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.

http://www.prnewswire.com/news-releases/everplans-secures-64-million-in-series-a-funding-300292515.html