FinovateSpring 2019 / Everplans
Presenter Profile:
How they describe themselves: Everplans is a platform that helps people organize, securely store, share and keep up-to-date all of the critical information they need at their fingertips, and that their family may need in the event that something happens to them.
How they describe their product/innovation: The Everplans Professional platform makes you indispensable to your clients and helps you to facilitate more meaningful interactions, establish new connections, strengthen existing relationships, and open the door for multi-generational conversations.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev.: Harris Scher, VP Strategic Partnerships, harris@everplans.com, 646-503-5128
Press: Jennifer Newman, Media and Communications, jennifer.newman@everplans.com, 917-587-9462
Website: everplans.com
LinkedIn: linkedin.com/company/everplans
Twitter: @Everplans
HQ: New York, NY
Founded: 2012 – Professional Platform launched in 2015
Product Demoed: Everplans Professional
Presenters: Harris Scher (VP Strategic Partnerships)
- Key Executives
Abby Schneiderman (Co-CEO & Co-Founder), Adam Seifer (Co-CEO & Co-Founder)
Key Stats
- Key Board Members
Abby Schneiderman (Co-CEO, Everplans), Adam Seifer (Co-CEO, Everplans), Anil Arora (Yodlee), Joe Landy (CEO, Warburg Pincus), Mark Showers (RGAX)
- Key Investors
RGAX, Transamerica Ventures, Scout Ventures
- Key Advisory Board Members
Ann Sardini (fmr CFO, Weight Watchers International), David J. McCabe (Esq. Sr Partner, Chair of the Private Clients Group of the international law firm of Wilkie Farr & Gallagher LLP)