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Cloud-based CRM software designed to meet the needs of Financial Services Professionals.

  • Stage Full Product Ready
  • Industry Financial Services
  • Location Newport Beach, CA, USA
  • Currency USD
  • Founded October 2011
  • Employees 3
  • Website

Company Summary

Evervize is a cloud-based CRM application for Financial Service Professionals. We have developed a Web and iPad app that work seamlessly through the cloud. Our software was developed to meet the needs of Financial Advisors that are struggling to stay organize and efficient with all of their clients. Evervize provides Advisors with the ability to access all of their office files right from an iPad and from the Web.


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    Ryan John Sandberg
    Co-Founder & CEO

    Co-Founder of Evervize CRM software. Launched first generation automotive telematics system (Blue Link) for Hyundai Motor America and managed the development of mobile applications. Blue Link has grown to 500,000 users in 2 years. Experience with SaaS, CRM, Mobile Applications, Operations, and Product Management.

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    Rich Neff Kettley
    Co-Founder & COO

    Co-Founder of Evervize CRM software. Extensive experience in teaching business practitioners the psychology of sales and how to implement these concepts into their professional and personal relationships.

    Within the financial industry, he has worked in various capacities including: software development, training, technical support and, of course, sales & marketing.

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    Tahmid Choudhuri
    Chief Architect Web and iPad Application

    Sr. Software Engineer with 19 years of enterprise software development experience.

    Designed, developed and published iPhone App: EmpowerTime Mobile
    for Empower Software Solutions, Inc. Also working on Windows 7 Mobile App.

    Developed Advisys echoWealth for Consumer, WebBRT Financial Planning Software, and Compliance Panel Admin Tool for Advisys Inc.

    Designed and developed Vendor Management Report Module, Vendor Setup Admin Module of Agi