FinovateSpring 2019 / EVERFI

Presenter Profile:

How they describe themselves: EVERFI is the leading education technology innovator that provides learners of all ages education for the real world through innovative and scalable digital learning platforms. EVERFI powers community-focused financial education for over 850 financial institutions across the country. Founded in 2008, EVERFI is fueled by its Software-as-a-Service (SaaS) subscription model and has certified over 25 million learners in critical skill areas. The EVERFI Education Network powers more than 3,500 partners in their education initiatives across all 50 states, Canada and Puerto Rico. To learn more about EVERFI visit

How they describe their product/innovation: EVERFI Achieve is a revolutionary financial wellness solution that allows financial institutions to deliver personalized financial education to their consumers, employees, small businesses, and commercial clients. Built on a cutting-edge, mobile-first platform, Achieve allows users to quickly access the insights that are most relevant to them and provides financial institutions with the data and insights to demonstrate measurable impact. EVERFI Achieve is powered by a best-in-class content subscription that covers topics most relevant to today’s consumer, from paying for college to considering homeownership to preparing for retirement.

Product distribution strategy: Through financial institutions, through other fintech companies and platforms


Bus. Dev.: Sean Tynan, VP Financial Education,
Press: Sonya Udler, Chief Communications Officer,

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