Everest Financial Overview

  • Investor Type
  • Venture Capital

  • Status
  • Active

  • Professionals
  • 3

Professionals

  • Investments
  • 23

  • Portfolio
  • 15

  • Exits
  • 7

Exits

Everest Financial General Information

Company Description

Founded in 2020, Everest Financial is a venture capital firm based in Houston, Texas. This firm is a Registered Investment Adviser (RIA).

Business Details

Year Founded
2020
Investor Status
Actively Seeking New Investments
Primary Investor Type
Venture Capital
Other Investor Types
Accelerator/Incubator
PE/Buyout
Corporate Office
  • 1522 Knox Street
  • Houston, TX 77007
  • United States
+1 (713)

Everest Financial Investments (23)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
Nalu Bio 30-Jan-2023 Early Stage VC Drug Discovery Generating Revenue
ISO (Business/Productivity Software) 07-Feb-2022 Business/Productivity Software Generating Revenue
Awesome Dope 01-Feb-2022 Other Consumer Non-Durables Generating Revenue
Guild (Environmental Services (B2B)) 01-Jan-2022 Environmental Services (B2B) Out of Business
Appalachia Made 10-Dec-2021 Leisure Facilities Out of Business
MicroSeismic 01-Oct-2021 Other Energy Services Profitable
Riff (Social/Platform Software) 22-Sep-2021 Social/Platform Software Out of Business
Alpine Beverages 01-Sep-2021 Beverages Out of Business
Britely Insurance 01-Sep-2021 Early Stage VC Insurance Brokers Generating Revenue
Data Gumbo 03-Aug-2021 Later Stage VC Business/Productivity Software Generating Revenue
You’re viewing 10 of 23 investments. Get the full list »

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Everest Financial Exits (7)

Company Name Exit Date Exit Type Exit Size
ISO (Business/Productivity Software) 23-Jan-2025 Merger/Acquisition
Riff (Social/Platform Software) 29-Sep-2024
Guild (Environmental Services (B2B)) 29-May-2024
Startgrid 01-Mar-2023
Alpine Beverages 01-Jan-2023
StemoniX 30-Mar-2021 Merger/Acquisition
Appalachia Made Out of Business
To view Everest Financial’s complete exits history, request access »

Everest Financial Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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Everest Financial FAQs

  • What is Everest Financial?

    Founded in 2020, Everest Financial is a venture capital firm based in Houston, Texas.

  • When was Everest Financial founded?

    Everest Financial was founded in 2020.

  • Where is Everest Financial headquartered?

    Everest Financial is headquartered in Houston, TX.

  • What is Everest Financial's total asset value?

    Everest Financial has around in total assets under management.

  • How many investments has Everest Financial made?

    Everest Financial has made 23 investments.

  • What has Everest Financial invested in?

    Everest Financial has made numerous investments in companies like Nalu Bio, ISO (Business/Productivity Software), and Awesome Dope within the Drug Discovery, Business/Productivity Software, and Consumer Non-Durables industries.

  • What has Everest Financial invested in recently?

    Everest Financial's latest investment was on 30-Jan-2023 in Nalu Bio, a company within the Drug Discovery industry.

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