Evergreen Wealth
Company

Evergreen Wealth

Financial Services Miami, Fl, United States 53 employees
Employees
53
Contacts
3
Emails
3
Phones
2

Evergreen Wealth Overview

Headquarters
Miami, Fl, United States
Industry
Financial Services
Employees
53
Founded
2023
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Evergreen Wealth

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

Evergreen Wealth Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
2
50.0% coverage

Evergreen Wealth Org Chart

Sample employees and titles
Name Title Contact
Bill Harris Financial Technology Executive
View
Corey Gomes Chief Compliance Officer
Email
Alex Rudyak Growth - Demand Generation - Paid
Email Phone
Kimberly Torres, Shrm-Cp 🚀 People Ops - Ai-enabler - Building
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Executive 1 profile

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