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Vanilla Estate Planning Platform Wins Backing From Edward Jones

News August 15, 2024 at 10:02 AM
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What You Need To Know

  • The fundraising round is led by returning investor Insight Partners.
  • The scale of the new backing is similar to what the firm achieved in a 2022 capital raise.
  • Industry trends are driving major interest in streamlined and modernized estate planning services.
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