Spotted: Everplans’ New Look

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Refresher: Everplans is a New York-based company (and a team of ~25) established in 2012. It has raised $15.5m in funding from several investors, including Transamerica Ventures, for its online estate and legacy planning platform that offers document management starting at $75 a year for individuals, and $196 a month for advisors.

L&H

Behind the Scenes: The Acquisition of Everplans

By Shefi Ben-Hutta ·

Needless to say, anyone who invested in this business lost money because it had no right to exist in the first place - not as a standalone business anyhow.

Financials

NGL acquires Everplans

By Shefi Ben-Hutta ·

Everplans will remain a separate entity and operate as a wholly owned subsidiary of NGL.

Opinion

Shortcuts & Shortcomings

By Shefi Ben-Hutta ·

But this isn't a story on COVID-related mishaps. It's a story on insurers that are lured to go where no customer wants to go as if 'insurance' in itself isn't enough of a turn-off.

Investments

Transamerica Ventures invests in Everplans

By Avi Ben-Hutta ·

NY-based online estate and legacy planning platform, Everplans, has secured $6.4 million in a Series A funding round led by...

Spotted: Everplans’ New Look

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Behind the Scenes: The Acquisition of Everplans

NGL acquires Everplans

Shortcuts & Shortcomings

Transamerica Ventures invests in Everplans