EVEN Financial Overview

  • Year Founded
  • 2014

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 119

Employees

  • Latest Deal Type
  • M&A

  • Latest Deal Amount
  • $440M

EVEN Financial General Information

Description

Developer of a B2B fintech platform designed to provide the definitive search, comparison and recommendation engine for financial services. The company's platform offers multi-product search, optimized monetization with a suite of tools, reports and cohort analysis and data augmentation, enabling clients to have access to an extensive network of personalized financial services offers by premium financial institutions.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Parent Company
Corporate Office
  • 50 West 23rd Street
  • Suite 700
  • New York, NY 10010
  • United States
+1 (800) 000-0000

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EVEN Financial Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
7. Merger/Acquisition 17-Feb-2022 $440M 000.00 00000 Completed Generating Revenue
6. Later Stage VC (Series B1) 22-Dec-2020 0000 000.00 00000 Completed Generating Revenue
5. Early Stage VC (Series B1) 04-Sep-2019 0000 000.00 00000 Completed Generating Revenue
4. Early Stage VC (Series A) 07-Aug-2018 000.00 000.00 000.00 Completed Generating Revenue
3. Accelerator/Incubator 21-Mar-2017 00.000 Completed Generating Revenue
2. Seed Round 06-Feb-2017 $3.34M $6.14M 000.00 Completed Generating Revenue
1. Seed Round 27-Feb-2015 $2.8M $2.8M 0000 Completed Startup
To view EVEN Financial’s complete valuation and funding history, request access »

EVEN Financial Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series B-1 00,000,000 00.000000 00 00.0 00.0 00 00.0 00.000
Series B-4 0,000,000 00.000000 00 00.0 00.0 00 00.0 00
Series B-3 000,000 00.000000 00 00.0 00.0 00 00.0 00
Series B-2 0,000,000 00.000000 00 00.0 00.0 00 00.0 00
Series A-5 000,000 00.000000 00 00.00 00.00 00 00.00 0.000
Series A-4 0,000,000 00.000000 00 00.00 00.00 00 00.00 0.000
Series A-3 0,000,000 00.000000 00 00.00 00.00 00 00.00 0.000
Series A-2 00,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
Series A-1 894,909 $0.000010 8% $1.17 $1.17 1x $1.17 1.87%
Seed 2 5,005,756 $0.000010 8% $0.77 $0.77 1x $0.77 10.47%
To view EVEN Financial’s complete cap table history, request access »

EVEN Financial Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a B2B fintech platform designed to provide the definitive search, comparison and recommendation engine for
Financial Software
New York, NY
119 As of 2021
000.00
0000 0000-00-00
000000&0 000.00

0000 (

Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliq
000000000 00000000
Montreuil, France
000 As of 0000
000.00
0000 0000-00-00
00000000000 000.00

000

esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat
00000 000000000 0000
San Mateo, CA
000 As of 0000
00000
00000000000 00000
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EVEN Financial Competitors (38)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Swan (Financial Software) Venture Capital-Backed Montreuil, France 000 000.00 00000000000 000.00
Nav Venture Capital-Backed San Mateo, CA 000 00000 00000000000 00000
Contovista Formerly VC-backed Zurich, Switzerland 00 00.000 000000&0
InvestCloud Private Equity-Backed West Hollywood, CA 0000 00000 000000000000 00000
Credit Karma Formerly VC-backed Oakland, CA 0000 00000 000000&0 00000
You’re viewing 5 of 38 competitors. Get the full list »

EVEN Financial Executive Team (21)

Name Title Board Seat Contact Info
Phillip Rosen Co-Founder, Co-President, Chief Executive Officer, Co-Chief Technology Officer & Board Member
Weifang Zhu Chief Operating Officer
Kevin Hyland Co-Chief Technology Officer
Kyle Roberts Chief People Officer
Mitch Zahler Chief Information Security Officer
You’re viewing 5 of 21 executive team members. Get the full list »

EVEN Financial Board Members (4)

Name Representing Role Since
Phillip Rosen EVEN Financial Co-Founder, Co-President, Chief Executive Officer, Co-Chief Technology Officer & Board Member 000 0000
You’re viewing 1 of 4 board members. Get the full list »

EVEN Financial Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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EVEN Financial Former Investors (29)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
555 Capital Venture Capital Minority 000 0000 000000 0
AAF Management Venture Capital Minority 000 0000 000000 0
Adam Elegant Angel (individual) Minority 000 0000 000000 0
American Express Ventures Corporate Venture Capital Minority 000 0000 000000 0
Brooklyn Bridge Ventures Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 29 investors. Get the full list »

EVEN Financial Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
LeapLife 01-Apr-2020 0000000000 Other Commercial Services 0000000 0
Birch Finance 30-Oct-2018 Merger/Acquisition Financial Software 0000000 0
To view EVEN Financial’s complete acquisitions history, request access »

EVEN Financial Subsidiaries (2)

Company Name Industry Location Founded
LeapLife Other Commercial Services San Francisco, CA 2016
Birch Finance Financial Software Gainesville, FL 0000
To view EVEN Financial’s complete subsidiaries history, request access »

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