Built to help you get your
money questions right.
When the question is “can I afford to retire,” approximately correct can be expensive. Evergreen.ai is built to clarify your numbers and the work behind it.
Register during the beta for free access through January 1, 2028. No credit card required.
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.
Your whole financial life, one connected view.
Accounts in one place, goals in another, taxes in a third. The Lifetime Planner connects them: one continuously updated map of your financial life, running decades ahead. So a single question can weigh your equity, your state taxes, and your retirement timing at once.
Finally retire the spreadsheet.
- 1RSUs vest
- 2Buy a home
- 3Kids go to college
- 4Retire early
- 5Relocate to sunshine
- 6Legacy
Illustrative. Projections are hypothetical and depend on your inputs.
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.
The decisions that shape your life.
Think through the decisions that matter most, including year-round tax planning connected to your accounts and goals.
Taxes
- Roth conversions
- Tax-loss harvesting
- Federal, state & local taxes
- Stock options & RSUs
Retirement
- Retirement scenarios
- Social Security
- Medicare & healthcare
- Lifetime planning
Life
- Home purchasing
- College savings
- Marriage & family
- Charitable giving & estate
Money in Motion
- Cash flow
- Budgeting
- Income & expenses
- Long-term investing
When your accounts, goals, and taxes live in separate places, opportunities hide in the gaps. Your whole picture reveals them.
Ask in plain English. Get answers that add up.
An approximate answer to “should I do a Roth conversion?” can be an expensive one. So Evergreen.ai splits the work between two systems, and each does what it does best.
Conversational AI
The AI understands your question and your situation, then answers in plain language you can act on, with charts, sliders, and scenarios you can explore.
Rules-Based Math
Your numbers come from tested, deterministic calculations built on up-to-date, expert-reviewed tax and financial data. The same inputs produce the same results.
Advice is only useful if you can trust it.
General-purpose AI tends to get money wrong in five predictable ways. Five engineering commitments run through the platform, each built to close one of them.
Our co-founder and CTO wrote a detailed account of how the platform was designed.
Read moreEvergreen.ai grounds facts in curated, regularly updated financial and regulatory knowledge sources.
When the rulebook is out of dateGeneric AI typically works from a snapshot of the internet and can cite rules that have expired or changed.
Evergreen.ai routes math to deterministic, rules-based calculations with reproducible results.
When the number is guessed instead of calculatedChatbots often predict text, so arithmetic can go wrong without warning.
Evergreen.ai is designed to verify its answers, and to say so when it can’t support one.
When confidence replaces verificationGeneral AI can present invented citations and figures in a confident tone.
Evergreen.ai starts from your accounts, your goals, and your situation.
When a generic pattern stands in for your situationGeneric tools tend to answer from internet averages.
Evergreen.ai can deliver answers as interactive charts and planning tools, with the sources and assumptions behind them available to review.
When the answer is right but you can’t act on itAnswers often arrive as walls of text, hard to verify and harder to act on.
Comparisons reflect how general-purpose AI tools are typically designed, based on publicly available information. Capabilities vary by provider and change over time.
You don’t need more information. You need direction.
Your full picture becomes clear advice, real tradeoffs, and next steps you can act on. Ask a what-if and the answer can open as a tool you adjust until the decision makes sense.
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.
Designed to protect your sensitive data.
Encrypted, each step of the way. Your data stays yours: it is not sold and is not used to train public AI models. Your account credentials stay locked in secure systems, out of reach of the AI.
See how your information is protectedWhen 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.
See it for yourself.
Ask your first question and get analysis built on your actual situation. Register during the beta and it’s free through January 1, 2028.
What you should know.
Financial calculations need consistency: the same inputs should produce the same results. Conversational AI is probabilistic by nature. Separating the two lets each do what it does best. The AI handles the dialogue, and rules-based calculations handle the numbers.
Figures come from tested, rules-based calculations built on up-to-date, expert-reviewed tax and financial data.
Evergreen.ai is a purpose-built financial platform. Answers are grounded in curated financial, tax, and compliance knowledge, the math runs in deterministic code, and advice starts from your whole picture.
Your data is encrypted, not sold, and not used to train public AI models. Each session stays private and isolated to your account. See how your information is protected for the full picture.
No credit card required. Register during the beta and it’s free through January 1, 2028.
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.
Clarity now. Confidence for what’s next.
Ask your first question and get analysis built on your actual situation.
Register during the beta for free access through January 1, 2028. No credit card required.
Wondering about your data? See how your information is protected
AI can make mistakes.