Financial clarity for
the life you want.
Feel confident about where you’re headed, with personalized advice built on your real numbers. Accounts, goals, and tax planning, together in one place.
Evergreen.ai is an AI-based service. Everyone who registers during the public beta period will enjoy free access through January 1st, 2028.
Examples and figures shown are illustrative only and do not represent actual client results. All investments involve risk, including the possible loss of principal. Actual results will vary based on individual factors, assumptions, or inputs used.
Evergreen.ai is available at no cost. Additional services, like human investment advisor services and investment management, are available through Evergreen Wealth Advisors at a cost.
AI can make mistakes.
The tools you’d expect from a financial team built into an app.
And more across your financial life
Retiring at 62 lowers the median path in the early years and widens the range of outcomes. Based on your current inputs, this scenario may reach an estimated $2.10M by age 90, close to 13% under the age 65 path.
Illustrative example. Projections are hypothetical and depend on user inputs.
Lifetime Planning
See how today’s choices shape tomorrow.
Get a clearer view of what may be ahead based on your goals, accounts, and assumptions.
Examples and figures shown are illustrative only and do not represent actual client results. All investments involve risk, including the possible loss of principal. Actual results will vary based on individual factors, assumptions, or inputs used.
Register during the beta for free access through January 1, 2028. No credit card required.
Financial advice in seconds.
From financial planning to tax analysis. Faster than scheduling a callback.
Try Evergreen.ai freeStart a conversation.
Open the app and ask anything about your money in plain language. The more you share, the more specific the advice.
Watch your plan come together.
Explore interactive analysis across taxes, retirement, investing, equity comp, and more.
Connect your picture.
Securely add your accounts and details so answers are built on your real numbers.
One app for the decisions across your financial life.
We’ll let you be the judge.
Built around your whole financial picture
Account linking included at no cost
Shows how one decision affects the rest of your plan
Math from rules-based calculations, not a language model
Your data is not used to train public AI models
Free to use
Category comparison based on publicly available information as of July 2026; capabilities, pricing, and policies change over time. Evergreen.ai’s AI can make mistakes. See our Privacy Center for how we handle your data.
When you link external accounts, Plaid securely connects your financial institution to Evergreen.ai so we can build a more complete financial picture. We do not sell your personal information.
Wherever you are with your money.
Good financial planning shouldn’t require wealth to access.
Quality planning has often required the right connections, the right zip code, or the right net worth. Evergreen.ai is built to change that.
- •Register during the beta for free access through January 1, 2028
- •Ask anything. Never judged, never rushed
- •Advice built on your actual situation
Your data stays yours.
Privacy and security are built into each interaction. Your most sensitive information is protected from the first question you ask.
See how your data is protectedEncrypted and securely stored
Your data is encrypted in transit and at rest and securely stored, so your information stays protected.
Never sold
Your personal financial information is not sold to third parties.
Private to your account
Your information is never used to train public AI models, and each session stays private to you.
Three decades of building financial tools.
Evergreen.ai founder Bill Harris is the former CEO of Intuit and PayPal, and the founder of Personal Capital. He has spent his career building financial technology to help people understand, protect, and grow their money.
“Good financial advice has always existed. What’s been missing is access. We built Evergreen.ai to fix that.”Bill Harris, Founder and CEO
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Conversations about money, taxes, and building a life you don’t have to worry about.
Questions, answered.
Register during the public beta and Evergreen.ai is free through January 1, 2028. There’s no credit card required to get started.
It advises, but it isn’t an advisor you hire. Evergreen.ai is self-service: ask a question, and it responds based on the information you’ve shared. Using it doesn’t make you a client of Evergreen Wealth Advisors. A full advisory relationship, with human advice and investment management, starts when you sign an investment advisory agreement.
General-purpose AI typically doesn’t know your accounts, your taxes, or your goals. Evergreen.ai builds a model of your financial life and runs analysis on your actual numbers so answers are specific to you.
Financial planning, tax strategy, equity compensation, estate analysis, retirement and income, investments, real estate, and charitable giving, all from one picture of your financial life.
Privacy and security are built into each interaction. Your data is encrypted, securely stored, and not sold to third parties. Your personal financial information is not used to train public AI models, and each session stays private and isolated to your account. See how your information is protected.
No. You can start by simply asking questions. Adding your accounts makes the advice more personalized, because answers are then built on your real numbers.
Evergreen.ai provides general education and calculators and may provide personalized advice when you share sufficient information about your finances. This is not legal, tax, insurance or estate planning counsel and is not a recommendation to buy or sell a security.
See your whole financial picture.
Ask your first question and get advice built on your actual situation. Register during the beta and it’s free through January 1, 2028.
Try Evergreen.ai freeNo credit card required.
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