Announced
Completed
Synopsis
Insight Partners, a private equity company, led a $30m Series B round in Vanilla, an estate planning platform, with participation from Vanguard, Venrock, Michael Jordan and Bill McNabb. “Financial services providers are looking for ways to foster meaningful customer interactions and provide a comprehensive service. They not only face pressure to differentiate from one another, but also to provide a modern user experience that their customers have come to expect, given the rise of consumer fintech alternatives. Vanilla’s estate planning platform allows these providers to digitize and connect a previously underserved component of the wealth management continuum,” Jon Rosenbaum, Insight Partners Managing Director.
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