Evati provides a personal-finance app that aims to simplify savings. The app uses easy-to-understand language and graphs to visualize budgets and savings. Users can transfer funds directly into designated accounts, which Evati then manages and invests in diversified securities portfolios. Founded in June 2017 by CEO Pete Clemson, a former SVP of Client Experience Technology at Charles Schwab, the company operates from Evanston, Ill. and currently has a team of seven. Financially, Evati completed a second seed close of $550K following an initial $735K seed at the end of 2017, bringing total funding to $1.285k. Backers for the second seed round were not disclosed.

Total raised

$1M

Funding rounds

1

Latest round

Seed

Latest activity

Jan 2019