Ray Martinez, Co-Founder and President of EVERFI

Jun 26, 2019

Ray Martinez, Co-founder and President of EVERFI, is a financial literacy trailblazer with over 20 years in education. He discusses the unique founding journey of EVERFI and the launch of the new Achieve platform for adult financial literacy. Ray emphasizes the importance of personalized, engaging education, revealing how insights from K-12 programs shaped Achieve. He also tackles the pressing issue of student debt and explores EVERFI's ambitious plans to expand financial education into healthcare and emotional wellness, all while sharing his entrepreneurial experiences.

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Intro

00:00 • 5min

Empowering Adults: Launching a Mobile Financial Literacy Platform

04:31 • 4min

Addressing the Student Debt Crisis through Early Financial Education

08:34 • 3min

Empowering Financial Literacy Through Personalized Education

11:31 • 8min

Scaling Financial Literacy for Youth

20:01 • 14min

Entrepreneurial Insights and Personal Passions

34:05 • 4min

In our latest podcast, Peter Jankovsky (WG'20) speaks with Ray Martinez, the Co-Founder and President of EVERFI. EVERFI is a recognized leader in financial literacy education that uses digital learning platforms to power financial wellness products for many of the country's leading institutions. Founded in 2008, EVERFI is backed by some of America's leading CEOs and VC firms, including Amazon founder/CEO Jeff Bezos, former Alphabet Chairman Eric Schmidt, Twitter founder Evan Williams, Advance Publications, Rethink Education, and Rethink Impact. In this extensive podcast, Ray dives into: * The founding of EVERFI and how it developed a unique revenue model in its early days * How EVERFI's new Achieve platform delivers engaging, personalized financial education to consumers * How financial institutions can use Achieve to better understand and engage with their customer base * Learnings from EVERFI's K-12 educational offerings that informed the design of Achieve * EVERFI's ambitions to build out additional educational offerings for healthcare finance, savings/retirement, emotional learning, and mental wellness, among other areas Ray's learnings from his experience as an entrepreneur boot-strapping EVERFI in its early days As President of Financial Education, Ray is responsible for leading the Company's financial education business, which powers financial capability programs for hundreds of financial institutions across the country. He also oversees EVERFI's Financial Capability Network which has grown to include over 850 financial institutions, thousands of teachers, government officials, Advisory Board members, and non-profit partners. The Financial Capability Network is committed to delivering critical financial education to K-12 students and adults in all 50 states, Puerto Rico, and Canada, while also leveraging best practices and technology solutions to yield maximum impact within their communities. Ray has spent over 20 years in the education industry, having served in leadership roles at Kaplan prior to co-founding EVERFI. Questions? Comments? Want to get in touch? Send us a note at whartonfintech@gmail.com