in Los Angeles, CA, United States

Gene Farrell

Marc Dorfman

Grant DeWald

Larry Steinberg

Alex Pines

Robyn Rossi

Emily T.

Nathan Hunt

Sandy Kovalak

Sam Trapkin

Karen Nachbar

Nick Beim

F. William Mcnabb

Robert Thornton

Steve Lockshin

The Engineering and Development team at Vanilla is responsible for designing, building, and maintaining the technological framework that powers the estate planning platform. This team, comprised of diverse engineering roles, collaborates to enhance user experience, ensure system reliability, and integrate innovative features that empower advisors to deliver exceptional value to their clients without requiring specialized expertise.

Engineering and Development

This department focuses on managing and refining the processes related to estate abstraction.

Estate Abstraction

This department focuses on driving revenue through client acquisition and relationship management.

Sales Division

This department focuses on ensuring customer satisfaction and fostering positive relationships with clients.

Customer Success

This department oversees governance practices and ensures compliance with regulatory requirements.

Corporate Governance

This department focuses on ensuring customer satisfaction, retention, and growth through support and strategic account management.

Vanilla

Org chart

Board & advisors

Teams

Engineering and Development

Estate Abstraction

Sales Division

Customer Success

Corporate Governance

Customer Success Management

Offices

Vanilla

Org chart

Board & advisors

Teams

Engineering and Development

Estate Abstraction

Sales Division

Customer Success

Corporate Governance

Customer Success Management

Offices

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