Evergreen Wealth Company Profile

Background

Mission and Vision

Evergreen Wealth is dedicated to building lasting wealth for individuals and families by providing personalized financial strategies that prioritize clients' best interests. As a fiduciary, the firm is legally and ethically bound to act in clients' best interests, offering guidance aligned with their goals and long-term perspectives.

Primary Area of Focus

The company specializes in wealth management services, focusing on high-net-worth individuals and families. Their services include personalized portfolio management, tax optimization strategies, and comprehensive financial planning.

Industry Significance

Founded by Bill Harris, former CEO of PayPal and Intuit, and the founding CEO of Personal Capital, Evergreen Wealth leverages decades of experience in financial technology and wealth management. The firm aims to revolutionize wealth management by integrating advanced tax strategies and personalized financial advice.

Key Strategic Focus

Core Objectives

Personalized Financial Strategies: Developing tailored investment portfolios that align with clients' unique financial goals and risk tolerances.

Tax Optimization: Implementing advanced tax strategies, including direct indexing and tax-loss harvesting, to enhance after-tax returns.

Comprehensive Financial Planning: Providing holistic financial advice that encompasses investment management, estate planning, and retirement strategies.

Areas of Specialization

Direct Indexing: Offering customized portfolios that replicate the performance of specific indices while allowing for tax optimization and personalization.

Tax-Loss Harvesting: Utilizing market volatility to realize losses that offset gains, thereby reducing clients' taxable income.

Dynamic Portfolios: Creating portfolios that adapt to clients' evolving financial situations and market conditions.

Key Technologies Utilized

AI-Powered Advice Engine: Integrating artificial intelligence to provide real-time financial insights and support advisor-client interactions.

Secure Data Vault: Employing advanced cybersecurity measures to protect clients' sensitive financial information.

Primary Markets Targeted

High-net-worth individuals and families, particularly those with complex financial situations such as equity compensation, concentrated stock positions, real estate holdings, or business ownership. The firm also focuses on clients residing in high-tax states who require sophisticated tax strategies.

Financials and Funding

Funding History

Specific details regarding Evergreen Wealth's funding history, total funds raised, and recent funding rounds are not publicly disclosed.

Notable Investors

Information about individual investors or venture capital firms backing Evergreen Wealth is not publicly available.

Utilization of Capital

While exact allocations are not specified, the capital is likely utilized to enhance technological infrastructure, expand service offerings, and support the firm's growth initiatives.

Pipeline Development

Key Pipeline Candidates

As a wealth management firm, Evergreen Wealth does not have a traditional product pipeline. Instead, the focus is on developing and refining financial strategies and services to meet clients' evolving needs.

Stages of Development

The firm continually assesses and updates its service offerings, integrating new financial technologies and strategies to maintain a competitive edge.

Target Conditions

Evergreen Wealth aims to address complex financial scenarios, including tax optimization, estate planning, and investment management for high-net-worth individuals and families.

Anticipated Milestones

The firm plans to expand its client base, enhance technological capabilities, and introduce new financial products and services in the coming years.

Technological Platform and Innovation

Proprietary Technologies

Direct Indexing Platform: A system that allows for the creation of personalized portfolios tailored to individual client goals and tax situations.

AI-Driven Advice Engine: An artificial intelligence system that provides real-time financial insights and supports advisor-client interactions.

Significant Scientific Methods

Tax-Loss Harvesting Algorithms: Advanced algorithms designed to identify and realize tax-loss harvesting opportunities efficiently.

Asset Location Optimization: Strategies that determine the most tax-efficient placement of assets across taxable and tax-deferred accounts.

Leadership Team

Bill Harris – Founder & CEO

Former CEO of PayPal and Intuit, and founding CEO of Personal Capital. Bill Harris has a history of leading financial technology companies and is the author of the "Investment Tax Guide: How to Slash Your Taxes."

Bryan Godwin – Chief Technology Officer

Former CEO of Isochron and VP at Crane Merchandising Systems. With over 25 years in product innovation, engineering, and technology commercialization, Bryan leads Evergreen Wealth's technological initiatives.

Paul Bergholm – Chief Financial Officer

Former CFO at Personal Capital and MyVest. Paul brings over 20 years of leadership in fintech, wealth management, and scaling financial platforms to the firm.

Samantha Muncy – Head of Advisory Services

Former Head of Customer Experience at Public and General Partner at Edward Jones. With over 20 years in wealth management, client service, and advisor development, Samantha oversees advisory services at Evergreen Wealth.

Andrew Leneve – Director of Financial Advisors

Former Group Vice President at Fisher Investments. Andrew has over 15 years in wealth management, focusing on national expansion, new client acquisition, and advisor training.

Evan Johnson – Director of Product

Former Technical Product Manager at PSCU and Product Manager at Nirvana Money. Evan has over a decade of experience in financial technology, product strategy, and platform innovation.

Sarah Mogill – Director of Strategy

Former Senior VP at Citi and Product Manager at Betterment and JPMorgan Chase. With nearly a decade in wealth strategy, digital products, and client experience innovation, Sarah leads strategic initiatives at Evergreen Wealth.

Competitor Profile

Market Insights and Dynamics

The wealth management industry is experiencing significant growth, with a projected increase in retail investor participation in private equity assets under management (AUM) by 2030. This shift presents opportunities for firms like Evergreen Wealth to expand their offerings and client base.

Competitor Analysis

Willow Wealth: A financial technology company offering access to private market asset classes, including real estate, private credit, and private equity. As of 2025, Willow Wealth reports over 500,000 members and over $6 billion in cumulative investments.

Facet Wealth: Provides financial planning and advice within the personal finance sector, focusing on membership fees. Founded in 2016, Facet Wealth is based in Baltimore, Maryland.

Powder: Offers artificial intelligence solutions for the wealth management sector, focusing on document analysis to improve client service and productivity. Founded in 2023, Powder is based in Los Altos, California.

Strategic Collaborations and Partnerships

Specific details regarding Evergreen Wealth's strategic collaborations and partnerships are not publicly disclosed.

Operational Insights

Evergreen Wealth differentiates itself through its fiduciary commitment, personalized financial strategies, and integration of advanced tax optimization techniques. The firm's leadership team, with extensive experience in financial technology and wealth management, positions it to effectively compete in the evolving wealth management landscape.

Strategic Opportunities and Future Directions

Evergreen Wealth is well-positioned to capitalize on the growing demand for personalized, tax-optimized wealth management services. The firm's focus on integrating advanced technologies and maintaining a fiduciary standard provides a competitive edge in attracting high-net-worth clients seeking comprehensive financial solutions.