Announced
Completed
Synopsis
Insight Partners, a private equity firm, led a funding round in Vanilla, an estate planning software company, with participation from Venrock, Vanguard, Edward Jones Ventures and Alumni Ventures. Financial terms were not disclosed. "As we accelerate our efforts to revolutionize how advisors, planners and attorneys approach estate planning, we are excited to deepen our partnership with Insight Partners, Venrock, and Vanguard, as well as to welcome Edward Jones. With the support of our investors, we are expanding our platform, including our pioneering AI technology, to make modernized estate planning accessible and efficient for all," Gene Farrell, Vanilla CEO.
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