EVERFI
EVERFI is a digital education company that delivers free, standards-aligned K-12 courses (financial literacy, health, STEM, history) funded by 600+ corporate, financial, healthcare, and sports sponsors, and sells subscription-based adult financial education and workplace compliance training to banks, wealth managers, and enterprises.
- Company typePrivate
- Founded2008
- HeadquartersWashington, United States
- Headcount251–500
- GTM typeB2B
- OfferingSoftware
What EVERFI does
EVERFI is a digital education company founded in 2008 and headquartered in Washington, D.C., specializing in financial literacy, life-skills, and workplace compliance training. The company operates a B2B2C model: its K-12 catalog of 30+ standards-aligned digital courses (covering financial literacy, health and wellness, STEM, workforce readiness, and African American history) is delivered free of charge to more than 21,700 active schools across approximately 3 in 5 U.S. school districts, with the cost funded by corporate, financial institution, healthcare, and sports sponsors. For adult learners, Everfi operates the Everfi Achieve platform (100+ mobile-first bilingual modules) plus Achieve Connect (a wealth-management platform for advisors and their clients across 900+ institutions), Everfi Engage (live workshops), and Achieve Foundations (teen and young-adult financial education). In February 2026 the company launched ComplyEQ as a dedicated workplace training and compliance brand serving healthcare, manufacturing, retail, and technology sectors with courses on harassment prevention, diversity, workplace violence, AI, and privacy.
The underlying technology stack is a cloud-based digital education platform with standards-aligned interactive courses, automated pre/post assessments, and real-time reporting dashboards, including the newly launched K-12 Impact Portal that gives strategic partners filtered visibility into reach, engagement, and community impact with LMI/county/course dimensions for CRA compliance. Everfi holds Digital Promise Research-Based Product Design certification, ESSA Tier 4 evidence rating, ISTE Seal (2025-2027), 1EDTECH TrustEd Apps data privacy certification, and is COPPA and FERPA compliant; it integrates with Clever, ClassLink, and Google SSO for K-12 deployment. The company historically raised approximately $341M across equity and debt rounds (most recently a $90M Hercules Capital facility in 2018) and was divested by Blackbaud (NASDAQ: BLKB) on December 31, 2024, returning to independent private operation under the legal entity EverFi, LLC. Customer concentration is distributed across 600+ financial institutions, multiple healthcare systems (HCA Healthcare, Kroger Health, Elevance Health, Kaiser Permanente), the NFL/MLB/NHL leagues, and a broad nonprofit/tech partner base.
EVERFI firmographics
Firmographics- Name
- EVERFI
- Legal name
- EverFi, LLC
- Website
- https://everfi.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- EVERFI is a digital education company that delivers free, standards-aligned K-12 courses (financial literacy, health, STEM, history) funded by 600+ corporate, financial, healthcare, and sports sponsors, and sells subscription-based adult financial education and workplace compliance training to banks, wealth managers, and enterprises.
- Ownership category
- akta.pro rank
EVERFI industry classification
Industry- Product category
- Education Technology
- NAICS
- Educational Services (611), Educational Support Services (611710)
- SIC
- Services-Educational Services (8200), Services-Prepackaged Software (7372)
- akta.pro primary industry
- Educational Digital Courseware & Learning Platforms (LMS-Integrated) (MPAJABAH)
- akta.pro secondary industries
- Virtual School Course Providers (Single-Course/Part-Time Enrollment) (EDAJADAE), Career & College Readiness Platforms (Guidance, Planning, Scholarships) (EDAJAMAO)
Keywords
Where EVERFI is headquartered
LocationHeadquarters
- HQ city
- Washington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
EVERFI business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- K-12 Sponsorship: Financial institutions and corporations sponsor free K-12 educational content. Partners fully fund all courses, resources, and support so they are free for schools. Sponsors gain brand visibility, CRA compliance benefits, and community engagement with students and families.
- Enterprise Licensing (Financial Institutions): 600+ financial institutions license Everfi Achieve platform to deliver financial education to adult consumers, employees, and wealth management clients. Platform is white-labeled and delivered through institutional digital channels.
