CTO, Vanilla, an estate planning platform that allows advisors to unlock new value for clients and prospects #fintech #wealthmanagement #startup #saas
Joined March 2008
- Tweets 736
- Following 407
- Followers 821
- Likes 1,972
49 Photos and videos
19 Apr 2023
Big milestone for us at @getvanilla! We’re introducing our new estate advisory platform, which reimagines how estate planning is done.
18 Apr 2023
We are thrilled to introduce the first fully integrated Estate Advisory Platform. See how Vanilla is completely reshaping how estate planning is done for advisors, attorneys and clients at our live launch event on May 16th at 10 AM PST/ 1 PM EST
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Amjad Hussain retweeted
13 Apr 2023
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…
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11 Apr 2023
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…
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19 Jan 2023
People sometimes ask me how @getvanilla helps our customers do things differently. Here’s a great example!
19 Jan 2023
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
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Amjad Hussain retweeted
25 Oct 2022
Excited to be speaking on a panel about “Digital transformation@work: how it started, how it’s going” . To attend the in person event events.economist.com/innovat…
25 Oct 2022
Day two of Innovation@Work US has begun in San Jose! With speakers from: Google, Taco Bell, Deutsche Bank, PwC, Mastercard, Hyatt Hotels, Schneider Electric, Rakuten Rewards, Kraft Heinz, UPS and more! Register to join us for our final virtual day tomorrow econ.st/3TRWtmK
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20 Oct 2022
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…
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19 Oct 2022
Webinar to learn more about how customers are using @getvanilla for #estateplanning. Check out the link below.
18 Oct 2022
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…
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4 Oct 2022
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!
4 Oct 2022
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…
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5 Aug 2022
Nice!
Amazon acquires Roomba robot vacuum makers iRobot for $1.7 billion theverge.com/2022/8/5/232933…
26 May 2022
Check out our blog on what millennials are looking for from their financial advisors. Good read.
25 May 2022
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
28 Apr 2022
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
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28 Apr 2022
Excited to share the news that we’ve raised Series B with Insight Partners. Will help us accelerate work at #Vanilla to reimagine #estateplanning.
28 Apr 2022
We are excited to welcome Insight Partners to the Vanilla team as we reimagine the #estateplanning industry. lnkd.in/gft87_4P
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20 Apr 2022
#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…
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11 Feb 2022
Good to see the hooks launch! CloudFormation customers can now run pre-checks before executing their workflows. Nice work team ;)
10 Feb 2022
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
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14 Dec 2021
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)
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14 Dec 2021
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)
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14 Dec 2021
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)
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