NEW YORK — Everplans, an online estate and legacy planning platform that guides people through creating, storing, and securely sharing all of the important plans and information their family would need in one place, has secured $6.4 million in Series A funding. Investors include Transamerica Ventures, the corporate venture arm of Transamerica and Aegon, and RGAx, a subsidiary of Reinsurance Group of America, Incorporated (NYSE: RGA). The round was led by NYC-based venture fund Mousse Partners.
The Series A funding provides continued momentum to Everplans. In May 2015, the company announced the launch of Everplans Professional, an enterprise version of their platform, which enables financial advisors, insurance agents, and estate planning attorneys to offer Everplans accounts directly to clients and to collaborate with them on the creation of their plans. More than 100 firms are currently offering Everplans to clients. All Everplans users also gain access to a rich content library; thousands of articles, resources, and checklists are provided to guide and motivate users step-by-step through the planning process.
“Hundreds of thousands of people visit our site each month. Through our retail and enterprise platforms tens of thousands of plans have been created by people who understand the importance of getting financial assets, estate planning, household information, and legacy wishes organized and the positive impact it will have on their families,” said Everplans co-Founder and co-CEO Abby Schneiderman. “Our mission is to help everyone become a hero to his or her family by creating and sharing this kind of plan. We are thrilled to be working with this group of investors who can help us further our mission by getting Everplans into the hands of millions of people and their trusted advisors.”
The company plans to grow its team and continue developing innovative products while eying expansion of its professional platform into the insurance, human resources, and health care industries.
“The addition of Everplans will help advance Transamerica’s mission: to help people achieve a lifetime of financial security, and extend our ability to serve customers with a more consistent, full-life offering via our vast network,” said David Macmillan, Chief Marketing Officer, Transamerica. “We are excited to invest in and partner with Everplans, and we look forward to more announcements in the coming year as we bring our collaborative work to market.”