Evati

Evati

We created a product that makes achieving financial wellness easier by empowering you to balance your lifestyle goals of today with your financial needs of tomorrow. Evati is easy to use, inexpensive, and designed to empower you to achieve your most ambitious financial goals. Our goal is to make saving and investing both easy and accessible to everyone.

A smarter way to invest and save:
You already know it’s important to balance spending now on dining out and trips with friends with saving for your future. At Evati, we believe this balance is the key to living your healthiest, happiest, and best life possible. So, we created a product that makes achieving financial wellness easier by empowering you to balance your lifestyle goals of today with your financial needs of tomorrow. Evati is easy to use, inexpensive, and designed to empower you to achieve your most ambitious financial goals.

Simple & Secure:
No financial or investment experience is needed and signing up only takes a few minutes. Simply download the app and fill out the required profile information, connect to your existing bank account, and start investing. Rest assured your money and personal information is safe and protected. We use advanced security features and actual humans to investigate anything that looks suspicious, and of course all of your info is kept private and never shared without your permission.

Amazing Value:
Evati goal based investing is FREE for the first month and then only $1 per month for accounts under $5,000. Everyone who uses Evati regardless of account value has access to powerful financial models and algorithms that work behind the scenes to help you achieve your financial goals. For customers with accounts over $5,000, Evati only charges .36% per year to manage your entire portfolio of goals.

Customizable Goals:
Creating goals is quick and easy. Start from a popular goal like saving for a vacation, house, car or retirement or create a completely custom goal for something as unique as you. Contributing is Easy Setting up recurring contributions toward a goal makes saving convenient and easy. If you want more control over contributions, you can manually contribute as much toward a goal as frequently as you want. Skipping the morning coffee? Put that $5 toward a goal and watch it add up over time!

Monitor Your Progress:
Each goal has a customizable summary screen that displays your progress toward meeting that goal. If your goal is falling behind, convenient notifications will show you exactly how to get your goal back on track. And, If you want to dive deeper into the details, historical performance and transaction details are only a swipe away.

Disclosures:
Investment advisory services are provided by Evati Advisory Services, LLC, a registered investment advisor. All investments involve risk, including the loss of principal investment. Investments are not FDIC insured. Past performance does not guarantee future results. Before investing, you should consider your investment objectives and Evati Advisory Services, LLC’s fees. You must be at least 18 years old and a U.S. citizen, permanent resident or hold certain types of visas to open an account with Evati Advisory Services, LLC. Terms of use, privacy policy, and account agreement apply. None of the information provided by Evati Advisory Services, LLC is intended as an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Evati Advisory Services, LLC is not registered or where such offer, advice or solicitation would be unauthorized or prohibited.