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Everence Financial logo — company profile

Everence Financial

Founded 1945 United States Goshen, United States 292 employees Financial Services, Insurance

General Information

Company Name Everence Financial
Founded Year 1945
Location United States Goshen, United States +5
Employees 292
Industries Financial Services, Insurance
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About Everence Financial

Everence Financial is a Christian-based, member-owned financial services organization founded in 1945 by the Mennonite Church. It aims to help individuals, organizations, and congregations integrate their faith and values into their financial decisions by offering banking, insurance, investments, asset management, financial planning, charitable, and other financial services. Everence has a nationwide team of over 400 staff and advisors, along with more than 1,500 volunteer advocates serving in congregations. The company's products and services are open to everyone interested in practicing stewardship aligned with founding values. Everence also has long-standing ties to denominations with historic Anabaptist roots. The company grew out of a tradition of church communities putting faith into action by sharing resources. Over the years, it expanded its offerings to include various mutual aid and stewardship programs. Everence is the stewardship agency of the Mennonite Church USA and maintains relationships with other denominations with historic Anabaptist roots. It provides community benefits and stewardship education with a focus on aligning financial decisions with faith and values. However, Everence Financial lacks specific information on its headquarters, recent investments, and investors. Its disclosure emphasizes that securities are offered through Concourse Financial Group Securities, Inc., member FINRA/SIPC, and encourages direct contact for error disputes. Additionally, the company advises against sharing personal information on social media to prevent exposure to scammers. With a rich history and a clear mission to integrate faith and values with financial decisions, Everence Financial caters to a specific niche while aiming to provide inclusive stewardship opportunities for a broader audience.

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Everence Financial Alternatives & Competitors

Everence Financial vs
O'Keefe Stevens Advisory, Inc.
O'Keefe Stevens Advisory, Inc.

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Everence Financial vs
The Lyman Group
The Lyman Group United States

Helping clients protect their wealth while helping them pursue retirement goals.

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Everence Financial vs
Fusco Financial Associates, Inc.
Fusco Financial Associates, Inc. United States

A Tradition of Preserving Wealth and Building Relationships

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FAQ About Everence Financial

About us Everence® is a Christian-based, member-owned financial services organization dedicated to helping individuals, organizations and congregations integrate their faith and values with their decisions about money. Through our national team of professionals, Everence offers banking, insurance,...
Everence Financial was founded in 1945.
Everence Financial is headquartered in Goshen, United States.
Everence Financial operates in the following industries: Financial Services, Insurance.
Everence Financial has approximately 292 employees.
Top alternatives and competitors to Everence Financial include O'Keefe Stevens Advisory, Inc., The Lyman Group, Fusco Financial Associates, Inc., Baldwin Capital Management, Inc., FFEC Wealth Partners. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Everence Financial and O'Keefe Stevens Advisory, Inc. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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