The best financial advice has often gone to the people who need it least.
We’re building something to change that.
Be among the first to know when it launches.
Bill Harris, founder of Evergreen and former CEO of PayPal and Intuit, in the news:
The gap has been growing for decades.
If you have $10 million or a lot more, you can hire a team of specialists. People who find your tax opportunities, stress-test your retirement plan, and make sense of your equity compensation.
If you have $1 million or less, that level of guidance has typically been out of reach. The personalized analysis that changes financial outcomes has never scaled to everyone who needs it.
That’s what we’re changing.You deserve guidance that actually reflects your situation.
- Retirement planning
- Tax strategy
- A home you want to buy
- Equity compensation
- Estate planning considerations
- A business you might sell
- A financial question you’ve been meaning to ask
Bill Harris has spent three decades making expert financial tools available to everyone.
Bill led TurboTax at Intuit, scaling professional-grade tax preparation to people who couldn’t afford a CPA. As one of PayPal’s early CEOs, he helped build financial access infrastructure for people who had never had access to it before. At Personal Capital, he helped millions see their financial picture for the first time.
This is what he has been building toward.“Good financial guidance has always existed. What’s been missing is access. We’re building Evergreen.ai to fix that.”— Bill Harris, Founder, Evergreen.ai
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