Evergreen.ai
AI financial-planning service from the SEC-registered investment adviser Evergreen Wealth Advisors: a conversational assistant with deterministic planning engines for tax, retirement and equity-compensation questions, free during public beta.
StageUndisclosed
Founded—
HeadquartersRaleigh, USA
Raleigh, USAStatusPrivate
Product
Selected offerings — the AI products recorded here, not the vendor's full catalogue.
-
Conversational AI financial-planning assistant that answers money questions and builds lifetime, tax, retirement and equity-compensation scenarios from linked accounts, with calculations from rules-based engines rather than the language model; free during public beta through 2028-01-01.
Similar products 48
No sourced competitor yet: no filing, vendor document or measured-market report read so far names a rival for this company, so none is asserted. The companies below are the closest by what their products do.
P
PublicUndisclosedEvergreen.ai and Generated Assets both list financial analysis; scale not recorded for either.1 of 1 capabilityShared product typeCompareF
FinOpslyEarly-stageEvergreen.ai and Costix both list financial analysis; scale not recorded for either.1 of 1 capabilityShared product typeCompareT
TIFINLate-stageEvergreen.ai and Helix both list financial analysis; Evergreen.ai's scale not recorded.1 of 1 capabilityShared product typeCompareR
RobinhoodPublicEvergreen.ai and Robinhood Agentic Trading both list financial analysis; Evergreen.ai's scale not recorded.1 of 1 capabilityShared product typeCompareX
Xiao-iPublicEvergreen.ai and DIF both list financial analysis; Evergreen.ai's scale not recorded; Xiao-i's scale not comparable: only a revenue estimate, no market cap or valuation.1 of 1 capabilityShared product typeCompareF
FinoutEarly-stageEvergreen.ai and Billy both list financial analysis; scale not recorded for either.1 of 1 capabilityShared product typeCompareA
AddeparUndisclosedEvergreen.ai and Addison both list financial analysis; scale not recorded for either.1 of 1 capabilityShared product typeCompareV
VantageEarly-stageEvergreen.ai and LLM Token Allocation both list financial analysis; scale not recorded for either.1 of 1 capabilityShared product typeCompareI
IntuitPublicEvergreen.ai and Payments AI both list financial analysis; Evergreen.ai's scale not recorded.1 of 1 capabilityShared product typeCompareI
Inception42UndisclosedEvergreen.ai and Alpha both list financial analysis; scale not recorded for either.1 of 1 capabilityShared product typeCompareR
RogoLate-stageEvergreen.ai and Felix both list financial analysis; scale not recorded for either.1 of 1 capabilityShared product typeCompareA
ArenaLate-stageEvergreen.ai and Arena both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareN
NaverPublicEvergreen.ai and AI Tab both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareA
AlphaSenseLate-stageEvergreen.ai and AlphaSense Financial Data both list financial analysis; Evergreen.ai's scale not recorded.1 of 1 capabilityShared product typeCompareQ
QuantexaLate-stageEvergreen.ai and Quantexa Decision Intelligence Platform both list financial analysis; Evergreen.ai's scale not recorded.1 of 1 capabilityShared product typeCompareP
PresightPublicEvergreen.ai and Presight Financial Solutions both list financial analysis; Evergreen.ai's scale not recorded.1 of 1 capabilityShared product typeCompareH
HebbiaLate-stageEvergreen.ai and Hebbia Matrix both list financial analysis; Evergreen.ai's scale not recorded; ships AI agent and agent platform rather than the same layer.1 of 1 capabilityDifferent layerCompareN
NiCEPublicEvergreen.ai and Xceed AI FRAML both list financial analysis; Evergreen.ai's scale not recorded.1 of 1 capabilityShared product typeCompareQ
QuoraEarly-stageEvergreen.ai and Poe both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareSA
Sakana AILate-stageEvergreen.ai and Sakana Marlin both list financial analysis; Evergreen.ai's scale not recorded.1 of 1 capabilityShared product typeCompareS
SASUndisclosedEvergreen.ai and SAS Credit Origination both list financial analysis; scale not recorded for either.1 of 1 capabilityShared product typeCompareTR
