# Everplans

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/everplans

- Industry: Financial Services
- Headquarters: New York, US
- Website: www.everplans.com
- Total disclosed funding: $8.5M
- Latest round: Series A (Jun 30, 2016)
- Investors on record: 4

## About

Everplans is a digital platform that enables individuals and families to securely organize and manage essential life details and documents, ensuring accessibility and ease of use for various planning needs.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 secured a total of USD 6.40 mn in funding, culminating in a SERIES A round led by Mousse Partners on January 25, 2021. The company has completed 5 deals to date and was fully acquired by National Guardian Life Insurance Company in the same month.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documents, such as family records, IDs, and vital information, effectively reducing reliance on physical notes or outdated files.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 is available in the United States and Canada, focusing on the North American market.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. Everplans' flagship services, which include the secure organization of personal and family documents, enhance its appeal to consumers, contributing to a robust and growing user base.Looking ahead, Everplans aims to develop new product features to enhance its platform for users. The recent funding will support these initiatives and facilitate the company's entry into additional markets. 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.

## Funding rounds

- Series A, Jun 30, 2016, $6.4M — Mousse Partners, Transamerica Ventures, RGAx
- Seed, Apr 22, 2014, $2.1M — Scout Ventures

## Investors

- Scout Ventures (https://capitalatlas.ai/funds/scout-ventures) — Seed
- Mousse Partners — Series A
- Transamerica Ventures (https://capitalatlas.ai/funds/transamerica-ventures) — Series A
- RGAx — Series A