Everplans

Financial ServicesSeries ANew York, USeverplans.com

Latest round

Series A

Last raised

Jun 2016

Total raised

$8.5M

Investors

4

About Everplans

Founded in 2010 and headquartered in New York, US, Everplans provides a digital service focused on helping individuals and families streamline their important documents. The company was co-founded by Abby Schneiderman, Adam Seifer, and Kayla Williams.Everplans offers a comprehensive digital platform designed to help individuals and families organize important life details in a secure and accessible manner. The core product allows users to manage critical documents, such as family records, IDs, and vital information, effectively reducing reliance on physical notes or outdated files. Additionally, Everplans provides features for secure sharing of sensitive items with trusted contacts, as well as access to educational resources like articles, videos, and checklists that guide users through personal organization and planning. The platform is designed for a wide range of end users, including families, individuals preparing for life transitions, and those engaged in estate planning.Everplans operates primarily on a subscription-based revenue model, offering both a free base version and an upgraded Everplans Premium subscription. The Premium service, which provides additional features and functionalities, is an essential component of the company’s revenue stream. Transactions typically involve customers subscribing directly to the platform, with payment processed monthly or annually based on the chosen plan. The pricing structure for individual subscriptions is tiered, allowing users to select a plan that best fits their organizational needs.Looking ahead, Everplans aims to develop new product features to enhance its platform for users. There is a focus on expanding operations in regions beyond North America, although specific markets have yet to be disclosed. The strategic acquisition by National Guardian Life Insurance Company positions Everplans to leverage new resources for growth.

Who invested in Everplans

4 investors across 2 rounds

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Funding rounds

  1. Series A

    Jun 30, 2016

    Amount

    $6.4M

    Investors

    Locked

  2. Seed

    Apr 22, 2014

    Amount

    $2.1M

    Investors

    Locked

Questions about Everplans

Who invested in Everplans?

Everplans has 4 investors on record across 2 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.

How much funding has Everplans raised?

Everplans has raised 2 venture rounds. Sign up free to see how much each round raised and the total.

When did Everplans last raise money?

Everplans's most recent round on record is a Series A, in Jun 2016.

What does Everplans do?

Founded in 2010 and headquartered in New York, US, Everplans provides a digital service focused on helping individuals and families streamline their important documents.

Where is Everplans headquartered?

Everplans is headquartered in New York, US.

Which VCs invest in companies like Everplans?

Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at Everplans's stage. Their profiles are linked below.

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