Overview
Evergreen Wealth is a digital Registered Investment Advisor that combines human financial advisors with an AI engine, Evergreen Intelligence, to offer tax-aware investment management and financial planning for affluent clients. Its core product, Dynamic Portfolios, uses hundreds of individual securities to enable direct indexing and daily tax-loss harvesting, aiming to maximize after-tax returns. The platform provides a consolidated view of a client’s finances via desktop and mobile apps with biometric security, and operates under a fiduciary duty with a single all-inclusive advisory fee; banking and brokerage services are provided through partner institutions. The goal is to help high-net-worth individuals in high-tax states achieve higher after-tax yields through transparent, AI-assisted, personalized advice.
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Simplify's take
What believers are saying
- September 2026 launched Evergreen.ai, free through January 1, 2028 for beta registrants.
- Evergreen Wealth reached $147.4 million discretionary AUM by September 30, 2026.
- Apex Fintech Solutions powers Dynamic Portfolios, strengthening execution and infrastructure in November 2025.
What critics are saying
- November 4, 2026 reports said Evergreen.ai beta ends November 11, 2026.
- Clients transfer to other advisors or custodians by year-end, signaling retrenchment.
- The company is shuttering, deleting user data, and dismantling the consumer product.
What makes Evergreen Wealth unique
- Bill Harris brings PayPal, Intuit, and Personal Capital pedigree to affluent wealth management.
- Evergreen combines human advisors with Evergreen Intelligence for tax-aware, personalized portfolio construction.
- Dynamic Portfolios use direct indexing and daily tax-loss harvesting across hundreds of securities.
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