Evervest (Asset Management) Overview
- Founded
-
2015
- Status
-
Acquired/Merged
- Latest Deal Type
-
M&A
Evervest (Asset Management) General Information
Description
Operator of a wealth management platform designed to offer assistance in making efficient investment decisions. The company's platform offers services through a digitalized platform that understands a customer's investment objectives and adjusts the risk level of their investment portfolio, enabling its clients to make efficient investments and gain returns.
Contact Information
Primary Industry
Financial Software
Other Industries
Asset Management
Specialized Finance
Acquirer
Primary Office
- Kasarmikatu 21 B
- 00130 Helsinki
- Finland
Evervest (Asset Management) Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 5. Merger/Acquisition | 30-Apr-2021 | Completed | Generating Revenue | |||
| 4. Merger/Acquisition | 05-Jul-2018 | 00.000 | Completed | Generating Revenue | ||
| 3. Early Stage VC | 13-Apr-2018 | 00000 | 00.000 | 00.000 | Completed | Startup |
| 2. Early Stage VC | 07-Nov-2016 | $1.2M | $1.5M | 00.00 | Completed | Startup |
| 1. Angel (individual) | 30-Nov-2015 | $296K | $296K | 00.000 | Completed | Startup |
Evervest (Asset Management) Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Ordinary | 0,000 | 0000.0 | 0000.0 | 00 | 0000.0 | 00 | ||
| Ordinary | 00,000 | 0000.00 | 0000.00 | 00 | 0000.00 | 00.000 | ||
| Ordinary | 8,551 | $55.44 | $55.44 | 1x | $55.44 | 17.27% |
Evervest (Asset Management) Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
-
Verticals
Evervest (Asset Management) Former Investors (4)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|---|---|---|---|---|
| Bells Ventures | Venture Capital | Minority | 000 0000 | 000000 0 | |
| Media For Equity | Lender/Debt Provider | Minority | 000 0000 | 000000 0 | |
| Taaleri | Limited Partner | Majority | 000 0000 | 000000 0 | |
| VisionPlus | Venture Capital | Minority | 000 0000 | 000000 0 |