Thomson ReutersPublicEvergreen.ai and Ready to Advise both list financial analysis; scale not recorded for either.1 of 1 capabilityShared product typeCompareV
VeniceLate-stageEvergreen.ai and Venice both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareH
HyperWriteUndisclosedEvergreen.ai and HyperChat both serve buyers who need to use an everyday AI assistant; scale not recorded for either.Shared product typeCompareML
Mintplex LabsUndisclosedEvergreen.ai and AnythingLLM both serve buyers who need to use an everyday AI assistant; scale not recorded for either.Shared product typeCompareLS
LM StudioUndisclosedEvergreen.ai and LM Studio both serve buyers who need to use an everyday AI assistant; scale not recorded for either.Shared product typeCompareST
SK TelecomPublicEvergreen.ai and A. (Adot) both serve buyers who need to use an everyday AI assistant; scale not recorded for either.Shared product typeCompareB
ByteDanceUndisclosedEvergreen.ai and Doubao (豆包) both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded; ByteDance's scale not comparable: only a revenue estimate, no market cap or valuation.Shared product typeCompareS
Sapia.aiUndisclosedEvergreen.ai and Phai both serve buyers who need to use an everyday AI assistant; scale not recorded for either.Shared product typeCompareY
You.comLate-stageEvergreen.ai and You.com both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareC
CerencePublicEvergreen.ai and Cerence Assistant both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareS
SuperhumanUndisclosedEvergreen.ai and Superhuman Go both serve buyers who need to use an everyday AI assistant; scale not recorded for either.Shared product typeCompareP
PalantirPublicEvergreen.ai and AIP Assist both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareA
AmazonPublicEvergreen.ai and Alexa+ both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareM
MavvrikEarly-stageEvergreen.ai and Mavvrik Agent both list financial analysis; scale not recorded for either; ships AI agent and platform rather than the same layer.1 of 1 capabilityDifferent layerCompareW
WorkdayPublicEvergreen.ai and Workday Learning, powered by Sana both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareP
PerplexityLate-stageEvergreen.ai and Perplexity both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareM
MicrosoftPublicEvergreen.ai and Microsoft Copilot both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareW
WritesonicUndisclosedEvergreen.ai and Chatsonic both serve buyers who need to use an everyday AI assistant; scale not recorded for either.Shared product typeCompareM
MoveworksAcquiredEvergreen.ai and Moveworks Quick GPT both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded; Moveworks is acquired, with no independent scale.Shared product typeCompareG
Glean (Glean Technologies)Late-stageEvergreen.ai and Glean Assistant both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareR
RingCentralPublicEvergreen.ai and AI Virtual Assistant (AVA) both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompare01
01.AIUndisclosedEvergreen.ai and TrueNorth AI Decision Platform both list financial analysis; scale not recorded for either.1 of 1 capabilityShared product typeCompareA
AiseraAcquiredEvergreen.ai and GenIQ both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded; Aisera is acquired, with no independent scale.Shared product typeCompareRA
Relevance AIEarly-stageEvergreen.ai and Relevance Chat both serve buyers who need to use an everyday AI assistant; scale not recorded for either.Shared product typeCompareI
IBMPublicEvergreen.ai and IBM Planning Analytics both list financial analysis; Evergreen.ai's scale not recorded.1 of 1 capabilityShared product typeCompareS
SpendlineUndisclosedEvergreen.ai and Spendline both list financial analysis; scale not recorded for either; ships platform rather than the same layer.1 of 1 capabilityDifferent layerCompareLA
Liquid AIUndisclosedEvergreen.ai and Liquid Apollo both serve buyers who need to use an everyday AI assistant; scale not recorded for either.Shared product typeCompare
