Evercore Wealth Management
Financial Services • 
Manhattan, New York, United States • 101-200 Employees
Company overview
| Headquarters | 55 East 52nd Street, New York, New York 10055, US |
| Phone number | +12128227620 |
| Websites | |
| NAICS | 52 |
| Keywords | Wealth Management, Impact Investing, Transaction Planning, Portfolio Management, Estate Planning, Investment Management, Philanthropy, Independent Fiduciary, Women And Investing |
| Founded | 2008 |
| Employees | 101-200 |
| Socials |
Key Contacts at Evercore Wealth Management
Justin Miller
Partner And National Director Of Wealth Planning
Tracy Schneider
Managing Director, Director Of Marketing/Sales Coordination
Sean Brady
Managing Director, Wealth & Fiduciary Advisor
Nancy Shavel Gabel
Managing Director
Erica Sloan
Director
Maxwell Grimard
Director
Michael Chung
Director
Belinda Micu
Managing Director
Tom Mahowald
Managing Director - Portfolio Manager
Richard Mcdermott
Director - Financial Advisor
Evercore Wealth Management Email Formats
Evercore Wealth Management uses 5 email formats. The most common is {first initial}.{last name} (e.g., j.doe@evercore.com), used 45.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@evercore.com | 47.6% |
{first name}.{last name} | john.doe@evercore.com | 31% |
{last name} | doe@evercore.com | 20.2% |
{first name}{last name} | johndoe@evercore.com | 1.2% |
About Evercore Wealth Management
The New Standard in Wealth Management. Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. The firm is a registered investment advisor, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. The firm, which was founded in November 2008, manages client assets totaling approximately $14.4 billion as of June 30, 2025. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank headquartered in Delaware, providing a modern alternative to traditional trust companies, along with access to the tax and regulatory advantages associated with Delaware trusts. More information about Evercore Wealth Management can be found at https://www.evercorewealthandtrust.com/. Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisors Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Evercore Wealth Management revenue & valuation
| Annual revenue | $9,582,160 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $30,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Evercore Wealth Management has 53 employees across 9 departments.
Departments
Number of employees
Funding Data
Evercore Wealth Management has never raised funding before.
Evercore Wealth Management Tech Stack
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