About Everplans
Everplans is a Professional & Legal Services company based in New York (United States) founded in 2012 by Abby Schneiderman and Adam Seifer, and was acquired by National Guardian Life Insurance in January 2021. Will planning and storage vault platform. Everplans has raised $16.4 million across 6 funding rounds from investors including Transamerica Ventures, RGAX and Mousse Partners. Its chief executive, as recorded, is Abby Schneiderman. Its website everplans.com draws about 48 thousand monthly visits. Everplans offers products and services including Everplans App and Everplans Premium. Its focus areas include Enterprise Applications, Legal Tech, Legacy Planning and Storage Vault. Its competitors include Trust and Will, Vanilla and Trustworthy; 3 of its 3 listed competitors have raised funding.
Company details
Everplans was founded in 2012 in New York, United States, as a platform focused on legacy planning. Legal and insurance documents are stored, shared, and organized by users. Access is provided to articles, videos, and checklists for guidance. Alerts and reminders are issued for important dates. Operations center on digital tools for end-of-life preparation in the estate planning sector.
- Headquarters New York, United States
- Founders Abby Schneiderman, Adam Seifer
- Stage Acquired
- SectorsProfessional & Legal Services
- Website category Community and Society · Decease
- Website everplans.com
- Social LinkedIn X Facebook Instagram
- Acquired by National Guardian Life Insurance (Jan 2021)
- Total Equity Funding$16.4M (USD)
in 6 rounds
- Latest Funding Round$2.75M (USD), Debt – Conventional
Jul 2017
- InvestorsTransamerica Ventures
& 7 more
- Acquired byNational Guardian Life Insurance
(Jan 2021)
Products & Services of Everplans
Everplans offers a comprehensive portfolio of products and services, including Everplans App and Everplans Premium.
Secure app for managing and sharing personal documents and life information.
Enhanced features for advanced organization, reminders, and alerts.
Apps and channels of Everplans
Everplans publishes 1 mobile app.
Funding Insights of Everplans
Everplans has successfully raised a total of $16.4M across 6 strategic funding rounds. The most recent funding activity was a Debt – Conventional round of $2.75 million completed in July 2017. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $16.4M
- Total Rounds 6
- Last Round Debt – Conventional — $2.75M
- First Round $1.38M
(Jun 2013)
- Investors Count 7
All 6 funding rounds of Everplans with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2017 | $2.75M | Debt – Conventional | – | – | – |
| Jun 2016 | $6.4M | Series A | – | Mousse Partners | |
| Sep 2015 | $525,000 | Seed | – | – | – |
| Dec 2014 | $6M | Seed | – | Generator Ventures | – |
| Feb 2014 | $2.1M | Seed | – | – | |
| Jun 2013 | $1.38M | Seed | – | – | – |
8 investors in total: 6 institutional and 2 angel.
Investors in Everplans
Everplans has secured backing from 8 investors, including venture fund and angel investors. Prominent investors backing the company include Transamerica Ventures, RGAX and Mousse Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Corporate-backed venture capital firm focused on fintech, healthcare, and multiple sectors | transamericaventures.com | New York, United States | ||
| rgax.com | ||||
Venture capital fund focused on multiple sectors | mousse-partners.com | New York, United States | ||
| generatorvc.com | ||||
Early-stage venture capital investments in frontier technologies are made. | scoutventures.com | |||
DM David McCabe | unknown_b82eb54b4ee640538 | |||
MS Mark Seelig | unknown_9ce782afb9bc42eea | |||
| nglic.com |
Investor details for Everplans
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Everplans
10 people are tracked at Everplans (6 in leadership, 4 in team).
| Name | Role | Group |
|---|---|---|
Abby Schneiderman | Co-Founder & Co-CEO | Leadership |
Adam Seifer | Co-Founder & Co-CEO | Leadership |
Yariv Alpher | Head of Marketing | Leadership |
Yoko Nakano | Senior Director of Product Management | Leadership |
Gene Newman | VP Editorial & Education Director | Leadership |
Warren Habib | Chief Information & Security Officer | Leadership |
Eloise Whritenour | Customer Success Manager | Team |
Lisa Penberthy | Recruiting Manager | Team |
Sarah Bunnell | SVP, Enterprise Accounts & Customer Success | Team |
Casey Kait | Internal Recruiter | Team |
Complete people profiles for Everplans
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Everplans
4 dated milestones of Everplans across 9 years, from founding to its latest funding, stage changes and deals.
