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EverSource Wealth Advisors logo — Your Path to Impact

EverSource Wealth Advisors

Your Path to Impact

Founded 2017 United States Birmingham, United States 47 employees Seed Total: $2.45M Financial Services, Information Technology +1

General Information

Company Name EverSource Wealth Advisors
Founded Year 2017
Location United States Birmingham, United States
Employees 47
Industries Financial Services, Information Technology, Wealth Management
Funding Stage Seed
Social

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About EverSource Wealth Advisors

EverSource Wealth Advisors is a financial services startup founded in 2017 and headquartered in the United States. The company provides a "Total Support System" aimed at assisting financial advisors in maintaining independence within a culture that aligns with their values. The EverSource Total Support System℠ enables advisors to focus on their core interests without compromising on capabilities or compensation. The company caters to advisors, advisory teams, Independent RIA firms and CPA firms by offering practice management consulting, middle office support, and access to top technology. More than just operational and technical support, EverSource fosters a community of like-minded peers, positioning itself as a leader in the industry. EverSource Wealth Advisors aims to empower advisors to run their practices autonomously while supporting their clients' needs. The company offers investment advice through its services, emphasizing the benefits of independence for both the advisor and their clients. EverSource's last recorded investment was a Seed Round investment of $50K on January 31, 2018. This funding, received from undisclosed investors, marked an important milestone in the company's growth and development.

Business keywords: Wealth Management, Financial Advisor Coaching, Practice Management, Investment Management, Middle Office Support, RIA Firms, CPA Firms, Technology & CRM, Operational Support, Financial Advisor Marketing, Integrated Partnership, Wealth Counseling, Growth Strategies, Fiduciary Duty

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round $50.00K -
31 Jan 2018
Seed Round $2.40M -
30 Aug 2017

EverSource Wealth Advisors Alternatives & Competitors

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EverSource Wealth Advisors vs
Horizon Wealth Management
Horizon Wealth Management United States

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8 employees
Financial Services, Wealth Management
Compare EverSource Wealth Advisors vs Horizon Wealth Management
EverSource Wealth Advisors vs
GeoWealth
GeoWealth United States

We are The Advisor's TAMP, built for RIAs like you. Reach out to learn more about our solutions or r...

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EverSource Wealth Advisors vs
Allium Financial Advisors, LLC
Allium Financial Advisors, LLC United States

We empower you to make great financial decisions by taking the time to fully understand your financi...

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FAQ About EverSource Wealth Advisors

Your Path to Impact
EverSource Wealth Advisors was founded in 2017.
EverSource Wealth Advisors is headquartered in Birmingham, United States.
EverSource Wealth Advisors operates in Financial Services, Information Technology and Wealth Management. Its work centres on Wealth Management, Financial Advisor Coaching, Practice Management and Investment Management.
EverSource Wealth Advisors has approximately 47 employees.
EverSource Wealth Advisors has completed 2 funding rounds, raising a total of $2.45M. The latest funding stage is Seed.
Top alternatives and competitors to EverSource Wealth Advisors include Horizon Wealth Management, GeoWealth, Allium Financial Advisors, LLC, Investment Insight Wealth Management, LLC, Fletching Arrows Wealth Management LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
EverSource Wealth Advisors and Horizon Wealth Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for EverSource Wealth Advisors, https://bouncewatch.com/company/eversource-wealth-advisors, updated 6 January 2025. When citing, please name BounceWatch and link this page.

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