PublicUndisclosedEvergreen.ai and Generated Assets both list financial analysis; scale not recorded for either.1 of 1 capabilityShared product typeCompareFFinOpslyEarly-stageEvergreen.ai and Costix both list financial analysis; scale not recorded for either.1 of 1 capabilityShared product typeCompareTTIFINLate-stageEvergreen.ai and Helix both list financial analysis; Evergreen.ai's scale not recorded.1 of 1 capabilityShared product typeCompareRRobinhoodPublicEvergreen.ai and Robinhood Agentic Trading both list financial analysis; Evergreen.ai's scale not recorded.1 of 1 capabilityShared product typeCompareXXiao-iPublicEvergreen.ai and DIF both list financial analysis; Evergreen.ai's scale not recorded; Xiao-i's scale not comparable: only a revenue estimate, no market cap or valuation.1 of 1 capabilityShared product typeCompareFFinoutEarly-stageEvergreen.ai and Billy both list financial analysis; scale not recorded for either.1 of 1 capabilityShared product typeCompareAAddeparUndisclosedEvergreen.ai and Addison both list financial analysis; scale not recorded for either.1 of 1 capabilityShared product typeCompareVVantageEarly-stageEvergreen.ai and LLM Token Allocation both list financial analysis; scale not recorded for either.1 of 1 capabilityShared product typeCompareIIntuitPublicEvergreen.ai and Payments AI both list financial analysis; Evergreen.ai's scale not recorded.1 of 1 capabilityShared product typeCompareIInception42UndisclosedEvergreen.ai and Alpha both list financial analysis; scale not recorded for either.1 of 1 capabilityShared product typeCompareRRogoLate-stageEvergreen.ai and Felix both list financial analysis; scale not recorded for either.1 of 1 capabilityShared product typeCompareAArenaLate-stageEvergreen.ai and Arena both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareNNaverPublicEvergreen.ai and AI Tab both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareAAlphaSenseLate-stageEvergreen.ai and AlphaSense Financial Data both list financial analysis; Evergreen.ai's scale not recorded.1 of 1 capabilityShared product typeCompareQQuantexaLate-stageEvergreen.ai and Quantexa Decision Intelligence Platform both list financial analysis; Evergreen.ai's scale not recorded.1 of 1 capabilityShared product typeComparePPresightPublicEvergreen.ai and Presight Financial Solutions both list financial analysis; Evergreen.ai's scale not recorded.1 of 1 capabilityShared product typeCompareHHebbiaLate-stageEvergreen.ai and Hebbia Matrix both list financial analysis; Evergreen.ai's scale not recorded; ships AI agent and agent platform rather than the same layer.1 of 1 capabilityDifferent layerCompareNNiCEPublicEvergreen.ai and Xceed AI FRAML both list financial analysis; Evergreen.ai's scale not recorded.1 of 1 capabilityShared product typeCompareQQuoraEarly-stageEvergreen.ai and Poe both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareSASakana AILate-stageEvergreen.ai and Sakana Marlin both list financial analysis; Evergreen.ai's scale not recorded.1 of 1 capabilityShared product typeCompareSSASUndisclosedEvergreen.ai and SAS Credit Origination both list financial analysis; scale not recorded for either.1 of 1 capabilityShared product typeCompareTRThomson ReutersPublicEvergreen.ai and Ready to Advise both list financial analysis; scale not recorded for either.1 of 1 capabilityShared product typeCompareVVeniceLate-stageEvergreen.ai and Venice both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareHHyperWriteUndisclosedEvergreen.ai and HyperChat both serve buyers who need to use an everyday AI assistant; scale not recorded for either.Shared product typeCompareMLMintplex LabsUndisclosedEvergreen.ai and AnythingLLM both serve buyers who need to use an everyday AI assistant; scale not recorded for either.Shared product typeCompareLSLM StudioUndisclosedEvergreen.ai and LM Studio both serve buyers who need to use an everyday AI assistant; scale not recorded for either.Shared product typeCompareSTSK TelecomPublicEvergreen.ai and A. (Adot) both serve buyers who need to use an everyday AI assistant; scale not recorded for either.Shared product