Evati Rapidly Innovates as Customers Save and Invest Millions on Its Platform

Evati was built with a mission to help all Americans break out of living paycheck-to-paycheck and build a foundation for financial stability is starting to take hold as total assets under management grew to millions of dollars.


Evati’s mission to help all Americans break out of living paycheck-to-paycheck and build a foundation for financial stability is starting to take hold. Their focus on continuous innovation and building a whole new way to think about personal finance is paying off as total assets under management grew to millions of dollars. This uptick is supported by a steady stream of downloads of the company’s updated app following a major upgrade to the experience in February.

Evati believes that transparency, simplicity, and honest value are the key to success. People work hard for their money. Saving and investing should be easy. That’s why the company takes user experience seriously while also doing everything possible to ensure their customers have rigorously designed investment portfolios, regardless of whether they seek short-term savings goals or long-term portfolios with 20+ year time horizons.

Behind Evati’s simple and intuitive app are powerful financial models and algorithms. Evati employs those tools, through its investment advisory subsidiary, Evati Advisory Services, LLC, to determine what kinds of investments are appropriate for particular investors. Evati Advisory then directs those investments into diversified model portfolios designed by Morningstar Investment Management LLC, a leading provider of discretionary investment management and advisory services and a subsidiary of Morningstar, Inc. Morningstar Investment Management seeks to build and manage model portfolios using a disciplined investment process to create strategies that incorporate a wide variety of investment objectives, and the portfolios are regularly monitored to help ensure they remain well-positioned and risk aware as the market changes.

“The best part about the results we are seeing is that this is just the beginning,” said Pete Clemson, Evati’s CEO and co-founder. “The level of innovation that occurs when you get the right team of experienced professionals together is simply astounding. Our whole team is thrilled about this rapid growth and we are already looking forward to bringing the next round of innovations to our customers.”

Evati Advisory Services, LLC is a registered investment advisor based in Evanston, IL. The company provides its investment management services through a sleek mobile app and through its website. Customers can start saving and investing for future goals with a few simple taps – all the tools are in the palms of their hands. Evati is easy to use, inexpensive, and designed to empower you to set, track, and achieve your financial goals.

In addition to partnering with its customers, Evati has a strong commitment to helping others, which is why, for every new account that is opened and active for at least three months, Evati donates one dollar to charity. The company deeply believes that its customers, employees, and communities are all on this journey together, and actively gives back to the communities where its employees live and work.


For more information about Evati, its funding and its charitable efforts, please contact Rob Spalding: 888-382-8475 or

Investment advisory services are provided by Evati Advisory Services, LLC, a registered investment advisor. Morningstar Investment Management LLC is a registered investment adviser and subsidiary of Morningstar, Inc. Morningstar Investment Management LLC is not affiliated with Evati, Inc. or Evati Advisory Services, LLC. Morningstar Investment Management LLC provides model portfolios to Evati Advisory Services, however Evati Advisory Services has full discretion to invest its client accounts in accordance with or to deviate from the model portfolios. Morningstar Investment Management is not acting in an advisory capacity to Evati Advisory Services’ clients. Brokerage services are provided by Tradier Brokerage, Inc., a registered broker/dealer and member FINRA/SIPC. All investments involve risk, including the loss of the principal investment. Investments are not FDIC insured. Past performance does not guarantee future results.

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