Vanilla
Manager
Fund |
Fund manager
Co-invested company
sector
Services
regional split
North America
vintage
status
Portfolio
category
Innovative
Insight Partners XII
Insight Partners

Vanilla

Co-invested company
Vanilla is a technology platform that enables advisors and companies to simplify the administrative management of estates. Vanilla was created in 2019 with the goal of simplifying the management of estate-related administrative documents and improving the understanding of the estate processes that are put in place after death.
Steve Lockshin, co-founder of Vanilla, a portfolio company Fund manager private equity Fund manager  Insight Partners

Key figures for Vanilla

+ 130
employees
2019
year of inception
32000
customers
60000
processed estate documents
Data as at
11/4/26
*Source: Public data from companies’ websites and social media accounts. For more up-to-date information, we invite our investors to view the report made available on their space.

The fpci The Altaroc Odyssey private equity fund is no longer accepting new investments.

About Vanilla

Vanilla is a leading provider of estate planning solutions. The company transforms traditional estate planning into a modern, user-friendly experience, turning complex documents into an ongoing conversation.

With a complete view of their customer's estate and a deep understanding of their ultimate goals, advisors can provide differentiated advice, broaden their customer relationships, win new business and increase their ongoing value.

In the same sector as Vanilla

Company videos
No items found.

Discover the new Vintage Altaroc Odyssey 2025

Discover the Vintage Altaroc Horizon

Insight Partners
Odyssey 2021
Odyssey 2021
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Portfolio
Welcome to Altaroc
To provide you with a tailored experience, please complete your profile.
Your profile
country of tax residence
Select
choosenCountry
Preferred language
Select
choosenLang
YOUR INVESTOR PROFILE
Financial intermediary or professional investor
Financial advisors, wealth managers, private bankers, or any other investment service providers.
Qualified Investor or Altaroc Investor
Experienced investor or Altaroc investor
Private investors who have already invested with Altaroc or who have a minimum investment capacity of €100,000.
Private investors who have previously invested in Altaroc who have a minimum investment capacity of 200,000 euros.
Non-professional (retail) investor
Individual investors with an investment capacity below €100,000.
Retail investors with an investment capacity of less than 200,000 euros.
Institutional investor
Pension funds, retirement schemes, asset management companies, and single-family offices.
Scroll down to accept General Terms and Conditions
The webpage you are trying to access is not available in your country.