Zen Plans Secures £139.5k Series A to Expand Digital Estate Planning Platform

Zen Plans Limited, a Harrow-based digital estate planning platform, has raised £139.5k in a Series A funding round. The transaction, which was filed and allotted on 25 March 2026, brings the company to an estimated post-money valuation of £2.5m.

Founded in May 2019, Zen Plans operates a cloud-based platform that allows users to securely organise, store, and share vital personal and financial information. The system is designed to handle a wide range of sensitive data, including asset registers, legal documents, and digital account credentials. Rather than marketing directly to consumers, the company operates a business-to-business model targeting professional advisors. Solicitors, accountants, and financial planners use the Zen Plans tool to help their clients manage their digital legacy and estate affairs.

The company currently operates with a lean team of two employees. Despite its small headcount, Zen Plans is addressing a complex and growing problem in the estate planning sector. With digital assets largely undefined in English law and strict regulations like the Computer Misuse Act 1990 complicating unauthorised access to online accounts, executors often face significant hurdles when managing a deceased person's digital footprint. By providing a secure, structured vault for this information, Zen Plans enables legal and financial professionals to bypass these administrative bottlenecks and ensure their clients' digital estates are properly governed.

The £139.5k Series A round values the business at £2.5m post-money. Specific investors participating in the round have not been publicly disclosed, and details regarding previous funding rounds are not currently available. However, the fresh capital will support the company as it continues to build out its software and expand its footprint among UK advisory firms.

This raise occurs within a polarised funding landscape for UK financial and legal technology companies. Recent industry research from FinTech Global indicates that while overall UK WealthTech funding grew by 6 percent to approximately £1.9bn in 2025, this growth was heavily skewed toward late-stage mega-rounds. The total volume of WealthTech deals actually fell by 45 percent year-on-year, dropping from 89 to 49 transactions. Crucially, funding for rounds under £75m dropped by 42 percent, highlighting a decisive shift as investors concentrated capital into the most established platforms.

Despite the squeeze on smaller WealthTech deals, the broader legal technology sector has maintained strong momentum. Industry data shows that UK LegalTech investment reached £42m across 20 firms in the second half of 2025 alone. Sitting at the intersection of wealth management and legal services, Zen Plans has successfully navigated this challenging early-stage environment to secure its Series A, positioning itself to capitalise on the growing necessity for digital asset management in modern estate planning.