Millions Saved & Invested

Advanced Security

Professionally Managed Investments

Built by Industry Veterans

Insight & Inspiration

Evati’s Steps to Success

Step 1: Sign up in the Evati app and link your bank account

Step 2: Set your own custom goals (like a beach vacation!) and fund your account

Step 3: Sit back and let Evati manage your investments

Professionally Managed Investments

We understand people work hard for their money. We don’t think you should have to pay a lot to get help investing that money. That’s why we built an intuitive app that offers professional investment management services at a fraction of what investment advisors traditionally charge. Evati will build a diversified portfolio for you, based on your situation and goals. Then, we’ll monitor your investments to make sure they stay on track.

Customized Investments

Behind Evati’s simple and intuitive app are powerful financial models and algorithms. Follow the app’s prompts to tell us about you and your goals. We use that information to build a plan to help you reach that goal (or goals!). With a few clicks, we’ll invest your money in a broad portfolio of securities tailored for you. Regardless of whether you are looking to save for a rainy day or looking to save for retirement, Evati can help you reach your goals by putting your money to work for you.

Model Portfolios Designed by Morningstar

Evati utilizes model portfolios designed by Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc, and leading provider of discretionary investment management and advisory services. 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. The model portfolios are regularly monitored to help ensure they remain well-positioned and risk-aware as the market changes.