Everplans, a NYC-based online estate and legacy planning platform, secured $6.4m in Series A funding.
The round was led by NYC-based venture fund Mousse Partners with participation from Transamerica Ventures, the corporate venture arm of Transamerica and Aegon, and RGAx, a subsidiary of Reinsurance Group of America, Incorporated (NYSE: RGA).
The company intends to use the funds to grow its team and continue developing innovative products while expanding its professional platform into the insurance, human resources, and health care industries.
Led by Adam Seifer and Abby Schneiderman, Everplans provides an online estate and legacy planning platform that guides people through creating, storing, and sharing plans and information their family will need in the future in a single place. Users also gain access to a content library, articles, resources, and checklists.
In May 2015, the company launched 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 estate plan that aggregates financial, health, personal, digital, and legacy information in one accessible place.
More than 100 firms are currently offering Everplans to clients.