When was EncorEstate Plans founded?

EncorEstate Plans was founded in 2021.

Where is EncorEstate Plans located?

EncorEstate Plans is headquartered in Seattle, United States.

Who is the current CEO of EncorEstate Plans?

Matt Morris of EncorEstate Plans.

How many employees does EncorEstate Plans have?

As of Apr 30, 2026, the latest employee count at EncorEstate Plans is 15.

Is EncorEstate Plans a funded company?

EncorEstate Plans is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does EncorEstate Plans rank among its competitors?

EncorEstate Plans ranks 2nd amongst 10 active competitors, of which 4 are funded. It stands 5th in terms of total funding among its competitors. The most recent competitor to raise funding was Wealth, which secured $65M in Apr, 2026.

Who are the top competitors of EncorEstate Plans?

EncorEstate Plans' top competitors include Wealth, Luminary and Trustate. Among them, Wealth secured the most recent funding round in April, 2026.

EncorEstate Plans - 2026 Company Profile, Team & Competitors

Company Details

Estate planning software built for financial advisors. Partnered with financial advisors to create estate plans for clients which empowers financial advisors to grow their practices. Plans team and the advisors get new branding and an updated software experience.

Website: www.encorestateplans.com/
Email ID: *****@encorestateplans.com

Key Metrics

Founded Year

2021

Location

Seattle, United States

Stage

Unfunded

Ranked

2^nd among 10 active competitors

Employee Count

15 as on Apr 30, 2026

Similar Companies

Wealth & 9 more

View EncorEstate Plans' full profile

EncorEstate Plans has not raised any funding rounds yet.

EncorEstate Plans' employee count trend

EncorEstate Plans has 15 employees as of Apr 26. Here is EncorEstate Plans's employee count trend over the years:

Employee count trend for EncorEstate Plans

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Top competitors of EncorEstate Plans include Wealth, Luminary and Trustate. Here is the list of Top 10 competitors of EncorEstate Plans, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Wealth 2021, Tempe (United States), Series B	Online estate planning platform	$111M	Google Ventures, Anthos Capital & 12 others	65/100
2nd	EncorEstate Plans 2021, Seattle (United States), Unfunded	Estate planning software built for financial advisors	-	-	40/100
3rd	Luminary 2022, New York City (United States), Series A	Developer of AI-powered software for trust and estate planning professionals	$9.5M	8VC, LeFrak & 3 others	37/100
4th	Trustate 2020, New York City (United States), Seed	Cloud based estate planning software provider	$1.8M	Impression Ventures, GingerBread Capital & 1 others	35/100
5th	Estately New York City (United States), Unfunded	Provider of an estate planning platform for financial advisors	-	-	28/100
6th	Ribbon 2023, San Francisco (United States), Seed	Estate planning software	$2.7M	One Way Ventures, Lynett Capital & 2 others	27/100
7th	Recognyte 2021, London (United Kingdom), Unfunded	Provider of AI-driven real estate portfolio management software	-	-	21/100
8th	ADL Estate Planning 2016, London (United Kingdom), Unfunded	Provider of estate planning, wealth management, and financial advisory services	-	-	19/100
9th	Advanced Planning Solutions 1998, Ohio (United States), Unfunded	SaaS-driven diversified solution for real estate professionals	-	-	18/100
10th	NextDot 2020, Waterloo (Canada), Unfunded	Wealth management solutions for business	-	-	16/100