Everplans is a life and legacy planning company dedicated to transforming the way people get their families organized - from providing content helping people through the tough questions to the service that organizes and helps users securely share everything from wills and insurance policies to your pet's needs and even favorite family recipes. Everplans Professional is used by financial professionals across the country who want to take multigenerational planning to the next level.
Everplans was founded in 2011 by Adam Seifer and Abby Schneiderman, entrepreneurs with a passion for helping people and a proven track record of creating successful online communities.
FutureVault is a category leader in AI-powered Digital Vaults, Intelligent Document Infrastructure, and Intelligent Document Processing (IDP) for BFSI enterprises and firms, and the pioneer of the Client Life Management Vault™.
FutureVault's platform is built on three layers:
1) The Document Layer that automates ingestion, aggregation, and centralization of client, advisor, and enterprise documentation;
2) The Governance Layer that enforces role-based permission hierarchies, regulatory controls, and data privacy controls; and
3) The Intelligence Layer that leverages embedded AI and private LLMs to extract data from documents, surface advisor-client insights, and automate Next-Best-Actions, turning the document layer into a continuous intelligence engine.
FutureVault is recognized as a leader in WealthTech integrations, connecting with the broader WealthTech ecosystem through more than 1,000 open API endpoints, and connectivity to the broader AI ecosystem with MCP connectivity.
FutureVault is SOC 2 Type II and PCI DSS compliant and is recognized as a 5-star WealthTech provider and a Top 100 Global WealthTech Innovator.
The Foundation for a Better Life creates public service campaigns to communicate the values that make a difference in our communities - values such as honesty, caring, optimism, hard work, and helping others. These messages, communicated utilizing television, theatres, billboards, radio, internet, etc., model the benefits of a life lived by positive values. The Foundation encourages others to step up to a higher level and then to pass on those positive values they have learned. These seemingly small examples of individuals living values-based lives may not change the world, but collectively they will make a difference. And in the process help make the world a better place for everyone. After all, developing values and then passing them on to others is The Foundation for a Better Life.
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