N A P A B L A C K B O O K 2 01 9 | N A P A F I R M P A R T N E R S | T O O L S & T E C H N O L O G Y NAPA FIRM PARTNERS
E A S T G R A N B Y , C T | e a c he nte rp r i s e . co m KEY CONTACTS
Eric Henon | 860.653.1705 | ehenon@eachenterprise.com Hugh Lindo | 860.985.8865 | hlindo@eachenterprise.com
FIRM PROFILE
EACH Enterprise, LLC is dedicated to the institutional retirement plans market, serving recordkeeping service providers, investment management firms, and advisory firms. EACH Enterprise helps client firms establish and maintain a clear position in target markets. Its coordinated initiatives include meeting planning, research, reporting, content production, news release, social media, public speaking, education, and campaign management services.
IN BUSINESS SINCE
2007
PRODUCT/SERVICE CATEGORY
Other
PRODUCT/SERVICE DESCRIPTION
Meeting planning, discovery research, reporting, content production, news release, social media, public speaking, education, and campaign management services
EVOSHARE, INC.
B E R K E L E Y , C A | e v o s h are. com KEY CONTACTS
Eugeny Prudchyenko | 800.828.9501 | eugeny.prudchyenko evoshare.com Dan Tseytlonok | 800.828.9501 | dan.tseytlonok evoshare.com Jose Anaya | 800.828.9501 | ose.anaya evoshare.com
FIRM PROFILE
EvoShare is a premiere cash-back savings program that provides employers with a set it and forget it experience. With EvoShare, plan participants can spend as usual at over 12,000 participating online and local businesses and receive up to 0 cash back toward a financial account 401(k) or 40 (b) plan, IRA, HSA, student loan, or plan. EvoShare has been featured in Forbes, Inc., Entrepreneur, and The Huffington Post. It won the 01 DC Genie Award from 401(k) T for Best Financial Technology and was a finalist for KNect s 01 Finovate Award for Top Emerging Tech Company.
IN BUSINESS SINCE
2015
PRODUCT/SERVICE CATEGORY
Other
PRODUCT/SERVICE DESCRIPTION
EvoShare is the only platform that allows employees to recapture a portion of their spending as cash-back that is applied to their retirement plan, college savings fund or student loan repayment. Financial advisors that partner with EvoShare have the opportunity to provide a one-ofa-kind benefit to their clients. EvoShare is able to offer cash-back on users daily in-store and online purchases through their integrations with the top affiliate rewards networks in the U.S. Without re uiring behavioral change from users, EvoShare increases plan contributions, participation and assets under management - while providing hundreds of potential touchpoints for your brand.
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EACH ENTERPRISE, LLC
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