Evergreen.ai
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.
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What it does
- Financial analysis
Features 3
- Conversational AIAnswers questions in plain language from the user's own situation.
- Lifetime PlannerOne continuously updated map of a financial life running decades ahead.
- What-if toolsAnswers can open as a tool to adjust until the decision makes sense.
Sources
- Pricing
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Official documentation · 18 Oct 2026
Homepage: "Everyone who registers during the public beta period will enjoy free access through January 1st, 2028."
- Description
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Official documentation · 18 Oct 2026
How-it-works page: "Evergreen.ai is an AI-based service."
- What it does
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Official documentation · 18 Oct 2026
How-it-works page: "Evergreen.ai is an AI-based service."
- Sold within
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Free during the public beta; human advisory services are sold separately by the adviser with no published price.
- Name
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Official documentation · 18 Oct 2026
Name as published on the product page.
- URL
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Official documentation · 18 Oct 2026
Product page, read 2026-10-18.
- Deployment
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Official documentation · 18 Oct 2026
The pages read state no deployment model beyond the vendor-run service; saas is recorded as the vendor-operated reading.
- Interfaces
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Official documentation · 18 Oct 2026
The pages read state no deployment model beyond the vendor-run service; saas is recorded as the vendor-operated reading.
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