Eve Co

Name

Eve Co

Legal name

Eve Co, LLC

Website

https://evecoconsulting.com

Company type

Private

Operating status

Operating

Ownership category

akta.pro rank

Product category

Financial Advisory Consulting

NAICS

Professional and Management Development Training (61143), Professional and Management Development Training (611430)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Change Management & Organizational Development (OD) Training (EDABAIAJ)

akta.pro secondary industry

Training Delivery Providers (In-Person, Virtual, Train-the-Trainer) (BPACANAM)

Keywords

• Financial coaching services
• Leadership consulting
• Executive coaching
• Small business advisory
• Bookkeeping services

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Coach-Consulting Services: The firm generates revenue through professional coaching and consulting engagements that combine financial guidance with strategic leadership support. Services are tailored to individuals, entrepreneurs, and leaders seeking financial clarity and growth. The engagement model begins with a discovery call, suggesting a consultative sales approach with personalized service delivery.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Eve Co provides individualized coach-sulting engagements that blend professional coaching with strategic financial and leadership guidance for individuals, entrepreneurs, and mission-driven leaders. New clients enter through a paid discovery call, after which they receive ongoing virtual coaching focused on financial clarity, decision-making, and growth structure.

Product overview

Eve Co offers a suite of professional services centered on financial clarity and leadership development. The core offering is its 'coach-sulting' approach—a blend of coaching and strategic guidance—supplemented by Discovery Call Consulting for new client intake. The company also operates the Rooted Builders Alliance, a community program designed for wealth-building and accountability. The portfolio represents a services-led consulting practice rather than a software product platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Coach-Sulting

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves5 records

Expansion highlights3 records

Direct peers

• XY Planning Network: A network of fee-only financial advisors serving individuals, entrepreneurs, and small business owners with holistic financial planning. Closely comparable to Eve Co in serving purpose-driven SMB clients with personalized financial guidance plus coaching-style engagement.
• Facet Wealth: A financial planning service combining CFP-led advice with technology for individuals and households. Comparable because it delivers ongoing financial clarity and goal-based coaching to non-mass-affluent clients, similar to Eve Co's SMB/entrepreneur focus.
• Harness Wealth: A tax and financial advisory platform serving tech professionals, founders, and high-earning individuals. Comparable to Eve Co in targeting entrepreneurs and purpose-driven leaders who need both financial guidance and strategic decision-making support.
• Ellevest: A financial planning and investing platform originally focused on women, blending goal-based financial guidance with coaching-style content. Comparable to Eve Co's blend of values-driven positioning and personalized financial clarity engagements.
• NewRetirement: A financial planning platform empowering individuals to build their own plans with expert-backed tools. Comparable because it serves individuals and SMB owners seeking structured financial clarity — a similar 'bring structure to financial operations' value proposition as Eve Co.

Broad incumbents

• Betterment: A large-scale robo-advisor offering automated investing and financial planning tools. Comparable as a broader incumbent in the same financial-clarity category, though Betterment is productized and scale-driven rather than coach-led.
• Empower (Personal Capital): A wealth management platform combining technology with human advisory services. Comparable as a broader incumbent serving individuals seeking financial clarity, but operates at institutional scale and does not specialize in the SMB/entrepreneur coaching niche.
• SmartAsset: A financial planning and advice marketplace connecting consumers with advisors and educational content. Comparable because it serves the same SMB/individual segment seeking financial clarity, though as a lead-generation and content platform rather than a coaching practice.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks6 records

Key highlights5 records

Customer concentration

• Instagraminstagram.com/rootedbuildersalliance?igsi=NTc4MTIwNjQ2YQ%3D%3D&utm_source=qr
• Facebookfacebook.com/105877009027861

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Eve Co