List of Vanilla Estate Advisory Platform Customers
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United States
Since 2010, our global team of researchers has been studying Vanilla Estate Advisory Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Vanilla Estate Advisory Platform for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Vanilla Estate Advisory Platform for Portfolio and Investment Performance and Planning include: Vanguard, a United States based Banking and Financial Services organisation with 20000 employees and revenues of $6.93 billion, Mariner Wealth Advisors, a United States based Banking and Financial Services organisation with 1750 employees and revenues of $262.0 million, Balentine, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Vanilla Estate Advisory Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Vanilla Estate Advisory Platform customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Balentine | Banking and Financial Services | 10 | $1M | United States | Vanilla Technologies | Vanilla Estate Advisory Platform | Portfolio and Investment Performance and Planning | 2023 | n/a |
In 2023 Balentine deployed Vanilla Estate Advisory Platform to strengthen estate-planning conversations and prospecting within its financial planning and legacy services in the United States. The deployment aligns with the Portfolio and Investment Performance and Planning category and was positioned as a client-facing estate analysis tool for advisors.
Balentine implemented estate overviews, visualizations, and waterfall analyses within the Vanilla Estate Advisory Platform to identify tax and liquidity gaps during client reviews. The Vanilla Estate Advisory Platform's visualization and waterfall analysis capabilities were used to produce visual deliverables that advisors incorporated into planning workflows.
Operational scope targeted Balentine's advisory and wealth planning activities across the United States, with the platform used in prospecting sequences and ongoing client meetings. Business functions impacted included financial planning, legacy services, and relationship management, supporting both client acquisition and the deepening of existing client relationships.
Rollout emphasized embedding estate visualizations into advisor-facing meeting materials and prospecting touchpoints, enabling advisors to surface tax and liquidity gaps during conversations. According to Balentine's customer story published May 15, 2023, the firm used Vanilla to win new clients and deepen relationships, an explicit outcome tied to the implementation.
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Mariner Wealth Advisors | Banking and Financial Services | 1750 | $262M | United States | Vanilla Technologies | Vanilla Estate Advisory Platform | Portfolio and Investment Performance and Planning | 2025 | n/a |
In 2025, Mariner Wealth Advisors adopted the Vanilla Estate Advisory Platform, positioning the application within its Portfolio and Investment Performance and Planning toolset to support wealth management and financial planning processes. The partnership was announced April 17, 2025, and the deployment was explicitly aimed at the firm’s advisor force across the United States.
The Vanilla Estate Advisory Platform implementation centers on digital estate planning, document extraction, and plan-visualization capabilities. Implementation details emphasize document ingestion and automated extraction to surface structured estate data, coupled with visualization workflows that present estate plans and scenarios within advisor client meetings, aligning these capabilities with Portfolio and Investment Performance and Planning functional workflows.
Operational scope covered advisor-facing workflows in wealth management and financial planning, integrating the Vanilla Estate Advisory Platform into routine client planning processes and advisor enablement. Vanilla reported a 200% increase in revenue growth rates among advisors who adopted the platform, and governance during rollout focused on embedding estate planning outputs into advisor processes and supporting advisor adoption across the United States.
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Vanguard | Banking and Financial Services | 20000 | $6.9B | United States | Vanilla Technologies | Vanilla Estate Advisory Platform | Portfolio and Investment Performance and Planning | 2023 | n/a |
In 2023, Vanguard piloted the Vanilla Estate Advisory Platform to introduce enhanced digital estate planning and intergenerational wealth and legacy planning into its Personal Advisor Wealth Management offering in the United States. Vanguard and vendor Vanilla Technologies announced the program publicly on January 18, 2024 following that 2023 pilot.
The Vanilla Estate Advisory Platform was implemented to support Portfolio and Investment Performance and Planning use cases, with functional emphasis on estate visualizations and scenario modeling inferred from vendor and press materials. The implementation concentrated on client-facing estate visualizations, scenario-based inheritance and distribution modeling, and advisor-facing workflow capabilities to surface estate conversations within financial planning engagements.
Deployment scope was limited to the Personal Advisor Wealth Management process area in the United States, oriented toward advisor and client interactions inside Vanguard’s wealth management channel rather than enterprise back office systems. Governance and rollout followed a pilot to partnership pathway with Vanilla Technologies, enabling phased adoption across advisory teams and alignment of platform configuration to Vanguard’s advisor workflows.
Vanguard deployed Vanilla Estate Advisory Platform for Portfolio and Investment Performance and Planning to enhance its finance and wealth management function, integrating estate planning visualizations and scenario tools into advisor-led planning engagements. Module usage such as estate visualizations and scenario modeling is inferred from vendor materials and public communications, and the narrative reflects the system relationship between Vanguard, Vanilla Estate Advisory Platform, Portfolio and Investment Performance and Planning, and Personal Advisor Wealth Management.
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