We’re excited to announce the launch of our first product, Liquid Treasuries. To celebrate, we have taken over the homepage of The New York Times for the day (NYT.com). Learn more about Liquid Treasuries at www.evergreenmoney.com. “It’s not what you earn, it’s what you keep.”- Bill Harris, Evergreen Money Founder. Evergreen is a fintech, not a bank. A big thank you to our amazing partners: Banking products by Coastal Community Bank, Member FDIC. Investment advisory services are provided by Evergreen Money Advisors, an SEC-registered investment advisor. Treasury services by Jiko Securities, member FINRA and SIPC. More details visit sipc.org.The Jiko bank account is offered by Jiko Bank, a division of Mid-Central National Bank.
About us
We’re hard at work creating a wealth management platform that will give you a simple way to grow and manage all of your money in one place in real time. Evergreen Money Corporation is a financial technology company, not a bank. Banking services provided by Coastal Community Bank, Member FDIC. Deposits are insured up to $250,000 per depositor. The Evergreen Debit Card is issued by Coastal Community Bank, Member FDIC, pursuant to licensing by Visa U.S.A. Inc. Liquid Treasuries Terms & Conditions: https://support.evergreenmoney.com/hc/en-us/categories/22554035785364 All investment advisory services are provided by Evergreen Money Advisors. Anything we post or comment should not be construed as investment advice and no guarantee of future results. See disclosures: https://support.evergreenmoney.com/hc/en-us/sections/22554219861780-Evergreen-Money-Advisors-Agreements Evergreen Money, Evergreen Money Advisors, and Coastal Community Bank do not provide tax, legal, or accounting advice. Information stated is not intended to provide nor should it be relied on for tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in transactions. Treasury services provided by Jiko Securities, Inc., a registered broker-dealer, member FINRA and SIPC. See details at www.sipc.org.
- Website
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www.evergreenmoney.com
External link for Evergreen Money
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Miami, FL
- Type
- Privately Held
- Founded
- 2022
Locations
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Primary
Miami, FL 33137, US
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Raleigh, NC 27609, US
Employees at Evergreen Money
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Bill Harris
Financial Technology Executive
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Tyler Travitz
Director of Product Design | Full Stack Design Leader | Establishing and Scaling Teams | 0-1 Product Building | Marketplaces, Fintech | Pre-IPO Growth
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Paula Besterman
Sr Product Designer
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Evan Johnson
Product at Evergreen Money
Updates
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Treasury Bills— your next savings investment? With high-yield and tax exempt status... maybe. Up until mid-2022 when the 4-week Treasury bill began to creep up, most savers and investors may not have considered Treasury bills as part of their savings strategy. However, at 5.31% as of June 20, 2024, the 4-week T-bill may be a good way to grow your savings and maintain liquidity. Plus, T-bills are state and local tax exempt. So, if you live in a high-tax state, that yield is even higher. The downside? Investing in T-bills can be clunky, cumbersome, and time-consuming. At Evergreen Money, we’ve made it easy with Liquid Treasuries. Learn more at www.evergreenmoney.com Evergreen is a fintech, not a bank. Banking products by Coastal Community Bank, Member FDIC. Investment advisory services are provided by Evergreen Money Advisors, an SEC-registered investment advisor. Treasury services by Jiko Securities, member FINRA and SIPC. More details visit sipc.org. The Jiko bank account is offered by Jiko Bank, a division of Mid-Central National Bank. #EvergreenMoney #Fintech #Banking #Investment #TreasuryBills
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Curious to learn more about Liquid Treasuries? Check out our feature in PYMNTS to learn about our new product and see how Evergreen Money is revolutionizing banking. Read more here: https://lnkd.in/eQN5Pu7f Evergreen is a fintech, not a bank. Banking products by Coastal Community Bank, Member FDIC. Investment advisory services are provided by Evergreen Money Advisors, an SEC-registered investment advisor. Treasury services by Jiko Securities, member FINRA and SIPC. More details visit sipc.org. The Jiko bank account is offered by Jiko Bank, a division of Mid-Central National Bank. #EvergreenMoney #LiquidTreasuries #Fintech #Innovation #Banking
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Evergreen Money reposted this
What a great pleasure and honor to meet and chat with Bill Harris Founding CEO of Evergreen Money, former CEO of Intuit and Founding CEO of PayPal. I was so impressed with Bill' genuine good nature and incredible humility. #truleadership Troy McGuire Remy Blaire Joshua Chadbourne Jeremy Kasdin Jane King Lawrence Wintermeyer Jeff Gitterman Rachel Pether, CFA Merry Ewing Lauren Hurvitz
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Our Founder Bill Harris was recently on CNBC with Kelly Evans and Tyler Mathisen discussing the power of US Treasury bills and announcing the launch of our product Liquid Treasuries. Bill was attending The Summit by Uncharted, an event for "the world's best founders, funders, innovators, and creators." https://lnkd.in/eKQmSCRp Evergreen is a fintech, not a bank. Banking products by Coastal Community Bank, Member FDIC. Investment advisory services are provided by Evergreen Money Advisors, an SEC-registered investment advisor. Treasury services by Jiko Securities, member FINRA and SIPC. More details visit sipc.org. The Jiko bank account is offered by Jiko Bank, a division of Mid-Central National Bank. #banking #treasuries #fintech #investment #startup #news #finance
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Evergreen Money reposted this
Before the Fed likely cuts interest rates, there’s still a small window of time to ensure you’re maximizing your financial strategy. Some subtle shifts in where you keep cash can mean the difference between paying a top tax rate and cutting your taxes almost entirely. Use money to make money, not lose it. It was a pleasure speaking with Oyin A. and Ashlea Ebeling about this crucial under-the-radar story for The Wall Street Journal.
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We're #hiring a new Social Media Internship in Miami, Florida. Apply today or share this post with your network.