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Tran, Emily
Chief Technology Officer
Financial Planning
Luminaries 2026 Impact Statement
When Emily Tran joined Vanilla as Vice President of Marketing in June 2025, she made a deliberate choice: don't sell the product, teach the profession. Advisors avoid estate planning because they lack education. A marketing function built around closing that gap would create something more durable than a pipeline. It would create a movement. In under a year, she built it. Emily scaled a webinar program that more than doubled advisor registrations, championed original research through the State of Estate Planning Report and the inaugural Women & Wealth report, and led go-to-market execution across a U.S. patent, a major product launch, and partnerships with Carson Group, Cetera, Osaic, and Vanguard. Vanilla nearly doubled its active advisor base. Marketing-influenced pipeline grew more than 100%.
