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
- Website
- www.evergreenwealth.com
- Industry
- Financial Services
- Employees
- 53
- Founded
- 2023
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Bill Harris | Financial Technology Executive | Miami Beach, Florida, United States |
View
|
| Corey Gomes | Chief Compliance Officer | Raleigh-durham-chapel Hill Area, United States |
Email
|
| Alex Rudyak | Growth - Demand Generation - Paid | San Francisco, California, United States |
Email
Phone
|
| Kimberly Torres, Shrm-Cp | 🚀 People Ops - Ai-enabler - Building | Miami Beach, Florida, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
3 profiles
Executive
1 profile
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