Evercore Wealth Management

What Evercore Wealth Management does

Evercore Wealth Management, founded in September 2008, is a private, SEC-registered investment advisory firm majority-owned by Evercore Inc. (NYSE: EVR). It serves ultra high net worth individuals and families, executives, private equity principals, multigenerational families, family offices, and select endowments and foundations through a high-touch partnership model in which each client is paired with a dedicated Wealth & Fiduciary Advisor and Portfolio Manager. The firm operates alongside its affiliate Evercore Trust Company, N.A., an OCC-chartered national trust bank that delivers corporate trustee, executor, and custody services, providing a regulated fiduciary platform that standalone RIAs cannot easily replicate.

The firm's core technology and service stack spans integrated strategic wealth planning, discretionary and non-discretionary global portfolio management (~$15.42B discretionary / ~$91M non-discretionary as of 12/31/2025), trust and fiduciary services, and family office support. Investment products include the Evercore Equity Fund (EWMCX), the Evercore Wealth Management Private Equity Access I, L.P. (sponsored via CAIS), and the SALI Multi-Series Fund sub-advisory mandate, complemented by third-party manager selection overseen by the firm's External Manager Selection Committee. The firm also publishes Independent Thinking, a quarterly thought-leadership periodical (Volume 55, April 2026), runs an Investment Outlook webinar series, and maintains six offices in New York, Minneapolis, Palm Beach, San Francisco, Tampa, and Wilmington.

Revenue is generated almost entirely from recurring AUM-based advisory fees, with a standard 1.00% annual fee on assets up to $10M, stepping down to 0.75% on the next $10M and 0.60% thereafter for growth assets, plus a separate fixed-income schedule (0.35%/0.25%). Advisory fees are waived on the EWMCX and CAIS PE Access fund positions to avoid double-charging. Client acquisition is driven by referrals from professional advisors (attorneys, accountants), industry recognition (Barron's, Forbes, Financial Advisor), and content-led thought leadership rather than digital or self-service channels. The firm holds consecutive top-tier RIA rankings (2022-2025) and reports no material disciplinary history.

Name

Evercore Wealth Management

Legal name

Evercore Wealth Management, LLC

Website

https://www.evercorewealthandtrust.com/

Company type

Private

Founded year

2008

Operating status

Operating

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (52592), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

Keywords

• Wealth advisory services
• Investment management
• Trust and fiduciary services
• Family office services
• Financial planning

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory Fees: Compensation based on a percentage of assets under management (AUM). Fees are generally charged monthly in arrears based on prior month-end market value using a tiered schedule. For relationships up to $10 million: 1.00% annual fee. For relationships over $10 million or with at least $5 million fixed income: split fee schedule with 0.35% on first $10M fixed income, 0.25% on balance; and 1.00% on first $10M growth assets, 0.75% on next $10M, 0.60% on balance. Fees may be negotiated.
2. Evercore Equity Fund (EWMCX): Annual investment advisory fee of 0.75% of fund assets under management. Firm waives its regular advisory fees for client assets invested in EWMCX to avoid double-charging.
3. Financial Planning Services: General personal financial planning services included with investment advisory. Stand-alone financial planning services are negotiated on a case-by-case basis.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Evercore Wealth Management is an independent wealth advisory firm that delivers integrated strategic wealth planning, global investment management, comprehensive trust and fiduciary services, and family office services to ultra high net worth individuals, families, executives, entrepreneurs, foundations, and endowments. Services are delivered through a partnership model in which each client is paired with a Wealth & Fiduciary Advisor and a Portfolio Manager. The firm operates through two affiliated entities: Evercore Wealth Management, LLC (an SEC-registered investment adviser) and Evercore Trust Company, N.A. (a nationally chartered trust bank regulated by the OCC).

