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In this episode, we speak with Gene Farrell, President and CEO of Vanilla, a wealth management technology company simplifying how advisors deliver estate planning at scale. Founded in 2019, Vanilla’s platform helps financial advisors, planners, and attorneys create personalized estate strategies through automation and data integration. The company’s software has processed tens of thousands of planning documents and is used by leading wealth management firms including Mariner Wealth Advisors and Vanguard.

Gene joined Vanilla in 2021 after executive roles at Smartsheet, Amazon Web Services, and The Coca-Cola Company. Drawing on his background in building high-growth technology businesses, he now leads Vanilla’s mission to make estate planning more efficient, accessible, and impactful for advisors and their clients.

Gene supports National Ability Center. To learn more about this organization click here.

I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.