Evergreen

Evergreen provides a financial planning and investment platform tailored for individuals, offering services such as financial goal analysis, investment analysis, and strategies designed for risk minimization and return optimization. The firm's business model integrates the production of financial products and advisory services, which traditionally are separate, to reduce costs for the end-user. Clients can utilize portfolio management tools for investments in shares, bonds, and other assets. The platform features 'Pockets,' which allow users to create and manage separate, individualized investment goals, such as retirement or a vacation, each with its own strategy. Evergreen also caters to corporate clients and offers options for children's depots and the investment of employee capital formation benefits (vermögenswirksame Leistungen).

A core tenet of Evergreen's philosophy is a strong commitment to sustainability. The company is a certified B Corp and a signatory of the UN Global Compact, reflecting its adherence to high social and environmental standards. Its investment funds are classified under Article 8 of the EU's Sustainable Finance Disclosure Regulation (SFDR). The firm actively incorporates impact investments that align with the 17 Sustainable Development Goals of the United Nations, focusing on green bonds and other assets that provide a demonstrable social or environmental benefit. By 2022, the company achieved CO2 neutrality through compensation. This dual focus on providing accessible, cost-effective investment solutions and a rigorous commitment to sustainability forms the foundation of Evergreen's market position.