eVALUEator Services
eVALUEator Services is a privately held Florida company that operates a cloud-based subscription platform screening mutual funds, ETFs, and equities against proprietary biblically responsible investing criteria for financial advisors, wealth managers, and faith-based investors.
- Company typePrivate
- Founded1994
- HeadquartersMaitland, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What eVALUEator Services does
eVALUEator Services, L.C. is a privately held Florida-based company founded in 1994 that operates a cloud-based subscription platform for biblically responsible investing (BRI) screening. The platform enables financial advisors, wealth managers, and individual investors to evaluate mutual funds, ETFs, variable annuities, equities, and corporate bonds against a proprietary set of eight faith-based moral screens (Abortion, Entertainment, Pornography, Lifestyle, Rights, Alcohol, Tobacco, Gambling) with detailed sub-screens. Two core products anchor the offering: eVALUEator, which screens over 18,000 funds via integrated Morningstar data, and INVESTigator, which provides moral analysis on approximately 42,000 individual companies including public, private, and international equities. A free consumer companion tool, ScreenIt-CleanIt.com, was launched in 2013 to capture retail interest.
The underlying technology is a cloud-hosted research platform with customizable charts, reports, comparisons, rankings, ratings, filtering, and portfolio modeling, built on data refreshed from Morningstar throughout the year as of 2025. The platform supports tiered subscriptions: Silver ($600/year) for advanced mutual fund screening, Gold ($1,600/year) for combined mutual fund and equity screening, and Portfolio Manager (starting at $5,000/year) for unlimited access. The company also maintains U.S.-EU and U.S.-Swiss Safe Harbor privacy certifications.
The go-to-market combines direct website subscription sales with channel partnerships through established BRI fund families including Timothy Plan, Eventide Funds, Faith Investor Services, CFD Investments, Flexible Plan, and G.A. Repple & Company, which use the screening research to build biblically responsible investment products. Marketing channels include the corporate website, social media, pre-recorded webinars, the Kingdom Advisors sponsorship, and a university sponsorship program launched in 2023. Revenue is recurring, annual subscription-based, and scaled across advisor and portfolio manager tiers.
eVALUEator Services firmographics
Firmographics- Name
- eVALUEator Services
- Legal name
- eVALUEator Services, L.C.
- Website
- https://evalueator.com
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- eVALUEator Services is a privately held Florida company that operates a cloud-based subscription platform screening mutual funds, ETFs, and equities against proprietary biblically responsible investing criteria for financial advisors, wealth managers, and faith-based investors.
- Ownership category
- akta.pro rank
eVALUEator Services industry classification
Industry- Product category
- Faith-Based Investment Screening Software
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Services-Prepackaged Software (7372)
- akta.pro primary industry
- Fee-Based Advisory (FSAEAAAM)
Keywords
Where eVALUEator Services is headquartered
LocationHeadquarters
- HQ city
- Maitland
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
eVALUEator Services business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Supply Chain
Revenue model
- Subscription Licensing: Annual subscription licenses for access to screening tools and research reports. Three tiers: Silver ($600/year), Gold ($1,600/year), and Portfolio Manager (starting at $5,000/year). Revenue is recurring and predictable based on tier level.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Silver - Advanced Mutual Fund Screening |
| Subscription | Annual | Gold - Professional Mutual Fund & Equity Screening |
| Subscription | Annual | Portfolio Manager - Unlimited Access |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
eVALUEator Services product offering
Product offeringCore offering
eVALUEator Services provides a cloud-based screening platform that performs moral and ethical analysis on mutual funds, ETFs, variable annuities, and individual equities for the biblically responsible investing (BRI) market. The platform integrates Morningstar fund data and applies eight proprietary faith-based screens to evaluate investment products against biblical/Christian values. It is delivered to financial advisors, wealth managers, and portfolio managers via tiered annual subscriptions.
Product overview
eVALUEator Services offers a suite of biblically responsible investing (BRI) screening tools designed for financial advisors and investors. The product portfolio centers on two core platforms: eVALUEator for mutual fund screening and INVESTigator for equity/stock screening. These are delivered through tiered subscription plans (Silver at $600/year, Gold at $1,600/year, and Portfolio Manager starting at $5,000/year), with access to Morningstar data covering over 18,000 funds and 42,000+ companies. The ecosystem also includes ScreenIt-CleanIt, a free consumer-facing companion tool. The platforms enable advisors to evaluate investment portfolios against eight moral/ethical screens (Abortion, Entertainment, Pornography, Lifestyle, Rights, Alcohol, Tobacco, Gambling) and generate client reports.
Differentiator
Problem solved
Functional benefit
Brands
- ScreenIt-CleanIt.com: Free investor tool allowing consumers to search products, services, and companies based on biblically responsible investing screens.
- INVESTigator
Products and services
- eVALUEator Fund Screening Platform Primary screening platform for moral analysis and research of mutual funds, fund of funds, variable annuities, and ETFs, utilizing Morningstar fund data. Provides customizable charts, reports, comparisons, rankings, ratings, filtering, and portfolio modeling for financial advisors and wealth managers.
- INVESTigator Equity Research Tool Equity research and screening tool providing moral analysis on individual stocks, including public, private and corporate bonds, with functionality to evaluate and build portfolios based on biblical principles. Covers nearly 30,000 individual companies including U.S. and international equities.
- ScreenIt-CleanIt Consumer Tool Free investor tool providing simple company search enabling consumers to quickly see examples of companies based on biblically responsible investing screens. Serves as a top-of-funnel consumer-facing complement to the paid advisor subscriptions.
Quantifiable outcome
- Over $4 million in sales closed by subscribers using eVALUEator reports
- +1 more outcomes
Companies that use eVALUEator Services
Customer profileNamed customers8 records
Segments4 records
Ideal customer profiles3 records
eVALUEator Services technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
eVALUEator Services partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered minor and core.
