Evergreen Wealth
Finance · North Carolina, United States · 11-50 Employees
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Overview
Headquarters
5540 Centerview Dr Ste 204, Raleigh, Nor...Phone Number
(888) 884-0557Website
www.evergreenwealth.comRevenue
<$5 MillionIndustry
About Evergreen Wealth
Evergreen Wealth is a financial advisory service that combines human expertise with advanced technology to manage clients' investments and financial planning. They offer personalized investment management, tax optimization strategies, and a dedicated advisor for each client. Targeting high-net-worth individuals with a minimum investment of $250,000, Evergreen Wealth aims to enhance after-tax performance and provide tailored financial advice. Founded by Bill Harris, a former CEO of PayPal and Intuit, the company is a Registered Investment Advisor regulated by the SEC.Explore more
SIC Code 62,628NAICS Code 52,523Show more
Evergreen Wealth Org Chart
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Evergreen Wealth Tech Stack
A closer look at the technologies used by Evergreen Wealth
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Evergreen Wealth is a financial advisory service that combines human expertise with advanced technology to manage clients' investments and financial planning. They offer personalized investment management, tax optimization strategies, and a dedicated advisor for each client. Targeting high-net-worth individuals with a minimum investment of $250,000... Read More
