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Overview
Evergreen Wealth is a digital Registered Investment Advisor that blends human financial advisors with an AI engine, Evergreen Intelligence, to offer tax-aware investment management for affluent and high-net-worth clients. Its core product, Dynamic Portfolios, is built from hundreds of individual securities to enable direct indexing and daily tax-loss harvesting, aiming to maximize after-tax returns, with a consolidated view of all money via desktop and mobile apps secured with biometric authentication. The firm operates under a fiduciary model and charges a single all-inclusive advisory fee based on assets under management, with banking and brokerage services provided through partner institutions. Its goal is to deliver tax-efficient investing and comprehensive financial planning through a transparent, AI-assisted human advisor approach for high-tax-state taxpayers.
About Evergreen Wealth
Industries
Data & Analytics
Fintech
AI & Machine Learning
Financial Services
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Miami, Florida
Founded
2023
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Simplify's Take
What believers are saying
- September 21, 2026 launch created fresh consumer awareness across desktop and mobile.
- Bryan Godwin says seven pending patents protect Evergreen.ai's financial-advice engine.
- Free beta through 2028 lowers adoption friction and accelerates dataset collection for model improvement.
What critics are saying
- Evergreen.ai is free through January 1, 2028, delaying monetization and validating demand.
- AI tax and retirement guidance invites SEC and state-regulator scrutiny after any client error.
- Custody depends on Coastal Community Bank, Apex, and Schwab; partner failures can cripple operations.
What makes Evergreen Wealth unique
- Bill Harris founded PayPal, Intuit, and Personal Capital; Evergreen launched September 2026.
- Evergreen Intelligence combines human advisors with deterministic AI for tax-aware planning.
- Dynamic Portfolios use direct indexing and daily tax-loss harvesting for affluent clients.
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Growth & Insights and Company News
6 month growth
↓ -12%1 year growth
↓ -10%2 year growth
↓ -10%Bill Harris, former CEO of PayPal, Intuit and Personal Capital, has launched Evergreen.ai, an AI-powered financial advice application through his registered investment adviser Evergreen Wealth. The self-directed service aims to bring wealth management techniques to a broader pool of investors, offering personalised financial, retirement, investment and tax strategies. The app is free through 1 January 2028 for those registering during the beta period, with no minimum account balance required. It includes calculation tools tracking security prices, equity compensation, net worth, home ownership, retirement accounts and tax strategies. The platform pairs Large Language Models with deterministic software for calculations, grounded in current financial and tax knowledge. Co-founder and CTO Bryan Godwin has filed seven pending patents related to the technology.
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About Evergreen Wealth
Industries
Data & Analytics
Fintech
AI & Machine Learning
Financial Services
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Miami, Florida
Founded
2023
There are no jobs for Evergreen Wealth right now.
Find jobs on Simplify and start your career today