CTO, Vanilla, an estate planning platform that allows advisors to unlock new value for clients and prospects #fintech #wealthmanagement #startup #saas
Seattle, WA
Joined March 2008
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Big milestone for us at @getvanilla! We’re introducing our new estate advisory platform, which reimagines how estate planning is done.
Amjad Hussain retweeted
AI is going to change the shape of how we do so many things in the future -- including estate planning. Vanilla CTO @amjadh breaks down 4 important ways AI will impact estate planning in the near and long term. ow.ly/v9Lp50NIK8F justvanilla.com/blog/the-fou…
With the launch of projections, customers can now use @getvanilla to understand how different variables (e.g., rate of return over a period of time) can affect a client’s estate, resulting in richer dialog, and better outcomes. Learn more at justvanilla.com/blog/project…
People sometimes ask me how @getvanilla helps our customers do things differently. Here’s a great example!
Curious how Vanilla might add value for your firm? See how FMB Wealth Management was able to use Vanilla to produce exceptionally designed estate plans more efficiently. Read the full customer story: ow.ly/IFAM50Mvy7w
Thinking and planning to take care of the people and causes you care about is something everyone should think about proactively! Learn more at the new Vanilla blog. justvanilla.com/blog/what-sh…
Webinar to learn more about how customers are using @getvanilla for #estateplanning. Check out the link below.
Join our webinar and learn to crawl, walk, and run your way into estate planning. You'll get real-world tips from @DogwoodWealth on how to incorporate estate planning into your process -- and the value it can bring. Register today: us02web.zoom.us/webinar/regi…
New Vanilla blog post that shows how advisors can add even more value during a down market! We’re working hard at reimagining a new modern experience for #estateplanning. Stay tuned, we’ll share more in the coming weeks and months!
It may seem counterintuitive, but in this down market, there's an opportunity for financial advisors to expand their relationships with clients. #financialplanning #estateplanning justvanilla.com/blog/how-fin…
Nice!
Check out our blog on what millennials are looking for from their financial advisors. Good read.
Learn more about what millennials are looking for from their financial advisors—and what it means for their estate planning needs in particular.
justvanilla.com/blog/millenn…
#estateplanning #financialadvisors #financialplanning #millennials #wealthmanagement
Amjad Hussain retweeted
We couldn’t be more excited to add Vanguard and Insight Partners as investors in Vanilla’s Series B as we reinvent estate planning. lnkd.in/g9e79bY9
Excited to share the news that we’ve raised Series B with Insight Partners. Will help us accelerate work at #Vanilla to reimagine #estateplanning.
We are excited to welcome Insight Partners to the Vanilla team as we reimagine the #estateplanning industry. lnkd.in/gft87_4P
#NFLX down >25% after hours. Earnings showed subscriber count ⬇️. Lots of changes in the streaming business in the last few years (content, competition). barrons.com/amp/articles/rok…
Good to see the hooks launch! CloudFormation customers can now run pre-checks before executing their workflows. Nice work team ;)
Announcing #AWS #CloudFormation Hooks! Now you can run custom logic before CloudFormation creates, updates, or deletes a resource in your AWS accounts. Learn more here: go.aws/3BkV6F5
A 🧵 on my new role and opportunities! As some of you know, I recently changed jobs and am now the CTO of an early stage startup, Vanilla - justvanilla.com (1/3)
We’re building a disruptive platform for estate planning and wealth management.We’re a remote first, innovative, and collaborative environment looking for leaders who want to make a big impact. (2/3)
I’m looking for engineers, product managers, and UX designers. If you, or someone you know, is interested, please ping me and let’s chat. Learn more at justvanilla.com/careers. (3/3)
