About
Vanilla is a startup building an AI-powered estate advisory platform designed to modernize and streamline how wealth is transferred across generations. The company’s technology unifies scenario modeling, client visualization, and document creation into a single digital experience, created by a team of advisors, planners, and attorneys. The team combines expertise in estate planning, wealth management, and scaling SaaS startups, operating in a distributed work environment. This role is part of a growing organization focused on transforming a traditionally complex, document-heavy process into a more visual and intelligent workflow.