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Evergreen Wealth

Evergreen Wealth Email Formats

Financial ServicesFlag of USMiami, Florida, United States51-100 Employees

Evergreen Wealth Email Formats

Evergreen Wealth uses 3 email formats. The most common is {first name} (e.g., john@evergreenwealth.com), used 74.4% of the time.

FormatExamplePercentage
{first name}
john@evergreenwealth.com
74.4%
{first initial}
j@evergreenwealth.com
20.5%
{first name}.{last name}
john.doe@evergreenwealth.com
5.1%

Key Contacts at Evergreen Wealth

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Anthony Hicks

Director Of Human Resources & Recruiting

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Sarah Mogill

Director Of Strategy

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Ashley Rousseau

Director, Organic Marketing

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Andrew Leneve

Director, Financial Advisors

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Kimberly Torres

Director, People & Talent

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Bryan Godwin

Chief Technology Officer

Company overview

HeadquartersMiami, Florida, United States
Websites
NAICS52
Founded2023
Employees51-100

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

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry
Manager
Director

Employees by Department

Evergreen Wealth has 32 employees across 11 departments.

Departments

Number of employees

Funding Data

Explore Evergreen Wealth's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2024-05-014N/A

Funding Insights

1

Number of funding rounds

Evergreen Wealth Tech Stack

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

Cloudflare

Cloudflare

CDN

Adobe Fonts

Adobe Fonts

Font scripts

Google Workspace

Google Workspace

Email

Amazon Web Services

Amazon Web Services

PaaS

Google Hosted Libraries

Google Hosted Libraries

CDN

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Facebook Pixel

Facebook Pixel

Analytics

Linkedin Insight Tag

Linkedin Insight Tag

Analytics

Taboola

Taboola

Advertising

Frequently asked questions

Evergreen Wealth is located in Miami, Florida, US.
Evergreen Wealth was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.
Evergreen Wealth has approximately 51-100 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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