Vanilla vs Wealth.com
Vanilla
justvanilla.com
Wealth.com
wealth.comSide by side
| Figure | Vanilla | Wealth.com |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Plans published | 3 | 3 |
| Spec score · Estate Planning Software | 6.8 (#24) | 7.7 (#12) |
| Encryption | Vanilla says client data is encrypted in transit with TLS and at rest using AES-256. | Data is protected in transit with TLS 1.2 or newer and at rest with AES-256 encryption. |
| Founded | 2019 | A Wealth.com article states that the company was founded in 2022. |
| Headquarters | Bellevue, Washington, United States | Tempe, Arizona, United States |
| Integrations | Vanilla lists eMoney, Black Diamond, Orion, Addepar, Plaid, and Salesforce among its integration partners, and says it offers API access for custom integrations. | Listed integrations include Addepar, Advyzon, Carta, Schwab, Coinbase, eMoney, Microsoft Dynamics, Orion, Redtail, Salesforce, Black Diamond, Wealthbox, Yodlee and Zocks. |
| Intended users | Vanilla describes its audience as advisors, planners, and attorneys serving clients across the wealth spectrum. | Wealth.com says clients access the service through a financial advisor or wealth strategist and receive a client portal to view reports, upload estate documents, and connect assets and liabilities. |
| Pricing model | Pricing is user-based by license type, and the subscription includes unlimited estate plans with no per-plan fee or usage cap. | Official pricing says contracts are annual, payable upfront or quarterly, based on advisor seats with volume discounts and no per-client or per-document fees. |
| Product | Vanilla is an AI-powered estate planning platform for financial advisors, planners, and attorneys. | Wealth.com describes itself as an AI-powered estate and tax planning platform built for financial advisors and institutions. |
| Security | Vanilla undergoes an annual SOC 2 Type II audit and reports clean audits since its SOC 2 audits began in 2022. | Wealth.com says it has completed a SOC 2 Type 2 audit and encrypts data in transit with TLS 1.2+ and at rest with AES 256-bit encryption. |
| Support | Subscription support includes onboarding, training, ongoing technical support, and access to in-house specialists for complex cases and document abstraction services. | Wealth.com states that it offers U.S.-based live chat, phone and email support, with average initial chat response under 90 seconds. |
Plans
Vanilla
- AdvancedPriced on request
- EnterprisePriced on request
- ExpertPriced on request
Wealth.com
- Estate PlanningPriced on request
- Estate Planning + Tax PlanningPriced on request
- Tax PlanningPriced on request
In their own words
Wealth.com
Wealth.com is an AI-powered estate and tax planning platform for financial advisors and institutions, with tools to create estate documents and assess client plans. Advisors can create revocable trusts, pour-over wills, last wills and testaments, financial powers of attorney, advance health care directives and guardianship nominations. Scenario Builder lets them examine tax implications, estate distributions and planning opportunities against a client’s current plan. Ester AI extracts, summarizes and visualizes estate plans and tax documents to surface client insights. Clients access the service through an advisor or wealth strategist, using a portal to view reports, upload documents and connect assets and liabilities. Listed integrations include Addepar, Advyzon, Carta, Charles Schwab, Coinbase, eMoney, Goldman Sachs Custody Solutions, Orion, Redtail, Salesforce, Black Diamond and Wealthbox; firms can also use the proprietary API and SFTP for custom connections. The company says data is stored in the U.S., encrypted in transit with TLS 1.2+ and at rest with AES 256-bit encryption, and not sold. It reports a completed SOC 2 Type 2 audit. Pricing is on request, with annual contracts payable in full or quarterly.