We’re excited to announce the launch of our first product, Liquid Treasuries. To celebrate, we have taken over the homepage of The New York Times for the day (NYT.com). Learn more about Liquid Treasuries at www.evergreenmoney.com. “It’s not what you earn, it’s what you keep.”- Bill Harris, Evergreen Money Founder. Evergreen is a fintech, not a bank. A big thank you to our amazing partners: Banking products by Coastal Community Bank, Member FDIC. Investment advisory services are provided by Evergreen Money Advisors, an SEC-registered investment advisor. Treasury services by Jiko Securities, member FINRA and SIPC. More details visit sipc.org.The Jiko bank account is offered by Jiko Bank, a division of Mid-Central National Bank.
About us
We’re hard at work creating a wealth management platform that will give you a simple way to grow and manage all of your money in one place in real time. Evergreen Wealth Corporation is a fintech, not a bank. Banking services provided by Coastal Community Bank, Member FDIC. Investment advisory services provided by Evergreen Wealth Advisors. Evergreen Wealth Advisors, is a registered investment adviser with the SEC. Registration does not imply a certain level of skill or training. More information about Evergreen's investment advisory services, Form ADV Part 2, and Form CRS can be found here: https://support.evergreenwealth.com/hc/en-us/categories/30874763045652-Legal The content provided is for informational purposes only and this material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Social Media disclosures can be found here: https://support.evergreenwealth.com/hc/en-us/articles/32313396107284 Account disclosures can be found here: https://support.evergreenwealth.com/hc/en-us/categories/30874763045652
- Website
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www.evergreenwealth.com
External link for Evergreen Wealth
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Miami, FL
- Type
- Privately Held
- Founded
- 2022
Locations
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Primary
Get directions
Miami, FL 33137, US
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Get directions
Raleigh, NC 27609, US
Employees at Evergreen Wealth
Updates
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We're #hiring a new Director, People & Talent in Miami, Florida. Apply today or share this post with your network.
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We're #hiring a new Senior Recruiter in Miami, Florida. Apply today or share this post with your network.
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We're thrilled to have you! Welcome to the team Andrew Leneve
BIG news to begin 2025!!! I have officially joined Evergreen Wealth Advisors as Director of Sales! I couldn’t be more excited to be a part of this organization, one full of vibrant and talented people who are driven to build something new and special together. What is Evergreen Wealth, you ask? We are a modern, digitally-focused wealth management platform designed specifically for high earning, affluent investors looking for an alternative to the traditional model. We believe many investors have come to realize the opportunity of leveraging technology to build wealth - and the necessity of tax management to protect it. After all, it’s not only about what you make, it’s about what you keep! Our first order of business will be building a small and dynamic team of Advisors here in Dallas, TX. This first chapter is sure to present new challenges to solve, a blank slate to build from, and plenty of fun times to be had! Let’s make 2025 a year to remember!
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We're #hiring a new Systems Operations Engineer in United States. Apply today or share this post with your network.
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We're #hiring a new Lead Designer in United States. Apply today or share this post with your network.
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We're #hiring a new Web Designer in Miami, Florida. Apply today or share this post with your network.
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We're #hiring a new Lifecycle Marketing Manager in Miami, Florida. Apply today or share this post with your network.
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Alexa Sachs from Evergreen Wealth will be attending Lead Generation World at the Hard Rock Hotel in Hollywood, FL from January 6-7! If you'd like to set a meeting, reach out to Alexa— see you there!
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We're #hiring a new Senior Product Designer in Miami, Florida. Apply today or share this post with your network.