About EverWealth
Building tools that help everyday investors grow their wealth.
Our Mission
We believe that disciplined, rule-based investing outperforms emotional decision-making over the long run. EverWealth gives individual investors the same systematic tools that institutions use—portfolio tracking, strategy backtesting, and automated recommendations—without the complexity or high fees.
What We Do
Portfolio Tracking
Import and monitor holdings across multiple brokerages with real-time pricing and performance analytics.
Strategy Backtesting
Test your investment ideas against 10+ years of historical data before risking real money.
Live Deployments
Deploy your strategy and receive daily buy/sell recommendations based on your rules.
Community Leaderboard
See what top-performing strategies are doing and share your own with the community.
Our Philosophy
Fear sells at the bottom. Greed buys at the top. The biggest destroyer of investment returns isn't picking the wrong stocks—it's making emotional decisions at the worst possible moments.
EverWealth replaces gut feelings with rules. You define your strategy once, test it thoroughly, and then follow it consistently through every market cycle. No FOMO, no panic selling, just disciplined execution.
Important Disclosures
EverWealth Collective LLC is a financial technology company. We are not a broker-dealer, investment adviser, or fiduciary. We do not execute trades, custody assets, or provide personalized investment advice.
You are responsible for creating your own investment strategy. EverWealth helps you by alerting you when your strategy conditions trigger—so you don't have to remember or constantly monitor the markets. All investment decisions are made by you.
Past performance of backtested or live strategies does not guarantee future results. Investing involves risk, including potential loss of principal.
Please consult a licensed financial adviser before making investment decisions.
Contact Us
General inquiries
hello@everwealth.appCompliance & legal
compliance@everwealth.appMailing address
EverWealth Collective LLC
548 Market Street, PMB 72253
San Francisco, CA 94104