Big plans for your future.
Bigger safeguards around your data.
Trusting an AI with money questions shouldn’t require a leap of faith. Here’s what’s worth knowing.
Nine layers of protection
built in from the start.
Protecting your data is the baseline.
Verified sign-in
Email plus a one-time code, with sessions that expire when idle.
Credentials the AI never sees
Bank logins stay in secured systems the AI can't reach.
Each message screened
Automated guardrails check each message before the AI acts on it.
Your session, sealed
Conversations are stored per user. Reaching for anyone else's is blocked and attempts recorded.
Math that checks out
Figures come from rules-based calculations with up-to-date, expert-reviewed data.
Secure account linking
Plaid connects your accounts. Credentials go to your bank, never to Evergreen.ai.
Encrypted throughout
Your data is encrypted, both when you send it and where it's stored.
Activity you can audit
Each AI action leaves a record, and security events are reviewed by our team.
Consent that counts
Usage data is stripped of anything that identifies you, and your privacy choices are honored.
Your bank login never touches Evergreen.ai.
Chances are you’ve already used Plaid. It’s how many banking apps link accounts, and it works the same way here: connect when you’re ready, disconnect if you want.
When 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.
What we commit to.
- Your data is not sold to third parties.
- Your personal financial information is not used to train public AI models.
- Connecting accounts is optional. Start by just asking questions.
- Guardrails are layered, and our defenses are tested by independent security experts.
Ask your first question.
Register during the beta and it’s free through January 1, 2028.
No credit card required.
Want the bigger picture? See how Evergreen.ai works
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.