45
41
Growth Score
-26 pts
Heat Score
-18 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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306080
Evergreen is a financial technology firm dedicated to bringing innovation to the staid world of wealth management using digital technology.
- Bill Harris: Founder & CEOPast Role: Nirvana Technology, Founder and CEO
About the Company
Evergreen is a financial technology firm dedicated to bringing innovation to the staid world of wealth management. We use digital technology to re-engineer traditional banking and investment products and deliver a custom financial solution to each individual client.
Evergreen Wealth was founded by Bill Harris, former CEO of PayPal, Intuit and
Personal Capital, an investment firm he founded and grew to $23 billion in assets. Our team includes technology veterans, product specialists and financial advisors.
