Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
EverSource Wealth Advisors Logo
EverSource Wealth Advisors Growth Score
22
CB Rank
156326
Heat Score
53
EverSource Wealth Advisors can provide a variety of financial planning services to help wealth advisors to achieve balance and growth
Founded
obfuscation
PrivateSeed Birmingham, Alabama, United States11-50 eversourcewealthadvisors.com
Compliance
Financial Services
Information Technology
Wealth Management
Overview

EverSource Wealth Advisors
Total Funding
obfuscation
Growth Score
22
Heat Score
53

Total Funding
obfuscation
obfuscation
Seed raised
obfuscation
Growth Score22
-3 pts
in past quarter
Heat Score 53
-14 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About EverSource Wealth Advisors

CB Rank
156326
EverSource Wealth Advisors can provide a variety of financial planning services to help wealth advisors to achieve balance and growth
Founded
obfuscation
PrivateSeed Birmingham, Alabama, United States11-50 eversourcewealthadvisors.com
Compliance
Financial Services
Information Technology
Wealth Management

Funding Rounds

Seed
OBF
in
obfuscation
Seed
OBF
in
obfuscation

Key People

Details

Legal Name EverSource Wealth Advisors, LLC
Operating Status Active
Company Type For Profit
Founders  Don Murphy, Mark Wesson
About the Company
EverSource provides the resources and world-class partners for financial advisors to be successful. Their comprehensive platform includes complete state-of-the-art tools and services that equip you to serve your clients with excellence through a fiduciary duty, for impact.
Phone Number 205-982-5515
Contact Email explore@EverSourceWealthAdvisors.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

EverSource Total Support System
A comprehensive back office support system for independent financial advisors covering technology, investment management, operations, compliance, and client services.
Comprehensive Wealth Management
Financial planning and investment management services aimed at helping clients organize finances, mitigate risks, and align investments with their values and goals.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

Company Funding

Total Funding Amount 
obfuscation
Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Seed Round - EverSource Wealth Advisors Logo
Seed Round - EverSource Wealth Advisors
—
obfuscation
— Seed
obfuscation
Seed Round - EverSource Wealth Advisors Logo
Seed Round - EverSource Wealth Advisors
—
obfuscation
— Seed
obfuscation
Seed Round - EverSource Wealth Advisors Logo
Seed Round - EverSource Wealth Advisors
—
obfuscation
— Seed
obfuscation
Seed Round - EverSource Wealth Advisors Logo
Seed Round - EverSource Wealth Advisors
—
obfuscation
— Seed
obfuscation
Seed Round - EverSource Wealth Advisors Logo
Seed Round - EverSource Wealth Advisors
—
obfuscation
— Seed

Funding Rounds

Total Funding Amount 
obfuscation
Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Seed Round - EverSource Wealth Advisors Logo
Seed Round - EverSource Wealth Advisors
—
obfuscation
— Seed
obfuscation
Seed Round - EverSource Wealth Advisors Logo
Seed Round - EverSource Wealth Advisors
—
obfuscation
— Seed
obfuscation
Seed Round - EverSource Wealth Advisors Logo
Seed Round - EverSource Wealth Advisors
—
obfuscation
— Seed
obfuscation
Seed Round - EverSource Wealth Advisors Logo
Seed Round - EverSource Wealth Advisors
—
obfuscation
— Seed
obfuscation
Seed Round - EverSource Wealth Advisors Logo
Seed Round - EverSource Wealth Advisors
—
obfuscation
— Seed

Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 4 Board Members and Advisors 1 Contacts 31

Employee Profiles

Board Members and Advisors

News

News and Press

News•Nov 20, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Aug 22, 2023
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

781
603.6%
 in past month

IT Spend

$130.9KThis year, EverSource Wealth Advisors is projected to spend $130.9K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Meta Platforms, Inc. Logo
Meta Platforms, Inc.
93
Zoom Logo
Zoom
85
Measure Impact Logo
Measure Impact
82

Active Website Tech Count

48EverSource Wealth Advisors is actively using 48 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  HSTS.

Total IP

7EverSource Wealth Advisors has registered 7 trademarks with the most popular class being 'Advertising; business', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is EverSource Wealth Advisors's headquarters? EverSource Wealth Advisors is located in Birmingham, Alabama, United States.When was the last funding round for EverSource Wealth Advisors? EverSource Wealth Advisors closed its last funding round on
obfuscation
from a Seed round.Who are EverSource Wealth Advisors's competitors? Alternatives and possible competitors to EverSource Wealth Advisors may include HighTower Advisors, Mariner Wealth Advisors, and  Cresset.How much funding has EverSource Wealth Advisors raised to date? EverSource Wealth Advisors has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(2e7868f 1)
|