Everplans vs Wealth.com
Everplans
everplans.com
Wealth.com
wealth.comSide by side
| Figure | Everplans | Wealth.com |
|---|---|---|
| Price from | $8.33/mo | — |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Plans published | 3 | 3 |
| Spec score · Estate Planning Software | 9.1 (#1) | 7.7 (#12) |
| Encryption | Everplans says data at rest uses public/private key and AES256 encryption with unique keys for each user and Everplan, and communications use SSL with 2048-bit certificates. | Data is protected in transit with TLS 1.2 or newer and at rest with AES-256 encryption. |
| Funding | A 2014 Everplans release said the company had raised more than $3.45 million in seed funding, including a $2.075 million round. | Wealth.com announced a $65 million Series B on April 16, 2026, with investors including Titanium Ventures, PruVen Capital, K Fund, Dynasty, Schwab and GV. |
| Intended users | Everplans describes its service as helping individuals and families organize household and life information, and also offers a business solution for financial advisors. | Wealth.com says clients access the service through a financial advisor or wealth strategist and receive a client portal to view reports, upload estate documents, and connect assets and liabilities. |
| Support | The help center offers troubleshooting, billing, security, content and account articles and directs users to email support for human help. | Wealth.com states that it offers U.S.-based live chat, phone and email support, with average initial chat response under 90 seconds. |
| What it does | Everplans is a digital vault and planning app for organizing vital documents, household information and personal wishes, then sharing selected sections with trusted people. | Wealth.com provides financial advisors and wealth-management firms with an AI-powered platform combining estate planning, tax intelligence and client financial data. |
Plans
Wealth.com
- Estate PlanningPriced on request
- Estate Planning + Tax PlanningPriced on request
- Tax PlanningPriced on request
In their own words
Everplans
Everplans helps people organize, store, and securely share important information, documents, and personal decisions. Its planning system guides users through bite-size tasks, and the free plan includes algorithm-led guidance, a content library, and storage for up to three items. Premium costs $99.99 a year and adds unlimited items, premium content, specialized checklists, and secure sharing with trusted people called Deputies. Everplans says it sends reminders and alerts about important dates. The service is available on the web and iOS. The iOS app supports Face ID or Touch ID, contact imports, document uploads, and scanning key information from IDs. Premium users can import basic financial account details through Plaid, but balances are not imported and some institutions or accounts are unsupported. Everplans describes encryption for stored data and communications, says it is HIPAA compliant, and has undergone a SOC 2 Type II examination. It also offers a web-based professional service for financial advisors and states that it is not a licensed healthcare provider, medical professional, law firm, or financial advisory firm.
Wealth.com
Wealth.com is an AI-powered estate and tax planning platform for financial advisors and institutions, with tools to create estate documents and assess client plans. Advisors can create revocable trusts, pour-over wills, last wills and testaments, financial powers of attorney, advance health care directives and guardianship nominations. Scenario Builder lets them examine tax implications, estate distributions and planning opportunities against a client’s current plan. Ester AI extracts, summarizes and visualizes estate plans and tax documents to surface client insights. Clients access the service through an advisor or wealth strategist, using a portal to view reports, upload documents and connect assets and liabilities. Listed integrations include Addepar, Advyzon, Carta, Charles Schwab, Coinbase, eMoney, Goldman Sachs Custody Solutions, Orion, Redtail, Salesforce, Black Diamond and Wealthbox; firms can also use the proprietary API and SFTP for custom connections. The company says data is stored in the U.S., encrypted in transit with TLS 1.2+ and at rest with AES 256-bit encryption, and not sold. It reports a completed SOC 2 Type 2 audit. Pricing is on request, with annual contracts payable in full or quarterly.