- Workplace Training (ComplyEQ): Subscription-based workplace compliance and training solutions serving healthcare, manufacturing, retail, and technology sectors with courses on harassment prevention, diversity, workplace violence, AI, and privacy.
- Workshop Services (Everfi Engage): Virtual and in-person financial education workshops with turnkey materials, facilitator guides, and event management tools for financial institutions serving CRA compliance and community engagement goals.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Annual | Free K-12 courses sponsored by partners |
| Subscription | Annual | Enterprise licensing for financial institutions |
| Subscription | Annual | Workplace compliance training via ComplyEQ |
Go-to-market motion3 records
Distribution channels6 records
Marketing channels8 records
EVERFI product offering
Product offeringCore offering
EVERFI operates a cloud-based digital education platform that delivers standards-aligned K-12 courses (financial literacy, health and wellness, STEM, history, character development) free of charge to schools, funded by sponsorships from financial institutions, corporations, healthcare organizations, and sports leagues. The company sells enterprise subscriptions and licenses to financial institutions, wealth management firms, and corporations for its Everfi Achieve adult financial education platform, Achieve Connect advisor platform, Everfi Engage workshops, and ComplyEQ workplace compliance training.
Product overview
EVERFI is a digital education company offering a comprehensive platform of courses and programs. The core K-12 offering consists of 30+ free, standards-aligned digital courses (FutureSmart, Financial Literacy for High School, Prescription Drug Safety, Vaping: Know the Truth, Understanding Mental Wellness, Character Playbook, 306 Black History Curriculum, Minding Your Money, Vault, Ignition, Everfi Pathways, and others) covering financial literacy, health and wellness, STEM, and history for elementary through high school students. For adult consumers, EVERFI operates the Achieve platform family including Everfi Achieve (100+ mobile-first modules), Achieve Connect (wealth management for advisors), Everfi Engage (live workshops), and Achieve Foundations (teen financial education). In February 2026, the company launched ComplyEQ as an independent workplace training and compliance brand serving healthcare, manufacturing, retail, and technology sectors. The K-12 Impact Portal provides real-time analytics for strategic partners. All K-12 courses are free to schools, funded through business sponsorship partnerships with 600+ financial institutions and other organizations.
Differentiator
Problem solved
Functional benefit
Brands
- ComplyEQ: Dedicated workplace training and compliance solutions brand offering courses on harassment prevention, diversity, workplace violence, AI, and privacy.
- Everfi Achieve
- Everfi Achieve Foundations
- Everfi Engage
- Achieve Connect
- K-12 Impact Portal
Products and services
- K-12 Digital Courses Suite of 30+ free, standards-aligned digital courses (FutureSmart, Financial Literacy for High School, Prescription Drug Safety, Vaping: Know the Truth, Understanding Mental Wellness, Character Playbook, 306 Black History Curriculum, Minding Your Money, Vault, Ignition, Everfi Pathways, Future Goals, Tax Simulation) for elementary through high school students covering financial literacy, health and wellness, STEM, and history. Free to schools through sponsorship by financial institutions, corporations, healthcare organizations, and sports leagues.
- Everfi Achieve Mobile-friendly online financial education platform with 100+ bite-sized, mobile-first learning modules available in English and Spanish. Licensed by 600+ financial institutions for white-labeled delivery to adult consumers and employees through institutional digital channels. Includes personalized learning pathways, practical financial support, and integration of product offers into the learning experience.
Quantifiable outcome
- 76% average knowledge gain among middle school students after taking FutureSmart course
- +5 more outcomes
Companies that use EVERFI
Customer profileNamed customers16 records
Segments6 records
Ideal customer profiles5 records
EVERFI technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature6 records
EVERFI partnerships and signals
Strategic signalPartnerships
26 partnerships are on record, tiered core and minor.
- Truth InitiativecorePartnership with Truth Initiative for tobacco cessation education, including the EX Program developed with Mayo Clinic. Everfi provides the technology platform for delivering evidence-based nicotine cessation content to young people. Expanded to include prevention education programs reaching nearly one million students during 2025-26 school year.