- Founded Everplans is founded.
- Funding First funding round of $1.4M.
- Funding Latest funding round, Debt – Conventional, of $2.8M.
- Exit Acquired by National Guardian Life Insurance.
Competitors of Everplans
Everplans has 3 listed competitors in our database, 3 of them funded. They include Trust and Will, Vanilla and Trustworthy.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| trustandwill.com | 2017 | San Diego, United States | $69.01M | 87 | Legal will planning solutions are provided through a cloud-based platform. | |
| justvanilla.com | 2019 | Los Angeles, United States | $84.26M | Solutions for estate planning are provided to investment advisors. | ||
| trustworthy.com | 2019 | United States | $15.58M | Will planning platform |
Detailed competitors of Everplans
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Everplans
The website of Everplans (everplans.com) receives about 48.2K visits a month and ranks #514,604 among all websites worldwide, #8,652 in Decease.
- Monthly visits48.2K
▼ 10.7% vs previous month
- Unique visitors28.4K
per month
- Global rank#514,604
among all websites
- Category rank#8,652
Community and Society · Decease
- Bounce rate39%
- Pages per visit3.2
- Average visit1 min 17 sec
- DevicesDesktop 42% · Mobile 58%
Websites whose visitors overlap most with Everplans. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| dignitymemorial.com | 100% | 12.5M | #6,171 | View details | |
selectedfuneralhomes.org | selectedfuneralhomes.org | 99% | #3,175,956 | – | |
legacyassuranceplan.com | legacyassuranceplan.com | 85% | #1,659,245 | – | |
| yourtribute.com | 84% | 680.7K | View details | ||
crownhill.org | crownhill.org | 83% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 35 similar websites and full traffic analytics for Everplans
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 35 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Legal Tech
3 companies that operate in the same segment as Everplans (Legal Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
AI-powered legal research assistance is provided to law firms. | 2022 | San Francisco, California, United States | USD 1.82 B | 1,840 | ||
Cloud and AI-based electronic signatures and contract management are provided. | 2003 | San Francisco, California, United States | USD 520 M | USD 3.22 B | 6,840 | |
Contract lifecycle management software is developed using AI-powered intelligence. | 2016 | San Carlos, California, United States | USD 154.69 M |
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Related news about Everplans
Complete news archive for Everplans
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Frequently Asked Questions about Everplans
Everplans was founded in 2012 and raised its 1st funding round 1 year after it was founded.
Everplans is headquartered in New York, United States. It is registered at New York, New York, United States.
Abby Schneiderman is the CEO of Everplans, as recorded in our data. They have also founded this company.
Everplans is a funded company, having raised a total of $16.4M across 6 funding rounds to date. The company's 1st funding round was a Seed of $1.38M, raised on Jun 2013.
Everplans was founded in 2012 in New York, United States, as a platform focused on legacy planning. Legal and insurance documents are stored, shared, and organized by users. Access is provided to articles, videos, and checklists for guidance. Alerts and reminders are issued for important dates. Operations center on digital tools for end-of-life preparation in the estate planning sector.
Everplans's top competitors include Trust and Will, Vanilla and Trustworthy.
Everplans offers Everplans App and Everplans Premium.
Everplans has 8 investors. Key investors include Transamerica Ventures, RGAX, Mousse Partners, Generator Ventures, and Scout Ventures.
Yes. Everplans was acquired by National Guardian Life Insurance in January 2021.
Yes. Everplans publishes Everplans.