RIA Evergreen Wealth Taps into Personal Finance with Evergreen.ai

Hybrid registered investment advisor Evergreen Wealth has launched its artificial intelligence tool, dubbed Evergreen.ai, targeted at providing clients with personalized financial strategies. 

Evergreen.ai offers projections and tailored calculators for long-term financial planning, security prices, equity compensation, various retirement accounts, college savings accounts, tax strategies, and housing. 

The platform gathers data regarding a user’s income, expenses, and investments and utilizes the information to provide their financial questions and guide the decisions that shape their financial life. 

For clients of Evergreen Wealth who have already registered for the tool during its beta stage will receive access to Evergreen.ai cost-free until next January, the RIA stated. 

“Until today, the best financial advice has always been out of reach for everyday Americans,” Bill Harris, CEO and founder of Evergreen.ai, said. “Evergreen.ai is different. It combines specialized models, knowledge bases and quantitative tools built for one purpose only: personalized financial advice.” 

Alongside Harris, the platform was also co-founded by the firm’s chief technology officer Bryan Godwin. 

Evergreen Wealth’s latest venture comes after the RIA partnered with Apex Fintech Solutions to bolster its wealth management platform, Dynamic Portfolios, in November. 

Miami-based Evergreen Wealth was launched last October and provides financial planning, investment portfolio analysis, investment management, and a range of tax strategies. 

Pictured: Bill Harris