Wealth, health, & happiness

Evergreen’s mission is to help high achievers attain their life goals

Technology-driven private banking

Evergreen is an investment advisory firm dedicated to bringing innovation to the staid world of asset management. We use digital technology to re-engineer traditional banking and investment products and deliver a custom financial solution to each individual client.

The pursuit of a purposeful life

You are in the most productive phase of your life, building your family, your career and your wealth. The world depends on providers like you. But true wealth is more than just money. We manage your money so you can manage your life.

Money is a precious resource

Money is not a scorecard. It is a precious resource to be used with intention. It is the fuel that gives you freedom to decide how you want to live, now and for decades to come. Money it a potent tool, but just a tool. It is up to you how to use it.

Who are we built to serve?

For many people early in their careers, simple financial apps are sufficient. But when their finances become complex and meaningful, they need professional advice and a custom solution.

Who can I trust with my lifetime money?

My father had a stockbroker who claimed to beat the market, but really just charged high fees. So I got a true advisor who is required to put my interests first.

I love New York, but taxes are killing me

When I moved to the city the cost of everything went up, but nothing prepared me for the taxes. Last year, it cost me almost 15% in state and city taxes alone.

I guess I’m the adult now

Kids at home. Patients at the clinic. Parents up north. Everybody looks to me to be the responsible one. I’m ready to do this, but I need a financial plan.

(We protect your privacy, so these are not actual clients.)

Home Checking Advice About Careers

Frequently Asked Questions Privacy Center Legal Form CRS

¹Terms and limitations apply. 4 week Treasury bill rate (as of 10/01/2024) when held to maturity. Rate is shown gross of the 0.03% per month fee on the average daily balance. Yields on Treasury Bills are subject to change with economic conditions and the yield would be lower if fees were taken out. For a list of fees, see here. Treasury bills are investments. Cash in your Evergreen Checking Account at Coastal Community Bank, Member FDIC, earns a variable 5.00% Annual Percentage Yield as of 10/01/2024. The APY may change at any time. Cash in your checking account is FDIC-insured through our partner bank, Coastal Community Bank, Member FDIC, and not state tax exempt. US Treasury bills are investments and guaranteed by the United States and state tax exempt. Investments are not deposits, not FDIC insured, and may lose value. Treasury bills are held in your SIPC-insured brokerage account with Jiko Securities, Inc. For details, please see www.sipc.org. ²While other similar products may exist, we believe we are the first and the best at seamlessly integrating the features of a banking product and a Treasury bill account. ³Source: treasurydirect.gov as of 10/01/2024. ⁴The value of Treasury bills fluctuates and investors may receive more or less than their original investments if sold prior to maturity. *National average savings, interest checking, money market & CD rates as of 10/01/2024. Source: fdic.gov Evergreen Money Corporation is a financial technology company, not a bank. Banking products are provided by Coastal Community Bank, Member FDIC, pursuant to a license from Visa USA Inc. Deposits are insured up to $250,000 per depositor. Investment advisory services are provided by Evergreen Money Advisors, an SEC-registered investment advisor. Evergreen Money, Evergreen Money Advisors, and Coastal Community Bank do not provide tax, legal, or accounting advice. Information stated is not intended to provide nor should it be relied on for tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in transactions. INVESTMENTS IN TREASURY BILLS AND OTHER INVESTMENTS ARE NOT DEPOSITS, NOT INSURED BY THE FDIC, NOT BANK GUARANTEED, AND MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL. Treasury services provided by Jiko Securities, Inc., a registered broker-dealer, member FINRA and SIPC. Securities in your account protected up to $500,000. For details, please see sipc.org. The Jiko bank account is offered by Jiko Bank, a division of Mid-Central National Bank. Past performance is not indicative of future results. Jiko Group, Inc. and its affiliates do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. See FINRA BrokerCheck, Jiko U.S. Treasuries Risk Disclosures, and Jiko Securities Inc. Form CRS.

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¹Terms and limitations apply. 4 week Treasury bill rate (as of 10/01/2024) when held to maturity. Rate is shown gross of the 0.03% per month fee on the average daily balance. Yields on Treasury Bills are subject to change with economic conditions and the yield would be lower if fees were taken out. For a list of fees, see here. Treasury bills are investments. Cash in your Evergreen Checking Account at Coastal Community Bank, Member FDIC, earns a variable 5.00% Annual Percentage Yield as of 10/01/2024. The APY may change at any time. Cash in your checking account is FDIC-insured through our partner bank, Coastal Community Bank, Member FDIC, and not state tax exempt. US Treasury bills are investments and guaranteed by the United States and state tax exempt. Investments are not deposits, not FDIC insured, and may lose value. Treasury bills are held in your SIPC-insured brokerage account with Jiko Securities, Inc. For details, please see www.sipc.org. ²While other similar products may exist, we believe we are the first and the best at seamlessly integrating the features of a banking product and a Treasury bill account. ³Source: treasurydirect.gov ⁴The value of Treasury bills fluctuates and investors may receive more or less than their original investments if sold prior to maturity. *National average savings, interest checking, money market & CD rates as of 9/16/24. Source: fdic.gov Evergreen Money Corporation is a financial technology company, not a bank. Banking services provided by Coastal Community Bank, Member FDIC. Deposits are insured up to $250,000 per depositor. The Evergreen Visa Debit Card is issued by Coastal Community Bank, Member FDIC, pursuant to licensing by Visa U.S.A. Inc. Investment advisory services are provided by Evergreen Money Advisors, an SEC-registered investment advisor. Evergreen Money, Evergreen Money Advisors, and Coastal Community Bank do not provide tax, legal, or accounting advice. Information stated is not intended to provide nor should it be relied on for tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in transactions. INVESTMENTS IN TREASURY BILLS AND OTHER INVESTMENTS ARE NOT DEPOSITS, NOT INSURED BY THE FDIC, NOT BANK GUARANTEED, AND MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL. Treasury services provided by Jiko Securities, Inc., a registered broker-dealer, member FINRA and SIPC. Securities in your account protected up to $500,000. For details, please see sipc.org. The Jiko bank account is offered by Jiko Bank, a division of Mid-Central National Bank. Past performance is not indicative of future results. Jiko Group, Inc. and its affiliates do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. See FINRA BrokerCheck, Jiko U.S. Treasuries Risk Disclosures, and Jiko Securities Inc. Form CRS.