Evervest
EverVest is a US insurance FMO/IMO brokerage serving independent advisors with access to 50+ carriers for annuity, life, and LTC products, supported by electronic contracting and a marketing solutions suite. Founded 2016, Eden Prairie, MN.
- Company typePrivate
- Founded2016
- HeadquartersHelsinki, Finland
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Evervest does
EverVest, Inc. is a US-based, founder-owned insurance Field Marketing Organization (FMO) and Independent Marketing Organization (IMO) headquartered in Eden Prairie, Minnesota. Founded in 2016 by Matt Holmbeck, the firm serves licensed independent insurance agents and financial advisors across the United States, providing access to more than 50 insurance carriers for annuity, life insurance, and long-term care products. Its carrier roster includes major names such as Athene, Allianz, Nationwide, Pacific Life, Lincoln Financial, John Hancock, MassMutual, New York Life, Prudential, Transamerica, Securian Financial, and Mutual of Omaha, spanning fixed and fixed index annuities, SPIA, DIA, MYGA, term and permanent life, IUL, survivorship life, single-pay life, and asset-based LTC structures.
The platform combines carrier distribution with operational tooling — SureLC for electronic carrier contracting and FireLight for case documentation — and an adjacent Marketing Solutions suite covering lead generation, digital marketing, CRM, branding, educational content, marketing analytics, and campaign support. EverVest earns revenue primarily through override commissions paid by insurance carriers when advisors in its network place business, supplemented by marketing-enablement services. There is no proprietary technology platform; core infrastructure relies on third-party SaaS. The company has raised a single disclosed funding round (~$950K from Visionplus in November 2016) and remains privately held under founder control, with a headcount band of 11–50 employees.
Evervest firmographics
Firmographics- Name
- Evervest
- Legal name
- EverVest, Inc
- Website
- https://evervest.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- EverVest is a US insurance FMO/IMO brokerage serving independent advisors with access to 50+ carriers for annuity, life, and LTC products, supported by electronic contracting and a marketing solutions suite. Founded 2016, Eden Prairie, MN.
- Ownership category
- akta.pro rank
Evervest industry classification
Industry- Product category
- Insurance Brokerage Services
- NAICS
- Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Insurance Agents, Brokers & Service (6411), Life Insurance (6311)
- akta.pro primary industry
- Annuities & Investment-Linked Insurance Solutions (Retail) (FSAAAAAM)
- akta.pro secondary industries
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Annuity + LTC / Long-Term Care Riders (FSAIAJAC)
Keywords
Where Evervest is headquartered
LocationHeadquarters
- HQ city
- Helsinki
- HQ country
- Finland
- HQ region
- Europe
Offices1 record
Markets served
Evervest business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Insurance Carrier Commissions: EverVest earns commissions from insurance carriers when their network of independent advisors places annuity, life, and long-term care insurance products. The company serves as the IMO/FMO layer between advisors and carriers, receiving override commissions or wholesale fees for facilitating business placements.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Evervest product offering
Product offeringCore offering
EverVest is a full-service insurance brokerage (IMO/FMO) that gives independent insurance producers access to more than 50 carriers for annuity, life insurance, and long-term care products. It supplements carrier access with case design, pre- and post-sale support, dedicated account managers, electronic contracting, and a suite of marketing and lead-generation services designed to help advisors grow their practice.
Product overview
EverVest is a full-service brokerage agency (FMO/IMO) founded in 2016, serving independent insurance producers across annuity, life, and long-term care products. Its core offering is access to 50+ insurance carriers, supported by a platform combining annuity products (SPIA, DIA, MYGA, FIA, Fixed/Traditional Annuities), life insurance products (Term, Whole Life, Universal Life, IUL, Survivorship Life, Single Pay Life, Asset-Based LTC), and a marketing solutions suite (Lead Generation, Digital Marketing Tools, CRM Client Management, Branding, Educational Content, Marketing Analytics, Campaign Support). Additional platform features include FireLight for document management and SureLC for electronic carrier contracting. The company operates as a platform-plus-modules architecture where carrier access and sales support tools form the core value proposition, augmented by marketing enablement services.
Differentiator
Problem solved
Functional benefit
Products and services
- Annuity Distribution Services
Quantifiable outcome
- $1.5 billion in annuity sales volume
Companies that use Evervest
Customer profileSegments1 record
Ideal customer profiles1 record
Evervest technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Evervest partnerships and signals
Strategic signalPartnerships
13 partnerships are on record, tiered core.
- AthenecoreAnnuity carrier partner providing fixed index annuities and other retirement savings products distributed through EverVest's network of independent advisors.
