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Zenplans

Digital estate planning platform

Zenplans logo
1-20 employees
  • B2B
  • Internal tools
  • Financial Services
Finchley, London, UK

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Company mission

To transform how advisors help clients organise and manage their affairs in today's digital world, so they can provide clients and their families with peace of mind during one of life's most challenging moments.

Our take

These days, everything is digitising, but one thing being left behind is estate planning. In the already difficult time of losing a loved one, sifting through mountains of paperwork to arrange their affairs can be daunting - which is where Zenplans comes in.

Through Zenplan's cloud-based platform, people can gather all their important life information in one place, making it easy for those they leave behind to access in an emergency. It is designed to be used by estate planners and advisors, allowing them to improve their customer service by bringing their practices into the digital age.

Zenplan has seen substantial investment from Withers, a global law firm. It will offer the service to its clients in the UK, with plans to roll it out across other markets in the future. With this, Zenplans has established a solid foundation for growth and it will certainly be interesting to see how it builds on this going forward.

Steph headshot

Steph

Company Specialist at Welcome to the Jungle

Benefits

  • Share options
  • 25 holiday days
  • Wellbeing allowance
  • Team events

Company values

  • "If I am not for myself, who will be for me?" - take ownership and have pride in your work
  • "If I am only for myself, what am I?" - support the team and learn from each other
  • "If not now, when?" - be proactive to get the most out of your time with Zenplans

Leadership

Stephen Moses

(Director)

Spent four years at EY, ultimately as a Senior Management Consultant. Graduated in Economics from the University of Nottingham.