What is Everplans?
Everplans operates at the intersection of fintech and personal organization, providing a comprehensive digital vault for individuals to store, manage, and share vital documents, account credentials, and end-of-life instructions. The platform addresses the growing market demand for secure, accessible, and organized life management tools, effectively reducing the administrative burden and anxiety associated with estate planning. By offering both a free base application and a premium tier, Everplans captures a broad user base while positioning itself as a necessary utility for modern digital life. Its market position is further bolstered by strategic partnerships with financial institutions and insurance providers, integrating its services into broader wealth management and protection ecosystems.
How much funding has Everplans raised?
Everplans has raised a total of $19.4M across 9 funding rounds:
Other Financing Round
$1.4M
Multiple Rounds
$4.8M
Debt
$525K
Private Equity
$3.2M
Series A
$6.4M
Debt
$2.8M
Debt
$350K
Other Financing Round (2013): $1.4M with participation from Scout Ventures
Private Equity (2014): $1.7M, investors not publicly disclosed
Angel/Seed (2014): $2.1M supported by Scout Ventures
Private Equity (2014): $956K, investors not publicly disclosed
Debt (2015): $525K, investors not publicly disclosed
Private Equity (2016): $3.2M, investors not publicly disclosed
Series A (2016): $6.4M led by Aegon, Reinsurance Group of America, and Mousse Partners
Debt (2017): $2.8M, investors not publicly disclosed
Debt (2020): $350K featuring PPP
Key Investors in Everplans
Aegon
Aegon is an international financial services company providing life insurance, pensions, and asset management, focusing on long-term financial security for global customers.
Reinsurance Group of America
A global life and health reinsurance company that provides traditional life, health, and financial solutions to insurers across more than 70 countries.
Scout Ventures
An early-stage venture capital firm specializing in frontier technologies and enterprise SaaS, providing deep domain expertise to help founders scale.
What's next for Everplans?
With the support of major institutional backers, Everplans is well-positioned to expand its enterprise footprint and deepen its integration within the financial services industry. The recent capital infusion will likely be directed toward enhancing the platform's security architecture, scaling user acquisition efforts, and refining the user experience to meet the evolving needs of a digital-first demographic. As the company continues to mature, its focus will likely shift toward deepening its B2B2C distribution channels, enabling insurance carriers and financial advisors to offer Everplans as a value-added service to their clients. This strategic pivot aims to solidify the company's role as the standard-bearer for digital legacy management in an increasingly digitized global economy.
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