Everfi is a SaaS education technology company delivering digital courses in financial literacy, life skills, mental wellness and workplace compliance to K-12 schools, universities, financial institutions and employers. Its Achieve platform lets banks and credit unions deliver adult financial education, and hundreds of financial institutions, sports leagues and healthcare systems distribute its courseware. Blackbaud acquired Everfi in December 2021 for about $750M and sold it on December 31, 2024 to an unnamed private investment firm for nominal consideration, returning it to standalone private ownership. The company rebranded in September 2025 around financial education and is headquartered in Washington, DC.
Everfi has been acquired
This company is no longer available on our private secondary market.
Company data and valuation marks are estimates and may be incomplete, stale, erroneous, or revised.
Founded
2008
Employees
500–1,000
Total Funding
$251M
4 rounds
Funding data and valuation marks are estimates and may be incomplete, stale, erroneous, or revised.
Total raised $251M across 4 rounds
Last updated 10-01-2026
| Date | Round | Amount Raised | Valuation | Lead Investors |
|---|---|---|---|---|
| 2017 | Growth (TPG Rise) | $190M | — | TPG Growth |
| Jul 27, 2016 | Series C Press release | $40M | — | Bezos Expeditions, New Enterprise Associates, Tomorrow Ventures +1 more |
| Aug 14, 2012 | Series B TechCrunch | $10M | — | Not disclosed |
Ray Martinez
CEO
Lee Peters
Chief Operating Officer
Elissa Tomasetti
Chief Marketing Officer
Amy Altman
Chief Technology Officer
Elizabeth Figoni
Senior Vice President, Growth
Jacquie Moen
Senior Vice President, Product
Sean Brady
Senior Vice President, Platform Strategy & Innovation
Adam Seay
Vice President of Finance
Michael Salamey
Head of Human Resources
Sabina Chandiramani
Vice President, Account Management
Diana Bravo
Vice President, K-12 Implementation and Partnerships
Competitor list is illustrative and may be incomplete, stale, or erroneous.
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