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
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

RIABiz Directory

White Paper Postings

Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

Directory

Archives

Connect

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

.css-1ry76po{display:inline;font-size:1em;color:#fff;}.css-1ry76po p{display:inline;}.css-1ry76po:hover,.css-1ry76po:focus{color:#c5d9eb;-webkit-text-decoration:underline;text-decoration:underline;}White Paper Postings

.css-1d1ry76{padding-top:12px;padding-bottom:12px;}Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

.css-1wxybbc{display:inline;font-size:1rem;color:inherit;}.css-1wxybbc p{display:inline;}.css-1wxybbc:hover,.css-1wxybbc:focus{color:#c5d9eb;-webkit-text-decoration:underline;text-decoration:underline;}Directory

Archives

Connect

White Paper Postings

Special Sections

Directory