Created:

2018-02-20

Even Financial Secures Strategic Investment from American Express Ventures and Other Investors

New York, NY – February 20, 2018 – Even Financial, the technology platform powering financial services online, has secured a strategic investment round totaling $3 million. The round includes an investment from American Express Ventures, the strategic investment unit of American Express, as well as Plug & Play and Arab Angels.

 

With this investment, Even Financial will expand its team and advance its proprietary technology, which allows financial institutions and other partners to scale customer acquisition and remain competitive in the growing online financial services industry. The core of Even Financial’s platform is its industry leading API that matches qualified consumers with the right financial products and services in real-time. This strategic round will allow Even Financial to refine and bolster this technology, in order to enhance the online financial services ecosystem.

 

“At Even Financial, we are committed to providing financial services providers with technology that instantly activates omni-channel customer acquisition and allows them to compete in an oversaturated environment,” said Phillip Rosen, CEO of Even Financial. “This latest strategic investment will power our continued growth, as well as support even more technology integrations.”

 

Even Financial’s platform provides analytics and insights that enable marketers, financial institutions and other partners to increase customer application volumes and reduce the cost of acquisition. The integrated platform is used today by some of the leading online financial institutions, as well as an affiliate network of over 150 websites and apps that market personal finance products to consumers.

 

“Even Financial helps financial services providers and fintech partners programmatically deliver products and services in real time to the right customers when and where it’s most effective,” said Harshul Sanghi, Managing Partner of American Express Ventures. “By providing the underlying technology for more efficient customer acquisition, Even’s platform is enabling financial institutions to broaden their reach while connecting fintech partners with a greater supply of financial institutions and their products. We’re pleased to support Even in its efforts to expand its capabilities and grow its client base.”

 

For more information on Even Financial and its offerings, please visit: www.evenfinancial.com.

 

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About Even Financial

 

Even Financial is the platform powering financial services online. Our API enables partners to connect consumers with real-time decisions and quotes from premium financial service providers, while our infrastructure is proven to acquire customers at a lower cost for banks, lenders and insurers. Our tools provide the data, transparency, compliance and optimization that are essential to scaling an increasingly programmatic financial services industry.

 

Even works with leading financial institutions, as well as over 150 companies, to create a vast network of financial products and services with the most comprehensive breadth of omni-channel touch-points available. To learn more about Even Financial, please visit: www.evenfinancial.com

Disclaimer: The material provided on this site is not intended to provide legal, investment, or financial advice or to indicate the suitability of any Even Financial product or service to your unique circumstances. For specific advice about your unique circumstances, you may wish to consult a qualified professional. Any information or statistical data sourced by Even Financial through hyperlinks, from third-party websites, are provided for informational purposes only. While Even Financial finds these sources to be accurate, it does not endorse or guarantee any third-party content

Proven Scale & Trust

$525B+

in consumer applications for financial services

100M+

consumer profiles generated

6.5 Million+

applicants routed monthly

WHAT OUR PARTNERS ARE SAYING

"... generating some of the highest approval rates and conversion rates among our online acquisition partners. The transparency and focus on data have allowed us to drive consistent growth and success each month. "

"... a streamlined consumer experience, helping millennials with no collateral, budget, or saved money. Even’s impressive matching algorithms simplify the process of finding the best personal loans to meet your needs."

"... a truly modern and easy to use platform for the financial services marketing world. They make it easy to develop consumer friendly, innovative products in a space dominated by legacy platforms."

"... Their wide-reaching network and tech integrations bring in qualified, high-converting leads, and their team has been a pleasure to work with. "

"... generating some of the highest approval rates and conversion rates among our online acquisition partners. The transparency and focus on data have allowed us to drive consistent growth and success each month. "

"... a streamlined consumer experience, helping millennials with no collateral, budget, or saved money. Even’s impressive matching algorithms simplify the process of finding the best personal loans to meet your needs."

"... a truly modern and easy to use platform for the financial services marketing world. They make it easy to develop consumer friendly, innovative products in a space dominated by legacy platforms."

"... Their wide-reaching network and tech integrations bring in qualified, high-converting leads, and their team has been a pleasure to work with. "

