Evergreen

Based in Leipzig, Germany, Evergreen GmbH operates as a digital asset manager and financial planning platform with a dedicated focus on sustainable investments. The company was founded in 2018 by Iven Kurz, who now serves as CEO. Kurz's background includes two decades of experience as a fund manager and bank director for institutions like Metzler and Lampe Asset Management. His journey into entrepreneurship was fueled by the observation that long value chains in traditional investment products led to high costs and low net returns for private investors. This insight motivated him to establish a direct-to-customer asset management firm, aiming to shorten the value chain and make investing more transparent and profitable for individuals.

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.

Keywords: digital asset management, sustainable investing, financial planning platform, ESG investing, impact investing, private investment, portfolio management, wealth management, fintech, B Corp, Iven Kurz, green bonds, investment strategies, risk minimization, retirement planning, direct asset management, financial technology, sustainable finance, German startup, Leipzig, capital investment