EVERFI

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.

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

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

• Financial education software
• K-12 digital curriculum
• Workplace compliance training
• Adult financial literacy
• Wealth management education

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. 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.
2. 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.
3. 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.
4. 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

Go-to-market motion3 records

Distribution channels6 records

Marketing channels8 records

Core 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

Named customers16 records

Segments6 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature6 records

Partnerships

26 partnerships are on record, tiered core and minor.

• Truth InitiativecoreStrategic or Co-development PartnerPartnership 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 HealthcarecoreGTM or Marketing PartnerHealthcare partner supporting mental wellness and prevention education programs for K-12 students, reaching nearly one million students during 2025-26 school year.
• NFL FoundationcoreGTM or Marketing PartnerSports league foundation partner for mental wellness education and character development programs in K-12 schools.
• Major League BaseballcoreGTM or Marketing PartnerSports league partner for mental wellness education programs reaching students across the United States.
• Elevance HealthcoreGTM or Marketing PartnerHealthcare partner supporting mental wellness education programs for K-12 students during 2025-26 school year.
• GuardiancoreGTM or Marketing PartnerInsurance partner supporting mental wellness and financial education programs for K-12 students.
• KrogercoreGTM or Marketing PartnerRetail partner supporting mental wellness education programs reaching nearly one million students during 2025-26 school year.
• Kroger HealthcoreStrategic or Co-development PartnerStrategic 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 UScoreGTM or Marketing PartnerFinancial education partnership where Santander US mobilizes over 10,000 hours of employee volunteering annually through the collaboration.
• Neighborhood Trust Financial PartnersminorGTM or Marketing PartnerFinancial education partnership supporting financial literacy programs.
• Operation HOPEminorGTM or Marketing PartnerFinancial education partnership for financial literacy programs.
• Needham BankminorGTM or Marketing PartnerLaunched 'NB Financial Foundations', a free financial education platform developed with Everfi during Financial Literacy Month.
• BlockminorGTM or Marketing PartnerPartnership 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 UnioncoreGTM or Marketing PartnerSeven-year partnership hosting financial literacy events for K-12 students across Puerto Rico, reaching over 5,000 students in 46 schools.
• Intuit for EducationcoreStrategic or Co-development PartnerPartnership 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 ChangecoreStrategic or Co-development PartnerPartnership 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 GeneralminorGTM or Marketing PartnerPartnership with Truth Initiative and Everfi to address prescription drug overdoses among young people through the Prescription Drug Safety course.
• Kaiser PermanentecoreStrategic or Co-development PartnerPartnership with Truth Initiative and Everfi to teach students about the dangers of vaping cannabis through evidence-based digital education.
• BLKHLTHminorGTM or Marketing PartnerCommunity partner collaborating on tobacco cessation initiatives spotlighting impact on Black communities through the 2025 Celebration Bowl partnership.
• Big Brothers Big Sisters of Metro AtlantaminorGTM or Marketing PartnerCommunity partner for tobacco cessation initiatives in the Black community through the 2025 Celebration Bowl partnership.
• HBCU AlumminorGTM or Marketing PartnerCommunity partner for tobacco cessation initiatives through the 2025 Celebration Bowl partnership.
• MassMutual FoundationcoreStrategic or Co-development Partner$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 QualitycoreStrategic or Co-development PartnerPartnership for Accounting+ program exposing students to careers in accounting and finance through free digital courses.
• NHL/NHLPAcoreStrategic or Co-development PartnerFuture Goals STEM curriculum using hockey as a vehicle to teach STEM concepts. Over 4 million students reached in US and Canada since 2014.
• Philadelphia EaglesminorGTM or Marketing Partner'Entrepreneurs Game Plan' program teaching students about creating businesses, reaching 30 high schools across Greater Philadelphia and Southern New Jersey.
• Pittsburgh SteelersminorGTM or Marketing PartnerSteels 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

Direct 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

• Xx.com/EverFi
• Facebookfacebook.com/everfi
• LinkedInlinkedin.com/company/1199059

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

Funding overview

Funding rounds5 records

Investors13 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A4 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EVERFI