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Vanilla Case Studies

  • AdvicePeriod standardizes estate planning for thousands of advisors with Vanilla

  • How Vanilla’s Estate Reports help Allen Gibson, CFP® Win New Clients and Grow His Business

    Allen Gibson President and Chief Compliance Officer
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  • Wealth.com
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    4.8 / 5.0
    Customer References 11 total
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    Wealth.com is the industry’s leading estate planning platform, empowering 500+ wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate …

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  • Freewill
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    4.8 / 5.0
    Customer References 142 total
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    FreeWill is builds technology to make the largest and most impactful charitable donations easier for donors to give and simpler for non-profit organizations to receive. FreeWill works with non-profit development …

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  • Empathy
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    4.8 / 5.0
    Customer References 29 total
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    Empathy is a leading technology company transforming the way people plan for and navigate life’s toughest moments. By combining cutting-edge innovation with compassion, Empathy provides unparalleled support for bereavement, estate …

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