What is Everplans?
Everplans operates at the intersection of fintech and personal organization, providing a comprehensive digital vault for vital life information. By offering a secure platform for storing documents, account credentials, and end-of-life directives, the company addresses the critical market need for streamlined estate management and stress reduction. Its dual-tier model, featuring both a free base application and a premium subscription service, positions Everplans as a scalable solution for both individual consumers and enterprise partners seeking to offer value-added services to their clients. The platform's integration of educational resources and automated alerts further solidifies its role as a holistic digital assistant for complex life administration.
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 Reinsurance Group of America, Mousse Partners, and Aegon
Debt (2017): $2.8M, investors not publicly disclosed
Debt (2020): $350K featuring PPP
Key Investors in Everplans
Reinsurance Group of America
Reinsurance Group of America is a global life and health reinsurance leader providing traditional and asset-intensive financial solutions to insurers across more than 70 countries.
Aegon
Aegon is an international financial services firm specializing in life insurance, retirement solutions, and asset management, dedicated to helping clients achieve long-term financial security.
Scout Ventures
Scout Ventures is an early-stage venture capital firm focused on frontier technologies and enterprise SaaS, providing deep domain expertise to help founders scale effectively.
What's next for Everplans?
With a history of major enterprise-level funding, Everplans is well-positioned to deepen its market penetration within the insurance and financial services sectors. The company's strategic focus likely involves expanding its B2B2C distribution channels, leveraging partnerships with major financial institutions to integrate its planning tools into broader wealth management ecosystems. As the demand for digital legacy solutions grows, Everplans is expected to prioritize product enhancements that improve user engagement and data security, ensuring it remains the industry standard for personal information management and estate preparedness.
See full Everplans company page