- Kingdom AdvisorsminoreVALUEator was a proud sponsor of Kingdom Advisors in 2015, an organization supporting faith-based financial advisors.
- MorningstarcoreMorningstar is the fund data provider for eVALUEator, providing access to reports on over 18,000 funds including fund of funds, ETFs, and Variable Annuities. The partnership began in 2014 and expanded data coverage significantly.
- Timothy PlancoreTimothy Plan is a biblically responsible family of mutual funds that has used eVALUEator's screening research since 1994. They are listed as a BRI firm that screens using eVALUEator's tools.
- Faith Investor ServicescoreFaith Investor Services aims to invest in companies around the world that offer sustainable growth opportunities and whose business practices align with Christian values. Listed as a BRI firm partner.
- CFD InvestmentsminorInvestment management firm offering advisors the ability to morally screen client's investments using eVALUEator's screening tools.
- Eventide FundsminorEventide mutual funds invests in companies believed to be creating compelling value for society, aligning business practices with real human flourishing. Partner firm that screens with eVALUEator.
- Flexible PlanminorFlexible Plan Investments is a turnkey asset management program (TAMP) where advisers can access and combine multiple risk-managed strategies within a single account.
- G.A. Repple & CompanyminorG.A. Repple encourages clients and advisors to invest well in all areas of life that matter - faith, family, finances, freedom and philanthropy. Advisors use eVALUEator to help clients match their beliefs.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
eVALUEator Services competitors and assessment
Company assessmentDirect peers
- Sustainalytics: Sustainalytics provides ESG research, ratings, and screening tools to asset managers and advisors. Comparable because both companies deliver subscription-based ethical/values screening research as their core product, with similar coverage of mutual funds and equities.
- Inspire Investing: Inspire Investing operates a faith-based ETF family and uses biblically responsible screening criteria to construct its funds. Comparable as a direct competitor in the BRI space; while it also runs funds (vs. eVALUEator's research-only model), Inspire uses its own screening methodology and competes for the same faith-aligned investor wallet.
- MSCI ESG Research: MSCI ESG Research provides ESG ratings and screening data to institutional investors, the largest commercial ESG research provider. Highly comparable because MSCI offers values-based screening data layered on top of broad company and fund coverage, directly competing for the same 'ethical investment screening' wallet share.
- ISS ESG: ISS ESG provides ESG screening, ratings, and analytics primarily to institutional investors and advisors. Comparable as a subscription-based ethical screening data provider serving wealth managers, with overlapping coverage of mutual funds and public companies.
- Argus Research: Argus Research provides subscription-based fundamental equity research and analysis to advisors and institutional investors. Comparable as a subscription research product serving financial advisors, with overlapping equity coverage of public companies.
- Zacks Investment Research: Zacks provides subscription-based investment research and screening tools to retail investors and advisors. Comparable as a subscription research platform serving individual investors and advisors with stock and fund analysis, overlapping eVALUEator's pricing tier and target customer profile.
Broad incumbents
- Refinitiv (LSEG) ESG: Refinitiv (now part of LSEG) provides ESG data and screening within its broader financial data infrastructure. Comparable as a broad incumbent offering values-based screening and analytics at institutional scale across multiple asset classes.
- Morningstar Sustainability: Morningstar offers its own sustainability/ESG data products alongside the fund data it provides to eVALUEator. Comparable as a broad incumbent offering overlapping values-based screening at significantly greater scale; also represents a partnership dependency risk for eVALUEator.
- Bloomberg ESG Data: Bloomberg ESG Data is embedded in the Bloomberg Terminal, providing ESG screening and analytics to institutional users. Comparable as a broad incumbent that offers values-based fund and equity screening within a much wider financial data ecosystem.
- S&P Global ESG Scores: S&P Global ESG Scores provides corporate ESG ratings and screening datasets to institutional investors. Comparable as a broad incumbent offering values-based screening data at global scale, with overlapping use cases for advisors building ethical portfolios.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
eVALUEator Services social profiles
Digital presenceeVALUEator Services compliance and trust
Trust signalCompliance1 record
eVALUEator Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
eVALUEator Services leadership team
Management profileNumber of profiles
eVALUEator Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
eVALUEator Services 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 eVALUEator Services
What does eVALUEator Services do?
eVALUEator Services provides a cloud-based screening platform that performs moral and ethical analysis on mutual funds, ETFs, variable annuities, and individual equities for the biblically responsible investing (BRI) market. The platform integrates Morningstar fund data and applies eight proprietary faith-based screens to evaluate investment products against biblical/Christian values. It is delivered to financial advisors, wealth managers, and portfolio managers via tiered annual subscriptions.
Is eVALUEator Services a public or private company?
eVALUEator Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was eVALUEator Services founded?
eVALUEator Services was founded in 1994. It employs 11 to 50 people.
Where is eVALUEator Services based?
eVALUEator Services is headquartered in Maitland, United States, in the North America region.
How does eVALUEator Services make money?
One revenue line is on record: subscription Licensing.
Who are eVALUEator Services's main competitors?
Direct peers on record are Sustainalytics, Inspire Investing, MSCI ESG Research, ISS ESG, Argus Research and Zacks Investment Research. Broad incumbents are Refinitiv (LSEG) ESG, Morningstar Sustainability, Bloomberg ESG Data and S&P Global ESG Scores.
Does eVALUEator Services have an API?
No public API is recorded for eVALUEator Services.
What industry is eVALUEator Services in?
eVALUEator Services's product category is Faith-Based Investment Screening Software. Its primary akta.pro industry code is FSAEAAAM, Fee-Based Advisory. Its NAICS code is 523940 and its SIC code is 6282.