- AllianzcoreMajor insurance carrier partner offering annuity products through EverVest's advisor network.
- NationwidecoreInsurance carrier providing annuity and life products through EverVest's distribution network.
- Pacific LifecoreLife insurance and annuity carrier partner with products available to EverVest advisors.
- Lincoln Financial GroupcoreAnnuity and life insurance carrier providing retirement and protection solutions through EverVest advisors.
- American EquitycoreFixed index annuity carrier partner distributed through EverVest's IMO platform.
- John HancockcoreLife insurance carrier providing term, whole life, and other life insurance products through EverVest advisors.
- MassMutualcoreMajor life insurance company providing coverage options for EverVest advisor clients.
- New York LifecoreLeading life insurance carrier providing products through EverVest's distribution network.
- PrudentialcoreLife insurance and retirement solutions carrier partner available to EverVest advisors.
- TransamericacoreLife insurance and retirement carrier providing solutions through EverVest advisors.
- Securian FinancialcoreInsurance carrier partner for life and annuity products distributed by EverVest network.
- Mutual of OmahacoreLife insurance and health insurance carrier providing coverage through EverVest advisors.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Evervest competitors and assessment
Company assessmentDirect peers
- Integrity Marketing Group: Large US IMO/FMO distributing annuities, life, and health products through independent agents. Closely comparable business model with multi-carrier access and consolidated agent services.
- AmeriLife: Major US insurance distribution platform aggregating IMOs and FMOs across annuity, life, and health. Directly comparable as a multi-carrier distribution organization serving independent producers.
- Asset Marketing Systems: Long-standing FMO specializing in annuities, life, and LTC distribution to independent agents. Directly comparable product mix and advisor support model.
- Impact Partnership: FMO/IMO providing annuity, life, and retirement income solutions to independent advisors with marketing and practice-building support. Highly comparable GTM and product offering.
- DPL Financial Partners: Insurance distribution platform serving fee-only RIAs and independent advisors with annuity and life products. Comparable channel focus on independent producers distributing carrier products.
Broad incumbents
- Fidelity & Guarantee Life (FGL) — now part of Corebridge: Large annuity carrier whose products are distributed through IMOs like EverVest. Comparable as an established participant in the retail annuity distribution channel EverVest serves.
- National Western Life Insurance Group: Annuity and life insurer with significant IMO/FMO distribution. Comparable from a carrier-side perspective as one of the providers EverVest places business with.
- SelectQuote: Direct-to-consumer insurance distributor with significant life and annuity placement. Comparable as a scaled US insurance distribution platform, though with a consumer-led rather than advisor-led model.
Others
- MediaAlpha: Insurance customer acquisition platform powering lead generation for carriers and distributors. Comparable as an enabling technology layer that supports the same annuity and life distribution funnel EverVest activates for advisors.
- SureLC (Insurance Technologies): Provider of electronic contracting and marketing automation tools used by IMOs. Directly comparable as a vendor EverVest integrates with for advisor onboarding and carrier appointment workflows.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Evervest social profiles
Digital presenceEvervest financial estimates
Financial estimateRevenue estimate
Valuation estimate
Evervest leadership team
Management profileNumber of profiles
Profiles2 records
Evervest funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Evervest M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Evervest
What does Evervest do?
EverVest is a full-service insurance brokerage (IMO/FMO) that gives independent insurance producers access to more than 50 carriers for annuity, life insurance, and long-term care products. It supplements carrier access with case design, pre- and post-sale support, dedicated account managers, electronic contracting, and a suite of marketing and lead-generation services designed to help advisors grow their practice.
Is Evervest a public or private company?
Evervest is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Evervest founded?
Evervest was founded in 2016. It employs 11 to 50 people.
Where is Evervest based?
Evervest is headquartered in Helsinki, Finland, in the Europe region.
How does Evervest make money?
One revenue line is on record: insurance Carrier Commissions.
Who are Evervest's main competitors?
Direct peers on record are Integrity Marketing Group, AmeriLife, Asset Marketing Systems, Impact Partnership and DPL Financial Partners. Broad incumbents are Fidelity & Guarantee Life (FGL) — now part of Corebridge, National Western Life Insurance Group and SelectQuote. Others are MediaAlpha and SureLC (Insurance Technologies).
Does Evervest have an API?
No public API is recorded for Evervest.
What industry is Evervest in?
Evervest's product category is Insurance Brokerage Services. Its primary akta.pro industry code is FSAAAAAM, Annuities & Investment-Linked Insurance Solutions (Retail), with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 52421 and its SIC code is 6411.