Former PayPal and Intuit CEO Bill Harris, also the founding CEO of Personal Capital, has launched Evergreen Wealth, a digital Registered Investment Advisor (RIA) combining human advisors with AI-driven financial insights. The platform targets affluent clients seeking tax-aware investment management through personal guidance and advanced analytics.
Each client receives a dedicated advisor, a customized Dynamic Portfolio optimized for taxes, risk, and performance, and 24/7 access through Evergreen’s apps. “We combine human expertise with AI analytics to create a new model for financial advice,” Harris said. “It’s the best of both worlds – experienced advisors plus advanced technology.”
Evergreen Wealth aims to address long-standing inefficiencies in wealth management, where outdated tools and pre-tax strategies often limit investor outcomes. The company’s Dynamic Portfolios employ techniques like direct indexing to enhance after-tax returns, a key consideration for high-income clients.
“Younger, affluent investors want more than traditional products and quarterly meetings – more than half don’t want their parents’ advisors,” Harris added. “They demand sophisticated tax and investment services, available on their schedule. We built Evergreen Wealth for this generation of investors.” With a team of more than 50 professionals, Evergreen integrates advisory expertise with AI efficiency to modernize the client experience and redefine how personalized financial advice is delivered.