typeCompareBByteDanceUndisclosedEvergreen.ai and Doubao (豆包) both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded; ByteDance's scale not comparable: only a revenue estimate, no market cap or valuation.Shared product typeCompareSSapia.aiUndisclosedEvergreen.ai and Phai both serve buyers who need to use an everyday AI assistant; scale not recorded for either.Shared product typeCompareYYou.comLate-stageEvergreen.ai and You.com both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareCCerencePublicEvergreen.ai and Cerence Assistant both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareSSuperhumanUndisclosedEvergreen.ai and Superhuman Go both serve buyers who need to use an everyday AI assistant; scale not recorded for either.Shared product typeComparePPalantirPublicEvergreen.ai and AIP Assist both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareAAmazonPublicEvergreen.ai and Alexa+ both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareMMavvrikEarly-stageEvergreen.ai and Mavvrik Agent both list financial analysis; scale not recorded for either; ships AI agent and platform rather than the same layer.1 of 1 capabilityDifferent layerCompareWWorkdayPublicEvergreen.ai and Workday Learning, powered by Sana both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeComparePPerplexityLate-stageEvergreen.ai and Perplexity both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareMMicrosoftPublicEvergreen.ai and Microsoft Copilot both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareWWritesonicUndisclosedEvergreen.ai and Chatsonic both serve buyers who need to use an everyday AI assistant; scale not recorded for either.Shared product typeCompareMMoveworksAcquiredEvergreen.ai and Moveworks Quick GPT both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded; Moveworks is acquired, with no independent scale.Shared product typeCompareGGlean (Glean Technologies)Late-stageEvergreen.ai and Glean Assistant both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompareRRingCentralPublicEvergreen.ai and AI Virtual Assistant (AVA) both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded.Shared product typeCompare0101.AIUndisclosedEvergreen.ai and TrueNorth AI Decision Platform both list financial analysis; scale not recorded for either.1 of 1 capabilityShared product typeCompareAAiseraAcquiredEvergreen.ai and GenIQ both serve buyers who need to use an everyday AI assistant; Evergreen.ai's scale not recorded; Aisera is acquired, with no independent scale.Shared product typeCompareRARelevance AIEarly-stageEvergreen.ai and Relevance Chat both serve buyers who need to use an everyday AI assistant; scale not recorded for either.Shared product typeCompareIIBMPublicEvergreen.ai and IBM Planning Analytics both list financial analysis; Evergreen.ai's scale not recorded.1 of 1 capabilityShared product typeCompareSSpendlineUndisclosedEvergreen.ai and Spendline both list financial analysis; scale not recorded for either; ships platform rather than the same layer.1 of 1 capabilityDifferent layerCompareLALiquid AIUndisclosedEvergreen.ai and Liquid Apollo both serve buyers who need to use an everyday AI assistant; scale not recorded for either.Shared product typeCompareClosest alternatives are pairs a vendor page itself compares. Similar products are matched from what each product does; nothing in that group is asserted as a rivalry.
Sources
- Total funding
-
Pages read for this record state no funding total. No Form D or press funding round was found.
- Valuation
-
Pages read for this record state no valuation.
- Founded
-
Pages read for this record state no founding year. The adviser's SEC registration is dated 2023-11-08 while press says it launched in September 2025; no source reconciles the two.
- Public listing
-
No listing on the pages read; treated as private.
- Description
-
Official documentation · 18 Oct 2026
Privacy and security page: "Evergreen.ai is a service offered by Evergreen Wealth Advisors, an SEC-registered investment adviser."
Open Evergreen.ai in the directory
Something wrong here? Send a correction — quote this company id: evergreen-ai.