Evergreen Gavekal Revenue and Competitors

Seattle, WA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Evergreen Gavekal's estimated annual revenue is currently $8.1M per year.(i)
  • Evergreen Gavekal's estimated revenue per employee is $168,000

Employee Data

  • Evergreen Gavekal has 48 Employees.(i)
  • Evergreen Gavekal grew their employee count by 14% last year.

Evergreen Gavekal's People

NameTitleEmail/Phone
1
Chief Investment Officer/PrincipalReveal Email/Phone
2
EVPReveal Email/Phone
3
Director Financial PlanningReveal Email/Phone
4
Managing Director & PartnerReveal Email/Phone
5
Director Content / BrandReveal Email/Phone
6
Senior Financial Planner, Regional Director OregonReveal Email/Phone
7
Chief Compliance OfficerReveal Email/Phone
8
DirectorReveal Email/Phone
9
Managing Director, Investments, PartnerReveal Email/Phone
10
Managing Director and PartnerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$6.7M40-2%N/AN/A
#2
$13.4M71-1%N/AN/A
#3
$7126.1M237304%$1.1BN/A
#4
$17.9M8537%N/AN/A
#5
$14M74106%N/AN/A
#6
$35.6M15431%N/AN/A
#7
$21.6M10310%N/AN/A
#8
$5.2M31-11%N/AN/A
#9
$115.6M9513%N/AN/A
#10
$6M3616%N/AN/A
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What Is Evergreen Gavekal?

Evergreen Gavekal is an independent registered investment advisor (RIA) serving high-net-worth individuals, families, and endowments. INTEGRATED WEALTH PLANNING: Combining financial planning and custom portfolio management helps clients more effectively meet their financial goals. DYNAMIC INVESTMENT STRATEGIES: We don’t just rebalance you, we seize market opportunities. ADVANCED DATA ANALYTICS: Our process allows us to analyze and measure changes in investor behavior. PROPRIETARY INSTITUTIONAL RESEARCH: Clients benefit from access to one of the industry’s leading institutional research providers, used by prominent financial institutions in the world. EXPERIENCED WEALTH MANAGEMENT: Our sole pursuit is to act in the best interest of our clients. We invest capital based on the application of fundamental research, evidence-based principles, and risk management. We also believe in an integrated approach to wealth management. https://www.evergreengavekal.com/about

keywords:N/A

N/A

Total Funding

48

Number of Employees

$8.1M

Revenue (est)

14%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$5.6M48N/AN/A
#2
$5.3M484%$87.4M
#3
$10.4M4823%N/A
#4
$8.4M48-9%N/A
#5
$8.4M489%N/A