About

Evati is a financial services company built from the ground up to help people find their path to financial fitness.  The company was founded on the belief that when half of our society is living paycheck-to-paycheck with no safety-net, the financial services industry isn’t working right.

To solve this problem, Evati is focused on becoming the country’s leading personal-finance app and is dedicated to simplifying saving and investing for everyone. With the Evati mobile app, customers can effortlessly create an investment account with identified financial goals, transfer funds into that account from their bank account, and automatically invest those funds in diversified securities portfolios.

The core of our strategy is doing good which is why, for every new account that’s opened and active for at least three months, Evati donates one dollar to charity.

Evati Leadership Team

Pete Clemson
Pete Clemson CEO & Co-Founder
Pete has spent more than 25 years working at the crossroads of finance and technology. His experience ranges from being a key member of the optionsXpress Executive Leadership team to his role as the Senior Vice President of Client Experience Technology at Charles Schwab & Co.

Pete received his Master’s Degree in Finance from the Kellogg School of Management at Northwestern.

He founded Evati because when half of all Americans are living paycheck-to-paycheck with no financial safety net it’s clear that the financial services industry can do a lot more for its customers.

Phillip Bruno
Phillip BrunoHead of Product Design & Co-Founder
For 16 years, Phil has championed the development of highly engaging, user-centered web applications and digital experiences, helping companies create transformational new products, process and opportunities.

Phil founded Evati with the deeply held belief that building a financial services industry from the ground up with his background would create a whole new and easier way for Americans to save and invest money.

Rob Spalding
Rob Spalding General Counsel & Chief Compliance Officer
Rob has been a practicing attorney for 20 years, including direct experience with legal issues in the retail finance industry. Rob also holds the Series 65 (Uniform Investment Advisor Law Exam) license.
Ben Stein
Ben Stein Operations
Ben brings 20 years of experience from the financial tech industry. His skill set includes having been responsible for the technology infrastructure and operations of a publicly traded online brokerage firm.
Kim Thiel
Kim ThielMarketing
Kim has over 15 years of experience in marketing strategy, digital and traditional media, marketing analytics and innovative technology. She knows how to impact businesses quickly and efficiently through innovative marketing.
Trevor Toppen
Trevor Toppen Finance
Trevor is a CPA with deep financial expertise and extensive hands-on experience in entrepreneurial environments. He has been the CFO for multiple organization, played key roles in setting corporate strategy, and has experience as a senior auditor.
Shachindra Agarwal
Shachindra AgarwalTechnology
Ben brings 20 years of experience from the financial tech industry. His skill set includes having been responsible for the technology infrastructure and operations of a publicly traded online brokerage firm.

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