Everplans

New York, United States Founded: 2012 • Age: 14 yrs Acquired By National Guardian Life Insurance
Will planning and storage vault platform
Annual revenue - Latest available
Total funding $16.4M 6 rounds
Employees - Tracked headcount
Investors 8 Known backers
Products 2 Services tracked
Competitors 9 Brand Intelligence

About Everplans

Everplans is a company based in New York (United States) founded in 2012 by Abby Schneiderman and Adam Seifer was acquired by National Guardian Life Insurance in January 2021. Everplans has raised $16.4 million across 6 funding rounds from investors including Transamerica Ventures, RGAX and Mousse Partners. Everplans offers products and services including Everplans App and Everplans Premium. Everplans operates in a competitive market with competitors including Tomorrow, Trust and Will, Vanilla, Trustworthy and Cake, among others.

  • Headquarter New York, United States
  • Founders Abby Schneiderman, Adam Seifer
  • Sectors
    Professional & Legal Services
  • Phone
    Locked
  • Website
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  • Social
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Operational Areas
Professional & Legal Services → Legal Technology Services Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $16.4 M (USD)

    in 6 rounds

  • Latest Funding Round
    $2.75 M (USD), Debt – Conventional

    Jul 20, 2017

  • Investors
  • Employee Count
    Not available
  • Acquired by
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Products & Services of Everplans

Everplans offers a comprehensive portfolio of products and services, including Everplans App and Everplans Premium.

Product name locked
Category locked
Primary

Secure app for managing and sharing personal documents and life information.

Product name locked
Category locked
Locked

Enhanced features for advanced organization, reminders, and alerts.

People of Everplans

Headcount 10-50
Employee Profiles 11
Employee Profiles
People
Eloise Whritenour
Customer Success Manager
People
Lisa Penberthy
Recruiting Manager
People
Adam Seifer
Co-Founder & Co-CEO
People
Sarah Bunnell
SVP, Enterprise Accounts & Customer Success

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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.

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.

All
Venture Fund
Angel
Investor Description Founded Year Domain Location
Corporate-backed venture capital firm focused on fintech, healthcare, and multiple sectors
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Venture capital fund focused on multiple sectors
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Investor details for Everplans

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

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Investments & Acquisitions by Everplans

Investments
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Investment portfolio details for Everplans

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  • Portfolio identities
  • Transaction dates
  • Round details
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Financial Statements - Everplans

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Detailed financials for Everplans

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  • Profit trends
  • Statement rows
  • Financial ratios

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Everplans Comparisons

Everplans Primary company
Description
Will planning and storage vault platform
Location
New York, United States
Founded Year
2012
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Everplans

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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Competitors of Everplans

Everplans operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Tomorrow, Trust and Will, Vanilla, Trustworthy and Cake, among others.

Company Name Domain Founded year HQ Location Description
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Carbon footprint of daily activities is tracked via mobile software.
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Legal will planning solutions are provided through a cloud-based platform.
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Solutions for estate planning are provided to investment advisors.
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Will planning platform
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Online platform that provides end of life planning
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Detailed competitors of Everplans

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  • Domains and locations
  • Full company profiles
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Latest news on Everplans

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Complete news archive for Everplans

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  • Source and publication date
  • Older coverage
  • Brand-specific news history

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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 current CEO of Everplans. They have also founded this company.

Everplans is a funded company, having raised a total of $16.4M across 6 funding rounds to date.

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.

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