Everplans organizes details related to health, finances, and end-of-life planning, allowing users to organize personal, family, and digital information in one safe place. This is self-described as a service to simplify life management.

Everplans

Wealthgate Trust provides trust strategy services and implements bespoke trusts that align with financial strategies. The firm aims to understand family needs across generations.

Wealthgate Trust

WealthTec provides technology solutions for financial and estate planning, self-described as focused on improving management and planning in these sectors.

Metric
Company Name	Everplans	Wealthgate Trust	WealthTec
Symbol
MSH ID	COM:EVERPLANS	COM:WEALTHGATETRUST	COM:WEALTHTEC
Market	PRIVATE	PRIVATE	PRIVATE
Sector	Commercial & Professional Services	Financial Services & Finance	Financial Services & Finance
Industry	Life Planning Service	Trust Services	Financial Technology
Country	US	US	US
Stage	Series A
Employee Count
Website	everplans.com	wealthgatetrust.com	wealthtec.com
LinkedIn
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic	138.63K	88
Web Traffic Growth	1.46	1.32
Valuation
Raised Capital	6.40M

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EVER

COM:EVERPLANS

Everplans

Company Overview

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