Reach your financial goals for as little as $1 per month

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 charges only 0.25% annually to manage your entire portfolio of goals.

FIRST MONTH FREE
for all accounts

FREE
  • State of the art security features
  • SIPC insured
  • Custom goal setting
  • Evati investment engine portfolio management
  • 24/7 access to your account
  • Free cancellation anytime

accounts with values
less than $5,000

$1monthly
  • State of the art security features
  • SIPC Insured
  • Custom goal setting
  • Evati investment engine portfolio management
  • 24/7 access to your account
  • Free cancellation anytime

accounts with values of
$5,000 or more

25%annually
  • State of the art security features
  • SIPC Insured
  • Custom goal setting
  • Evati investment engine portfolio management
  • 24/7 access to your account
  • Free cancellation anytime
 
 

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