Company profile
Evercore Wealth Management
Committed to meeting our clients’ financial goals, and to earning and sustaining their trust.
- Industry
- Financial Services
- Employees
- 121
- Headquarters
- New York, New York
- Founded
- 2008
- LinkedIn followers
- 10,669
- Office locations
- 6
Evercore Wealth Management company summary
Evercore Wealth Management is a company in the Financial Services industry, headquartered in New York, New York, founded in 2008. On LinkedIn the company has around 121 employees and 10,669 followers. The company lists 6 office locations. Its listed specialties include Wealth Management, Portfolio Management, Investment Management, Independent Fiduciary, Philanthropy.
What technology does Evercore Wealth Management use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About Evercore Wealth Management
The New Standard in Wealth Management. Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. The firm is a registered investment advisor, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. The firm, which was founded in November 2008, manages client assets totaling approximately $14.4 billion as of June 30, 2025. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank headquartered in Delaware, providing a modern alternative to traditional trust companies, along with access to the tax and regulatory advantages associated with Delaware trusts. More information about Evercore Wealth Management can be found at https://www.evercorewealthandtrust.com/. Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisors Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Specialties
Where is Evercore Wealth Management located?
Evercore Wealth Management lists 6 office locations.
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|---|---|---|---|---|
Evercore Wealth Management evercorewealthandtrust.com | Financial Services | 121 | 2008 | New York, New York |
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Frequently asked questions about Evercore Wealth Management
What does Evercore Wealth Management do?
The New Standard in Wealth Management. Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. The firm is a registered investment advisor, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. The firm, which was founded in November 2008, manages client assets totaling approximately $14.4 billion as of June 30, 2025. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank headquartered in Delaware, providing a modern alternative to traditional trust companies, along with access to the tax and regulatory advantages associated with Delaware trusts. More information about Evercore Wealth Management can be found at https://www.evercorewealthandtrust.com/. Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisors Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
How many employees does Evercore Wealth Management have?
Evercore Wealth Management has around 121 employees on LinkedIn.
Where is Evercore Wealth Management headquartered?
Evercore Wealth Management is headquartered in New York, New York.
Where does Evercore Wealth Management have offices?
Evercore Wealth Management lists 6 office locations, including New York, New York, US; Minneapolis, Minnesota, US; New York, 10055, US; San Francisco, California, US; Tampa, Florida, US.
When was Evercore Wealth Management founded?
Evercore Wealth Management was founded in 2008.
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