Evergreen.ai App

Free beta AI financial planning across taxes, retirement, investing, and equity

evergreen.ai/how-it-works

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About

The Evergreen.ai app is a self-service AI financial planning experience available on mobile and desktop browsers. It supports account linking via Plaid, conversational planning questions, and deterministic calculation tools for areas such as tax strategy, retirement, equity compensation, home ownership, and charitable giving. Evergreen states personal financial data is not used to train public AI models.

Added via
web
Ownership
unclaimed

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Product details

Product kind
Saas
Pricing model
Freemium
Free tier
Yes
webmobile web
Personal financial planning and tax/retirement analysis