Every family deserves lifetime financial advice
For too long, sophisticated financial advice has been reserved for the wealthy. We’re changing that with technology, deep financial knowledge, and a commitment to your financial future.
To help build lasting wealth
for every family.
A message from our founders
“The people who need great financial advice the most are the people least likely to get it.I spent 30 years building financial technology companies, from PayPal to Intuit to Personal Capital, watching that problem go unsolved. Evergreen.ai changes that. This is the future I have been working toward my entire career.”
Bill Harris, Founder & CEO
Former CEO of PayPal and Intuit, and former CEO and founder of Personal Capital
“Many companies use AI to cut costs. We’re using it to build something new.From the ground up, with advanced AI at its core.”
Bryan Godwin, Co-Founder and CTO
Former CEO of Isochron | 25+ years in product innovation and technology
The people building the future of financial advice
Decades of experience spanning financial services, portfolio management, cybersecurity, and cutting-edge technology.
Bill Harris
Founder & CEO
Former CEO of PayPal and Intuit. Founder of Personal Capital. Started eight financial technology and cybersecurity companies over thirty years.
Bryan Godwin
Co-Founder & Chief Technology Officer
Former CEO of Isochron and VP at Crane Merchandising Systems. Over 25 years in product innovation, engineering, and technology commercialization.
Paul Bergholm
Chief Financial Officer
Former CFO at Personal Capital and MyVest. Over 20 years of leadership in fintech, wealth management, and scaling financial platforms.
Samantha Muncy
Head of Advisory Services
Former Head of Customer Experience at Public and General Partner at Edward Jones. Over 20 years in wealth management, client service, and advisor development.
Evan Johnson
Director of Product
Former Technical Product Manager at PSCU and Product Manager at Nirvana Money. Over a decade of experience in financial technology, product strategy, and platform innovation.
Our founder in the news
For media inquiries, please contact our press team at press@evergreen.ai.
Tax-Managed Accounts: The Fourth Generation Of InvestingHow Tax-Efficient Investing Could Boost Your Portfolio Returns in 2026 and BeyondBarron’sBill Harris, Former CEO of Intuit and PayPal, Wants You to Pay Lower TaxesMillions of Americans Warned of ‘Challenging’ Retirement SituationMajor Tax Change Coming in 2026: What High Earners Must Do NowMoney.comCan AI File Your Taxes? More Importantly, Should You Let It?How much can people save on taxes by moving to Florida?Former PayPal CEO reveals why it’s important to focus on taxes before December 31Crypto Investing Strategies With Former Intuit CEOBig Tech Earnings in Focus | Bloomberg: The Close 7/29/2024Opinion: Filing tax returns shouldn’t be this difficultEven the former head of Intuit thinks taxes in the U.S. are too complicated: The IRS’s new direct file tool could be ‘a great thing’Worried about taxes? It’s not too late to cut what you owe the government.The fintech reckoning is upon us. Here’s what to expect next yearTax tips for HENRYs: 5 end of year moves if you are High Earner Not Yet RichMSNHow tax-efficient investing could boost your portfolio returns in 2026 and beyondYahoo FinanceHow the Rich Use Debt Differently — and What You Can Learn From ItSmart Changes For 50-Something Savers Who Want To Retire On Their Terms6 Money Moves Wealthy People Always Make Before New Year’sMarketWatch‘We struggle’: We’re 66, active and ready to retire, but we want out of Florida — and California is too expensive. Where should we go, and who can help us?Be among the first to experience it.
Good financial advice has always existed. Access to it hasn’t. We’re building Evergreen.ai to change that. Register during the beta and it’s free through January 1, 2028.
No credit card required.
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.
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.