Kyle Taylor
CEO

Awards

Press

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Even Financial Launches ‘Financial Products for Salesforce’ - on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace
EVEN
Even Financial Launches ‘Financial Products for Salesforce’ - on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace
Now Financial Advisors and Any Business Can Easily Provide Real-Time, Personalized Financial Products to Their Clients - Including Loans, Savings and More — powered by Salesforce.   NEW YORK, NY – April 14, 2021 – Even Financial, a platform for financial services search, acquisition, and monetization, today announced the launch of ‘Financial Products for Salesforce’ — Powered by Even, a plug-and-play application on Salesforce AppExchange. The Financial Products for Salesforce application will enable financial advisors and other businesses to expand their services, instantly matching clients with real-time, personalized, pre-approved financial product offers, including personal loans, insurance, student loan refinancing, and savings accounts.   Built on the Salesforce Platform, Financial Products for Salesforce — Powered by Even is currently available on AppExchange.   Financial Products for Salesforce — Powered by Even   With the installation of the Financial Products for Salesforce application, financial advisors can generate personalized financial solutions for their clients utilizing existing contact data—enabling them to refinance debt or start saving in seconds, backed by product offers from financial services providers. The Even platform uses direct connections to the underwriting systems of financial services providers and machine learning to match consumers with personalized financial solutions from an expansive network of premium financial services providers and lending partners such as LendingPoint, Haven Life Insurance Agency, and LendingClub. By integrating personalized financial solutions, advisors will be able to match their clients with the financial products they need—while also earning revshare.   “The addition of Even Financial Products for Salesforce to AppExchange can be a new avenue for businesses to utilize the Even API as the definitive search, comparison, and recommendation engine for financial solutions,” said Phill Rosen, Founder and Chief Executive Officer of Even. “Moreover, our app gives users a simple way to match clients with over 100+ personalized financial solutions in real time using existing Salesforce data, with near minimal effort required from clients beyond providing consent.”   With the Even app, financial advisors are now able to:   • Extend their client services with credit, debt management, and savings solutions   • Use existing Salesforce Contact Data to pre-fill Even’s quick and easy form to generate personalized financial solutions in less than 60 seconds, such as pre-approved loan offers if the client is qualified   • Provide their clients personalized recommendations from across a network of 100+ financial products from many top institutions   • Help their clients while benefiting from Even’s revenue share program   “We are excited that Financial Products for Salesforce is continuing to innovate on AppExchange as they power digital transformation for financial services customers,” said Woodson Martin, GM of Salesforce AppExchange. "AppExchange is constantly evolving to meet the needs of our customers, and we love watching our partners evolve alongside us."   Even has continued its rapid growth trajectory in 2020, surpassing over $3 billion in credit issued through its API, expanding its platform to over 400 partners, and was recently named as one of “America’s Best Startup Employers” by Forbes for 2021 and placed in the Top 50 of the 2020 Deloitte Technology Fast 500. Even has secured over $60+ million in funding from major financial institutions and venture capital firms, backing its goal to evolve the financial services acquisition ecosystem, with real-time, personalized search, comparison, and recommendations.   To learn more, please contact us at Partner.Salesforce@EvenFinancial.com.     About Salesforce AppExchange   Salesforce AppExchange, the world’s leading enterprise cloud marketplace, empowers companies to sell, service, market and engage in entirely new ways. With more than 6,000 listings, 8 million customer installs and 90,000 peer reviews, it is the most comprehensive source of cloud, mobile, social, IoT, analytics and artificial intelligence technologies for businesses.     Additional Resources   • Like Salesforce on Facebook: https://www.facebook.com/salesforce   • Follow Salesforce on Twitter: https://twitter.com/salesforce   • Become a fan of Even Financial on Facebook: https://www.facebook.com/evenfinancial/   • Follow Even Financial on Twitter: https://twitter.com/evenfinancial   • Keep up with Even Financial on LinkedIn: https://www.linkedin.com/company/evenfinancial/   Salesforce, AppExchange and others are among the trademarks of salesforce.com, inc.   About Even Financial   Founded in 2014, Even Financial is a B2B fintech company that is transforming the way financial institutions find and connect with consumers. As the leading search, comparison, and recommendation engine for financial services, Even seamlessly bridges financial institutions (including American Express, Goldman Sachs, and SoFi) and channel partners (such as TransUnion and LendingClub) via its simple yet robust API and embeddable solutions. Even turns any consumer touchpoint into an ROI-driven, fully customizable, programmatic acquisition source with full compliance and security at scale. Even’s investors are leading financial services firms and VCs, including American Express Ventures, Canaan Partners, Citi Ventures, F-Prime Capital (Fidelity), Greatpoint Ventures, Goldman Sachs, LendingClub, and MassMutual Ventures. Even was named as one of “America’s Best Startup Employers” by Forbes for 2021 and placed in the Top 50 of the 2020 Deloitte Technology Fast 500, which recognizes the fastest growing tech companies in the world. Even has originated over $3B in credit to date.    To partner with us, click below to get started.
Even Named to Forbes’ List of “America’s Best Startup Employers” for 2021
FORBES
Even Named to Forbes’ List of “America’s Best Startup Employers” for 2021
After evaluating 2,500 American startups with at least 50 employees, Even has been named in the Top 500 of Forbes’ second annual list, which recognizes companies that stand out in: employer reputation, employee satisfaction, and growth.   Click below to see full listing.
Even Ranked Top 50 in the Deloitte Technology Fast 500
DELOITTE
Even Ranked Top 50 in the Deloitte Technology Fast 500
Even is ranked within the Top 50 on the Deloitte Technology Fast 500, a prestigious list that ranks the fastest-growing technology and life sciences companies in North America.   To see the full list of winners click the button below.