EverVest

Cambridge, United States Founded: 2013 • Age: 13 yrs Acquired By Ultra Capital
Risk analysis and portfolio management solutions are provided to investors.

About EverVest

EverVest is a company based in Cambridge (United States) founded in 2013 was acquired by Ultra Capital in July 2016.. The company has 8 employees as of December 31, 2021. EverVest operates in a competitive market with competitors including Equilibrium Energy, Odyssey Energy Solutions, Lancium, CMG and Cleartrace, among others.

  • Headquarter Cambridge, United States
  • Employees 8 as on 31 Dec, 2021
  • Sectors
    Technology
    Energy & Utilities
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Energy & Utilities → Renewable & Clean Energy
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
    $498 K (USD), Debt – Conventional

    Jun 22, 2015

  • Investors
    MassCEC

    & 1 more

  • Employee Count
    8

    as on Dec 31, 2021

  • Acquired by
    Ultra Capital

    (Jul 14, 2016)

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People of EverVest
Headcount 10-50
Employee Profiles 6
Employee Profiles
People
Mike Reynolds
Managing Director
People
Tom Ferraro
Managing Director
People
Brandon Beehler
Vice President
People
Ian Copeland
Managing Director

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Funding Insights of EverVest

  • Total Funding
  • Total Rounds 2
  • Last Round Debt – Conventional — $498,000
  • First Round
  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
Jun, 2015 Amount Debt – Conventional - EverVest Valuation

investors

Mar, 2015 Amount Grant - EverVest Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in EverVest

EverVest has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include MassCEC and Ultra Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Accelerator & incubator focused on clean energy firms
Founded Year Domain Location
Infrastructure fund manager
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by EverVest

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - EverVest

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Evervest Comparisons

Employees
+
Add Comparison
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Competitors of EverVest

EverVest operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Equilibrium Energy, Odyssey Energy Solutions, Lancium, CMG and Cleartrace, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

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domain founded_year HQ Location
Software solutions for energy portfolio management are offered.
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End-to-end platform for distributed renewable energy finance is provided.
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Cloud-based portfolio management software is provided for renewable energy.
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Asset management solutions are provided through a capital markets platform.
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Carbon footprint is tracked and managed through a cloud-based platform.
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Portfolio Management solution
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Evervest

Frequently Asked Questions about EverVest

When was EverVest founded?

EverVest was founded in 2013 and raised its 1st funding round 2 years after it was founded.

Where is EverVest located?

EverVest is headquartered in Cambridge, United States. It is registered at Cambridge, Massachusetts, United States.

Who is the current CEO of EverVest?

Lonnie Webster is the current CEO of EverVest.

How many employees does EverVest have?

As of Dec 31, 2021, the latest employee count at EverVest is 8.

What does EverVest do?

EverVest was founded in 2013 and is based in Cambridge, United States. Risk analysis and portfolio management solutions are offered in the financial technology sector. Financings for new assets are analyzed and structured for investors and developers. Risks are assessed by portfolio managers through these tools. Operations focus on supporting investment decisions in asset management.

Who are the top competitors of EverVest?

EverVest's top competitors include Nirvana Financial Solutions, Equilibrium Energy and Lancium.

Who are EverVest's investors?

EverVest has 2 investors. Key investors include MassCEC, and Ultra Capital.

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