Insights

Fiduciary Differentiator Evident Financial operates under a fiduciary standard, presenting a compelling pitch to potential clients seeking objective, conflict-free financial advice during retirement transitions.

Retirement Focus Specialization in investment advisory and financial planning for individuals in or transitioning to retirement suggests aligned cross-sell opportunities with estate planning, Social Security optimization, and retirement income strategies.

Boutique Scale Small team with broad experience (over 70 years combined) and revenue in the lower mid-range indicates a target of high-touch, personalized service; potential for premium advisory offerings and selective partnerships.

Technology Stack Cloud-based and web-centric tools (AWS, WordPress, cloud services, analytics) enable scalable client onboarding, transparent reporting, and secure data handling suitable for expanding client bases.

Growth Signals Recent hires in specialized roles (divorce financial specialist, CFO) imply expansion into niche advisory services and advanced accounting, presenting cross-sell opportunities in complex financial scenarios and business development partnerships.

Similar companies to Evident Financial

Evident Financial Tech Stack

Evident Financial uses 8 technology products and services including Amazon Web Services, WordPress, Microsoft 365, and more. Explore Evident Financial's tech stack below.

Evident Financial's Email Address Formats

Evident Financial uses at least 1 email format:
Evident Financial Email FormatsExamplePercentage
First@evidentfinancial.comJohn@evidentfinancial.com
100%

Frequently Asked Questions

What is Evident Financial's official website and social media links?

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Evident Financial's official website is evidentfinancial.com and has social profiles on LinkedIn.

How much revenue does Evident Financial generate?

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As of August 2026, Evident Financial's annual revenue is estimated to be $1M - $10M.

What is Evident Financial's NAICS code?

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Evident Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Evident Financial have currently?

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As of August 2026, Evident Financial has approximately 4 employees across 1 continents, including North America. Key team members include Chief Financial Officer: C. S. Explore Evident Financial's employee directory with LeadIQ.

What industry does Evident Financial belong to?

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Evident Financial operates in the Financial Services industry.

What technology does Evident Financial use?

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Evident Financial's tech stack includes Amazon Web Services, WordPress, Microsoft 365, JSON-LD, Datadog, Cloudflare Bot Management, MediaElement.js and Vimeo.

What is Evident Financial's email format?

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Evident Financial's email format typically follows the pattern of First@evidentfinancial.com. Find more Evident Financial email formats with LeadIQ.

When was Evident Financial founded?

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Evident Financial was founded in 2016.
Evident Financial logo

Evident Financial

Financial ServicesPennsylvania, United States2-10 Employees

Evident Financial is a division of AllStreet Financial, LLC, operating as a fee-only registered investment advisor that provides investment advisory and financial planning services for individuals in or approaching retirement. Based in Erie, Pennsylvania, the firm distinguishes itself from traditional brokers by adhering to a fiduciary standard, aiming to deliver objective, conflict-free guidance focused on the client’s best interests. The team combines decades of investment management and financial planning experience to support clients through retirement transitions and ongoing financial planning needs. Recent staffing additions in Erie include roles focused on divorce financial planning and corporate accounting, reflecting ongoing client service expansion. Serving as part of the broader financial services industry, Evident Financial emphasizes transparency and a straightforward advisory experience without hidden fees or product-driven incentives.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Evident Financial's revenue is estimated to be in the range of $1M - $10M

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