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Evergreen Gavekal

Evergreen Gavekal Email Formats

Financial ServicesFlag of US1412 112th Ave NE, Suite 100, United States21-50 Employees

Evergreen Gavekal Email Formats

Evergreen Gavekal uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@evergreengavekal.com), used 75% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@evergreengavekal.com
75%
{first name}{last name}
johndoe@evergreengavekal.com
14.3%
{first initial}{first initial}
jj@evergreengavekal.com
3.6%
{first initial}
j@evergreengavekal.com
3.6%
{last name}{last name}
doedoe@evergreengavekal.com
3.6%

Key Contacts at Evergreen Gavekal

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Jeff Otis

Director Of Private Wealth, Partner

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Christopher Dankworth

Managing Director & Partner At Evergreen Gavekal

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Katie Vercio

Director Of Financial Planning

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Sean Figueroa

Managing Director & Partner

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Tom Eulberg

Director Of Compliance

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Heidi Jeromanovs

Senior Financial Planner, Regional Director Oregon

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Helene Fehler

Director

Company overview

Headquarters1412 112th Ave NE, Suite 100, Bellevue, Washington 98004, US
Phone number+17072879686
Websites
NAICS52
Founded1983
Employees21-50
Socials

About Evergreen Gavekal

Evergreen Gavekal is an independent registered investment advisor (RIA) serving high-net-worth individuals, families, and endowments. INTEGRATED WEALTH PLANNING: Combining financial planning and custom portfolio management helps clients more effectively meet their financial goals. DYNAMIC INVESTMENT STRATEGIES: We don’t just rebalance you, we seize market opportunities. ADVANCED DATA ANALYTICS: Our process allows us to analyze and measure changes in investor behavior. PROPRIETARY INSTITUTIONAL RESEARCH: Clients benefit from access to one of the industry’s leading institutional research providers, used by prominent financial institutions in the world. EXPERIENCED WEALTH MANAGEMENT: Our sole pursuit is to act in the best interest of our clients. We invest capital based on the application of fundamental research, evidence-based principles, and risk management. We also believe in an integrated approach to wealth management. https://www.evergreengavekal.com/about

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
C-Suite
Manager

Employees by Department

Evergreen Gavekal has 24 employees across 7 departments.

Departments

Number of employees

Funding Data

Evergreen Gavekal has never raised funding before.

Evergreen Gavekal Tech Stack

Discover the technologies and tools that power Evergreen Gavekal's digital infrastructure, from frameworks to analytics platforms.

CivicTheme

CivicTheme

UI frameworks

Oxygen

Oxygen

Page builders

jQuery UI

jQuery UI

JavaScript libraries

Cloudflare

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Salesforce Marketing Cloud Account Engagement

Marketing automation

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

HTTP/3

HTTP/3

Miscellaneous

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Kinsta

Kinsta

Hosting

Google Analytics

Google Analytics

Analytics

Frequently asked questions

Evergreen Gavekal is located in 1412 112th Ave NE, Suite 100, US.
You can reach Evergreen Gavekal at +17072879686.
Evergreen Gavekal was founded in 1983, making it 43 years old. The company has established itself as a significant player in its industry over this time.
Evergreen Gavekal has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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