- HCA HealthcarecoreHealthcare partner supporting mental wellness and prevention education programs for K-12 students, reaching nearly one million students during 2025-26 school year.
- NFL FoundationcoreSports league foundation partner for mental wellness education and character development programs in K-12 schools.
- Major League BaseballcoreSports league partner for mental wellness education programs reaching students across the United States.
- Elevance HealthcoreHealthcare partner supporting mental wellness education programs for K-12 students during 2025-26 school year.
- GuardiancoreInsurance partner supporting mental wellness and financial education programs for K-12 students.
- KrogercoreRetail partner supporting mental wellness education programs reaching nearly one million students during 2025-26 school year.
- Kroger HealthcoreStrategic collaboration since 2018 delivering Prescription Drug Safety program to middle and high schools. Kroger Health has supported over 250,000 students in completing the program, growing from approximately 700 students in 2017-18 to nearly 65,000 in 2024-25.
- Santander UScoreFinancial education partnership where Santander US mobilizes over 10,000 hours of employee volunteering annually through the collaboration.
- Neighborhood Trust Financial PartnersminorFinancial education partnership supporting financial literacy programs.
- Operation HOPEminorFinancial education partnership for financial literacy programs.
- Needham BankminorLaunched 'NB Financial Foundations', a free financial education platform developed with Everfi during Financial Literacy Month.
- BlockminorPartnership to deliver no-cost financial education curriculum to high school students, reaching 4,495 students across 83 schools in Washington DC, Atlanta, and St. Louis.
- PenFed Credit UnioncoreSeven-year partnership hosting financial literacy events for K-12 students across Puerto Rico, reaching over 5,000 students in 46 schools.
- Intuit for EducationcorePartnership for a standalone tax simulation course helping high school students develop healthy financial habits and confidence about handling taxes through high-fidelity tax preparation software experience.
- The Martin Luther King, Jr. Center for Nonviolent Social ChangecorePartnership to add a fifth lesson to the Black History curriculum focused on nonviolence, developed with Dr. Clayborne Carson, Director of the Martin Luther King, Jr. Research Institute.
- Pennsylvania Office of the Attorney GeneralminorPartnership with Truth Initiative and Everfi to address prescription drug overdoses among young people through the Prescription Drug Safety course.
- Kaiser PermanentecorePartnership with Truth Initiative and Everfi to teach students about the dangers of vaping cannabis through evidence-based digital education.
- BLKHLTHminorCommunity partner collaborating on tobacco cessation initiatives spotlighting impact on Black communities through the 2025 Celebration Bowl partnership.
- Big Brothers Big Sisters of Metro AtlantaminorCommunity partner for tobacco cessation initiatives in the Black community through the 2025 Celebration Bowl partnership.
- HBCU AlumminorCommunity partner for tobacco cessation initiatives through the 2025 Celebration Bowl partnership.
- MassMutual Foundationcore$50M+ commitment to FutureSmart financial literacy program, reaching over 5 million K-12 students with 17,000+ schools across all 50 states. Goal to reach 6 million students by 2025.
- Center for Audit QualitycorePartnership for Accounting+ program exposing students to careers in accounting and finance through free digital courses.
- NHL/NHLPAcoreFuture Goals STEM curriculum using hockey as a vehicle to teach STEM concepts. Over 4 million students reached in US and Canada since 2014.
- Philadelphia Eaglesminor'Entrepreneurs Game Plan' program teaching students about creating businesses, reaching 30 high schools across Greater Philadelphia and Southern New Jersey.
- Pittsburgh SteelersminorSteels STEM program with annual STEM webinars, player assemblies, and field day events reaching 60 high schools across Greater Pittsburgh.
Scale indicators13 records
Recent moves7 records
Expansion highlights5 records
EVERFI competitors and assessment
Company assessmentDirect peers
- Next Gen Personal Finance: Nonprofit provider of free K-12 personal finance curricula and educator resources; competes with EVERFI on the same school districts and teachers, and is widely adopted as a free alternative to EVERFI's sponsored financial literacy courses.
