New York, NY (March 8, 2017) - Financial advisors using Everplans Professional and Orion Advisor Services, LLC (“Orion”) now have a new tool to engage and grow their client base.
Garden Grove, CA (February 16, 2017) – Everplans, the leading online Life and Legacy planning platform, released a new feature today at the T3 Advisor Conference that enables Everplans Professional users to increase retention across generations and grow their business by establishing new relationships with their clients’ heirs and trusted contacts.
New York, NY (November 2, 2016) – New Research from Cerulli Associates and Everplans Explores Relationship between Advisors and Client Heirs; Concludes AUM at Risk: Survey finds majority of advisors believe they will continue to manage their clients' money, even if they don't know the heirs.
NEW YORK, NY (June 30, 2016) -- 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, announced today it has secured $6.4 million in Series A funding
New York, NY (November 4, 2015) – Everplans and Redtail Technology today announced a new relationship and completion of initial integration that will assist financial advisors, insurance professionals, CPAs, and attorneys as they support their clients with end-of-life planning.
New York, NY (Sept. 16, 2015) – The best intentions don't always translate into action when it comes to end-of-life planning according to research released today by Everplans.
The research suggests the biggest barrier to action is not consumer understanding of the importance of these plans, but rather the lack of access to a simple, easy way to put all these plans in place. Everplans is working to change that.
New York, NY (Dec. 23, 2014) - Everplans today announced that Generator Ventures has joined its roster of investors, bringing Everplans total funding to more than $6 million, validating Everplans business strategy and leadership position in the growing aging marketplace.
In addition, Everplans has named Anil Arora, President and Chief Executive Officer, Yodlee (Nasdaq: YDLE), to its Board of Directors. In this role, Anil will bring his significant experience in the financial services industry to help Everplans launch its enterprise platform to this market.
NEW YORK (June 13, 2014) -- As families celebrate Father's Day, leading lifespan planner, Everplans.com commissioned consumer market researcher Harris Poll to field an inaugural "A Father's Responsibility?" survey of more than 2,000 U.S. households to reveal prevailing responsibilities and expectations of fatherhood. The findings from the survey show that end of life planning is one of the most important responsibilities for married men (young and old) to take on.
NEW YORK (April 22, 2014) - Everplans today announced the close of $2.075 million in second round seed funding from co-investors including Scout Ventures; David McCabe, Chair of the Private Clients Group at Willkie Farr & Gallagher LLP; and Mark Seelig, Founding Partner of Meister Seelig & Fein LLP. Everplans, which was founded by repeat NYC tech entrepreneurs Adam Seifer and Abby Schneiderman, has raised more than $3.45 million in seed funding to date, including a first seed round of $1.375 million that closed in June 2013.
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New York, NY (Nov. 21, 2013) - Everplans, the technology startup revolutionizing the way people get their affairs in order, announced today a number of key hires including Editorial Director Gene Newman (former Editor-in-Chief of Maxim.com) and Chief Technology Officer Warren Habib (formerly of MTV Networks, Fotolog, and AddThis).
New York, NY (June 13, 2013) – Everplans today officially came out of stealth mode to announce its flagship site, Everplans.com, the most comprehensive end-to-end resource dedicated to making it easier to plan ahead for your family so they’re taken care of when you die.