Steve Lockshin's self-funded Vanilla gets Rockefeller VC funding after it shows it can tidy up an RIA client and put her or him in a Zoom room with an estate lawyer

The serial successful RIA entrepreur in Los Angeles is shooting for a real Wall Street/Silicon Valley unicorn success story that starts with bringing in Venrock and Michael Jordan to think big early

Author Brooke Southall September 10, 2021 at 3:24 AM

1 Comment

Steve Lockshin: We have 400 advisors, but I want the Merrill Lynches, Schwabs, Vanguards and Goldman Sachses.

Steve Lockshin

Marty Bicknell

Venrock

Vanilla

Jeff Spears

September 10, 2021 — 7:50 PM

Steve is smart AND tenacious. He never gives up:)

Mentioned in this article:

Mariner Wealth Advisors
RIA Welcoming Breakaways, RIA Serving Endowments/Foundations, Advisory Firm
Top Executive: Marty Bicknell

Steve Lockshin's self-funded Vanilla gets Rockefeller VC funding after it shows it can tidy up an RIA client and put her or him in a Zoom room with an estate lawyer

Jeff Spears

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Steve Lockshin's self-funded Vanilla gets Rockefeller VC funding after it shows it can tidy up an RIA client and put her or him in a Zoom room with an estate lawyer

Jeff Spears

RIABiz Directory

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