- Zogo: Gamified financial literacy platform for students and young adults, often distributed through financial institution sponsorships. Competes with EVERFI on engagement-driven mobile-first financial education content.
- FoolProof: Provider of K-12 and adult financial literacy curricula, frequently sponsored by credit unions and banks. Directly comparable to EVERFI on content scope, sponsor model, and school district customer base.
- Banzai: Free, sponsor-funded K-12 financial literacy and life skills platform used in tens of thousands of classrooms. Overlaps with EVERFI's K-12 sponsorship model and curriculum categories.
- Junior Achievement USA: Long-established nonprofit delivering financial literacy, work readiness, and entrepreneurship education to K-12 students, often in partnership with banks and corporations. Competes with EVERFI for the same school district relationships and sponsor dollars.
- Knowledge Matters: Simulation-based financial literacy and business education platform for high schools, often used in CTE and personal finance courses. Comparable to EVERFI in K-12 financial education use cases.
- SmartPath: Provider of online personal finance education for K-12, colleges, and employees, frequently sponsored by financial institutions. Closely matches EVERFI's combination of K-12 and adult financial wellness content.
- Traliant: Modern workplace compliance training platform covering harassment prevention, DEI, ethics, and privacy for regulated enterprises. Most directly comparable peer to EVERFI's ComplyEQ business.
Broad incumbents
- Practical Money Skills (Visa): Visa's free personal finance education program for educators, students, and consumers, backed by a global card network. Competes with EVERFI as a free, brand-sponsored alternative, especially among financial institution sponsors.
Emerging players
- Greenlight Financial Education: Financial literacy content arm of Greenlight, focused on family and student money management. Less established in K-12 schools than EVERFI but overlaps on family-focused financial wellness content delivered through financial institution partners.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat6 records
Key risks5 records
Key highlights6 records
Customer concentration
EVERFI social profiles
Digital presenceEVERFI compliance and trust
Trust signalCompliance7 records
EVERFI financial estimates
Financial estimateRevenue estimate
Valuation estimate
EVERFI leadership team
Management profileNumber of profiles
Profiles10 records
EVERFI subsidiaries and ownership
Company hierarchySubsidiaries1 record
EVERFI funding detail
Funding detailFunding overview
Funding rounds5 records
Investors13 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
EVERFI M&A and investment
M&A and investmentM&A4 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about EVERFI
What does EVERFI do?
EVERFI operates a cloud-based digital education platform that delivers standards-aligned K-12 courses (financial literacy, health and wellness, STEM, history, character development) free of charge to schools, funded by sponsorships from financial institutions, corporations, healthcare organizations, and sports leagues. The company sells enterprise subscriptions and licenses to financial institutions, wealth management firms, and corporations for its Everfi Achieve adult financial education platform, Achieve Connect advisor platform, Everfi Engage workshops, and ComplyEQ workplace compliance training.
Is EVERFI a public or private company?
EVERFI is a private company. It is classified as venture growth investor backed and is currently operating.
When was EVERFI founded?
EVERFI was founded in 2008. It employs 251 to 500 people.
Where is EVERFI based?
EVERFI is headquartered in Washington, United States, in the North America region.
How does EVERFI make money?
Four revenue lines are on record. K-12 Sponsorship is the primary driver. The others are enterprise Licensing (Financial Institutions), workplace Training (ComplyEQ) and workshop Services (Everfi Engage).
Who are EVERFI's main competitors?
Direct peers on record are Next Gen Personal Finance, Zogo, FoolProof, Banzai, Junior Achievement USA, Knowledge Matters, SmartPath and Traliant. Practical Money Skills (Visa) is listed as a broad incumbent. Greenlight Financial Education is listed as an emerging player.
Does EVERFI have an API?
No public API is recorded for EVERFI.
What industry is EVERFI in?
EVERFI's product category is Education Technology. Its primary akta.pro industry code is MPAJABAH, Educational Digital Courseware & Learning Platforms (LMS-Integrated), with a secondary code of EDAJADAE, Virtual School Course Providers (Single-Course/Part-Time Enrollment). Its NAICS code is 611 and its SIC code is 8200.