Company profile
Evergreen Gavekal
We serve high net-worth individuals and families providing guidance and personalized wealth management plans.
- Industry
- Financial Services
- Employees
- 42
- Headquarters
- Bellevue, Washington
- Founded
- 1983
- LinkedIn followers
- 3,791
- Office locations
- 5
Evergreen Gavekal company summary
Evergreen Gavekal is a company in the Financial Services industry, headquartered in Bellevue, Washington, founded in 1983. On LinkedIn the company has around 42 employees and 3,791 followers. Warmrank detected 24 technologies across 17 categories on evergreengavekal.com, including Akismet, Anthropic, Apple iCloud Mail. The company lists 5 office locations.
What technology does Evergreen Gavekal use?
Warmrank detected 24 technologies on evergreengavekal.com, last checked July 2026. Click any tool to see other companies that use it.
Really Simple SSL & Security
reCAPTCHAWordPress plugins
Akismet
Formidable Form
PerfmattersMarketing automation
HubSpot
Salesforce Marketing Cloud Account EngagementMiscellaneous
Open Graph
RSS
Apple iCloud Mail
Microsoft 365Artificial Intelligence
AnthropicCMS
WordPressCRM
SalesforceDatabases
MySQLHosting
GoDaddyJavaScript frameworks
JavaScript libraries
jQueryPage builders
OxygenProgramming languages
PHPSSL/TLS certificate authorities
Let's EncryptSurveys
TypeformWeb servers
NginxAbout Evergreen Gavekal
Since 1983, advisors at Evergreen Gavekal have put their clients’ interests above all else. We help clients align their financial picture with their goals. Our professionally directed wealth management services include public portfolio management, private placement operators, financial planning, tax accounting**, estate planning, business advisory services, legacy planning and risk management consulting. A team-based approach leans on the professionalism of experienced individuals who specialize in differing areas. Our subject matter professionals are firm-wide resources and communication is quarterbacked by the advisor. Complex projects such as tax strategy or significant asset sales are thoughtfully managed with a broad suite of resources. Operating in a fiduciary capacity as an independent Registered Investment Advisor (RIA)* means quality and transparency are not optional, they're required. The firm’s leadership has prioritized succession planning, not just for clients but our own business. We are built to manage multi-generational wealth. As of September 30, 2025, Evergreen Gavekal manages $6.8B of assets. *Registration with the SEC does not imply any certain level of skill or training. **Tax services are provided by Evergreen Sterling Kuder. Evergreen Sterling Kuder is a separate entity, which is majority owned by Evergreen Gavekal.
Where is Evergreen Gavekal located?
Evergreen Gavekal lists 5 office locations.
Compare companies similar to Evergreen Gavekal
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| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Evergreen Gavekal evergreengavekal.com | Financial Services | 42 | 1983 | Bellevue, Washington |
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 Citi citigroup.com | Financial Services | 189,594 | 1812 | New York, New York, US |
 Morgan Stanley morganstanley.com | Financial Services | 102,243 | - | New York, NY |
 American Express americanexpress.com | Financial Services | 96,853 | - | New York, NY, US |
 Deutsche Bank db.com | Financial Services | 82,282 | 1870 | Frankfurt am Main, Hessen |
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Frequently asked questions about Evergreen Gavekal
What does Evergreen Gavekal do?
Since 1983, advisors at Evergreen Gavekal have put their clients’ interests above all else. We help clients align their financial picture with their goals. Our professionally directed wealth management services include public portfolio management, private placement operators, financial planning, tax accounting**, estate planning, business advisory services, legacy planning and risk management consulting. A team-based approach leans on the professionalism of experienced individuals who specialize in differing areas. Our subject matter professionals are firm-wide resources and communication is quarterbacked by the advisor. Complex projects such as tax strategy or significant asset sales are thoughtfully managed with a broad suite of resources. Operating in a fiduciary capacity as an independent Registered Investment Advisor (RIA)* means quality and transparency are not optional, they're required. The firm’s leadership has prioritized succession planning, not just for clients but our own business. We are built to manage multi-generational wealth. As of September 30, 2025, Evergreen Gavekal manages $6.8B of assets. *Registration with the SEC does not imply any certain level of skill or training. **Tax services are provided by Evergreen Sterling Kuder. Evergreen Sterling Kuder is a separate entity, which is majority owned by Evergreen Gavekal.
What technology does Evergreen Gavekal use?
Warmrank detected 24 technologies on evergreengavekal.com, including Akismet, Anthropic, Apple iCloud Mail, Chosen, Formidable Form, GoDaddy, HSTS, HubSpot.
How many employees does Evergreen Gavekal have?
Evergreen Gavekal has around 42 employees on LinkedIn.
Where is Evergreen Gavekal headquartered?
Evergreen Gavekal is headquartered in Bellevue, Washington.
Where does Evergreen Gavekal have offices?
Evergreen Gavekal lists 5 office locations, including Bellevue, Washington, US; Lake Oswego, Oregon, US; Napa, California, US; San Francisco, California, US; Spokane, Washington, US.
When was Evergreen Gavekal founded?
Evergreen Gavekal was founded in 1983.
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