zenplans
Zenplans is a UK-based digital estate planning SaaS platform that lets professional advisors (accountants, wealth managers, and legal professionals) organize clients' vital estate information into a single, secure, shareable digital plan, sold via annual subscriptions and backed by law firm Withers.
- Company typePrivate
- Founded-
- Headquarters—
- Headcount—
- GTM typeB2B
- OfferingSoftware
What zenplans does
Zenplans Ltd is a UK-based private SaaS company that operates a digital estate planning platform designed to organize clients' vital estate information—including accounts, assets, documents, and instructions—into a single, secure, and shareable digital estate plan, with an adjacent Digital Legacy Explorer feature for managing clients' digital footprints. The platform is delivered as a web-based application with no disclosed mobile app, public API, or SDK. Zenplans holds an ICO data-protection registration (ZA560401) and is incorporated in the United Kingdom under company number 12014930.
The company monetizes through recurring SaaS subscriptions billed annually, complemented by a 14-day free trial, a 50% first-year discount (code "Zenplans-50"), and a second-month-free incentive tied to demo bookings. Its go-to-market is B2B2C and sales-led, targeting three vertical segments: accounting professionals, financial planning/wealth management firms, and legal professionals. The acquisition mix combines direct website demo requests, self-serve trial activation, a 3-email drip sequence, weekly webinars (Zenplans Live on Tuesdays and Thursdays), and earned media coverage in UK trade publications (FT Adviser, Today's Wills and Probate, Wealth Adviser, International Adviser).
Zenplans secured a strategic investment from international law firm Withers in 2021, which anchors the legal-advisor channel and lends institutional credibility. The product's positioning emphasizes lifetime advisor–client engagement and multi-generational retention, framing the platform as a recurring touchpoint rather than a one-time transactional tool. Management team, headcount, revenue, and ownership-stake details are not disclosed in available sources.
zenplans firmographics
Firmographics- Name
- zenplans
- Legal name
- Zenplans Ltd
- Website
- https://zenplans.co.uk
- Company type
- Private
- Operating status
- Operating
- Short description
- Zenplans is a UK-based digital estate planning SaaS platform that lets professional advisors (accountants, wealth managers, and legal professionals) organize clients' vital estate information into a single, secure, shareable digital plan, sold via annual subscriptions and backed by law firm Withers.
- Ownership category
- akta.pro rank
zenplans industry classification
Industry- Product category
- Digital Estate Planning Software
- NAICS
- Portfolio Management and Investment Advice (523940), Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372), Investment Advice (6282)
- akta.pro primary industry
- Estate & Legacy Planning Advisory (FSAEAAAG)
- akta.pro secondary industries
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)
Keywords
zenplans business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Subscription Plans: SaaS subscription model with annual billing. Offers 14-day free trial and 50% discount on first year subscription.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Annual | 14-day free trial with 50% off first year |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
zenplans product offering
Product offeringCore offering
Zenplans provides a web-based digital estate planning SaaS platform that consolidates a client's vital estate information (accounts, assets, documents, and instructions) into a single, secure, shareable digital estate plan accessible to the client and their family. The platform is sold primarily to professional advisor firms (accountants, financial planners, wealth managers, legal professionals) in the UK, who use it as an engagement tool and digital vault across multiple client generations. A supplementary Digital Legacy Explorer helps advisors and clients map and manage digital footprints and digital assets.
Product overview
Zenplans is a single unified digital estate planning platform designed for professional advisors in the accounting, financial planning, and legal sectors. The core platform organizes clients' vital estate information—including accounts, assets, documents, and instructions—into a single, secure, and shareable digital estate plan. The platform enables advisors to provide ongoing touch-points for client engagement throughout their lifetime, transforming transactional relationships into advisory connections. Solutions are tailored for Accounting, Financial Planning, and Legal sectors.
Differentiator
Problem solved
Functional benefit
Products and services
- Zenplans Digital Estate Planning Platform
Companies that use zenplans
Customer profileSegments3 records
Ideal customer profiles3 records
zenplans technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
zenplans partnerships and signals
Strategic signalRecent moves5 records
Expansion highlights4 records
zenplans competitors and assessment
Company assessmentMarket position
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
zenplans compliance and trust
Trust signalCompliance1 record
zenplans financial estimates
Financial estimateRevenue estimate
Valuation estimate
zenplans leadership team
Management profileNumber of profiles
zenplans funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
zenplans M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about zenplans
What does zenplans do?
Zenplans provides a web-based digital estate planning SaaS platform that consolidates a client's vital estate information (accounts, assets, documents, and instructions) into a single, secure, shareable digital estate plan accessible to the client and their family. The platform is sold primarily to professional advisor firms (accountants, financial planners, wealth managers, legal professionals) in the UK, who use it as an engagement tool and digital vault across multiple client generations. A supplementary Digital Legacy Explorer helps advisors and clients map and manage digital footprints and digital assets.
Is zenplans a public or private company?
zenplans is a private company. It is classified as corporate owned and is currently operating.
When was zenplans founded?
zenplans was founded in -1.
How does zenplans make money?
One revenue line is on record: subscription Plans.
Does zenplans have an API?
No public API is recorded for zenplans.
What industry is zenplans in?
zenplans's product category is Digital Estate Planning Software. Its primary akta.pro industry code is FSAEAAAG, Estate & Legacy Planning Advisory, with a secondary code of FSAAABAE, Private Wealth Planning (Tax, Estate & Succession). Its NAICS code is 523940 and its SIC code is 7372.