Evati: Investing, For Everyone

Easy Steps to Save & Invest Money

Join the wave that has saved and invested millions with Evati. The Evati App lets you get started saving and investing for future goals with a few simple taps – all the tools are right in your hands. Evati is easy to use, inexpensive, and designed to empower you to set, track, and achieve your financial goals.

How does it work? Simply download the app, open an investment account with a few easy-to-follow screens, link your bank account, and start contributing towards your goals. That’s it!

Simple & Secure
Our easy-to-use interface lets even beginning investors get started right away. Simply download the app, create your profile, connect to your existing bank account, and start investing toward your first goal! Your money and personal information are safe and protected. Our advanced security features are backed up by actual humans who provide another layer of security and oversight.

Great Value
Investing with Evati is FREE for the first month and then only $1 per month for accounts under $5,000. If complicated fees have kept you from getting started with saving, Evati’s simple and straight-forward structure will let you put more of your money to work for you. For customers with accounts over $5,000, Evati only charges .25% per year for the assets under management (for example, a portfolio with a month-end balance of $6,000 would be charged $1.25 per month).

Customizable Goals
We all know saving is important, but it’s a lot easier to stay motivated when you are working toward a specific goal – whether that’s a dream vacation, a car, a down payment, retirement, or something else is up to you. Creating your goals is quick and easy.

Saving Simplified
Once you’ve set your goals, set up recurring contributions – this makes saving convenient and easy, and frees you up to focus on your daily life. Want more control? You can make manual contributions as frequently as you want.

Track Your Progress
Each of your goals has a customizable screen that shows your progress. If you fall behind, we’ll remind you and give you tips to get back on track. And, if you want to take a deep dive into your progress, historical performance and transaction details are only a swipe away.

Financial Expertise
We created Evati to put our experience in the financial industry to work for beginning investors and people who just want to simplify their savings. Between our CEO, CTO, and Chief Operating Officer, we have over 70 years of direct industry experience.

At Evati, we have combined that deep financial experience with clean and sleek user designs. That’s why our app gives you simple ways to set goals and start saving right away. It’s simple to use, but rest assured, there are powerful financial models and algorithms that work behind the scenes to help you achieve your financial goals.


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.