Bill Harris Launches Evergreen.ai, an AI-Powered Financial Advice App
Former PayPal CEO Bill Harris has launched Evergreen.ai, a new financial advice application developed by his registered investment advisor (RIA), Evergreen Wealth. The app aims to provide personalized financial planning and tax strategies using artificial intelligence, targeting the large segment of Americans who do not use traditional financial advisors. Evergreen.ai is free during its beta period through January 1, 2028, with no minimum account balance required. The platform uses a combination of AI models and deterministic software to deliver accurate advice based on users' complete financial data. It includes tools for tracking net worth, retirement accounts, tax strategies, and more. The app is designed to address the shortcomings of general-purpose chatbots by ensuring privacy, accuracy, and personalization. Evergreen Wealth has grown from $100 million in assets under management at its launch last year to approximately $112 million as of December 31, 2025. The company previously partnered with Apex Fintech Solutions for a cloud-based investment platform.
Topics: AI Financial Advice App Wealth Management Technology