Product overview

Evercore Wealth Management is a leading independent wealth advisory firm providing integrated strategic wealth planning, global investment management, comprehensive trust and fiduciary services, and family office services to ultra high net worth individuals, families, and institutions. The firm operates through two main entities: Evercore Wealth Management, LLC (SEC-registered investment adviser) and Evercore Trust Company, N.A. (nationally chartered trust bank regulated by the OCC). The offering is structured as a unified advisory platform combining a dedicated Wealth & Fiduciary Advisor and Portfolio Manager team model. Core services include Strategic Wealth Planning, Investment Management, Trust & Fiduciary Services, and Family Office Services. Investment management products include the Evercore Equity Fund (EWMCX) registered investment company, the Evercore Wealth Management Private Equity Access I, L.P. private equity fund (sponsored by CAIS), the SALI Multi-Series Fund, L.P. insurance dedicated fund (sub-advisory), and a Model Equity Portfolio service for institutional clients. The firm also publishes the Independent Thinking® research publication.

Differentiator

Problem solved

Functional benefit

Brands

• Evercore Equity Fund (EWMCX): Registered investment company for which Evercore Wealth Management serves as investment adviser.
• Evercore Wealth Management Private Equity Access I, L.P.
• Independent Thinking®

Products and services

• Strategic Wealth Planning
• Investment Management
• Trust & Fiduciary Services
• Family Office Services
• Evercore Equity Fund (EWMCX)
• Evercore Wealth Management Private Equity Access I, L.P.
• SALI Multi-Series Fund, L.P.
• Model Equity Portfolio

Quantifiable outcome

• Average 25 years of professional experience among advisors
• +1 more outcomes

Named customers5 records

Segments6 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Two partnerships are on record, tiered minor and core.

• Guild HallminorOthers · 27 April 2026Evercore Wealth Management serving as primary supporter for Guild Hall's 40th Academy of the Arts Achievement Awards Dinner honoring Carl Bernstein, Katie Couric, and Leila Straus at The Rainbow Room in New York City.
• Evercore Trust Company, N.A.coreStrategic or Co-development PartnerAffiliated national trust bank regulated by the Office of the Comptroller of the Currency. Provides trustee and executor services, corporate trustee capabilities, and custody services for Evercore Wealth Management clients. Operates as an integrated part of the client service model.

Scale indicators7 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Bernstein Private Wealth: Independent, employee-owned RIA arm of AllianceBernstein focused exclusively on UHNW individuals and families with discretionary portfolio management, financial planning, and trust services — the most direct UHNW-focused pure-play comparable to Evercore Wealth.
• Bessemer Trust: Multi-generational wealth advisor serving UHNW families with investment management, trust, and family office services — directly comparable UHNW/trust-led offering and one of the longest-tenured independent wealth firms.
• Brown Brothers Harriman Wealth Management: Partnership-based private bank and wealth advisor offering customized investment management, trust, and estate services to UHNW families — similar boutique, partnership-driven culture and UHNW-only positioning.
• Glenmede: Independent, owned-by-trust wealth and investment manager serving UHNW families, foundations, and endowments with discretionary management, trust, and family office services — closely aligned multi-generational and endowment focus.
• Brown Advisory: Independent, employee-owned RIA offering wealth management and institutional investment strategies to UHNW families, foundations, and endowments — comparable mid-sized independent RIA with family-office-style service model.
• Clarfeld Citizens Private Wealth: SEC-registered investment adviser within Citizens Bank providing wealth planning, investment management, and fiduciary services to HNW/UHNW individuals — a comparable UHNW RIA from which Evercore hired senior advisor Sean Brady.

Broad incumbents

• Northern Trust Wealth Management: Personal wealth division of Northern Trust Corporation serving UHNW and HNW clients globally with integrated investment management and trust services. Comparable integrated trust + advisory model at much larger scale.
• Wilmington Trust (M&T Bank Wealth): Trust and wealth advisor now part of M&T Bank, providing investment management, trust, and fiduciary services to UHNW clients. Comparable national trust bank / wealth combination though embedded within a larger commercial bank.

Emerging players

• Cresset Wealth: Independent, family-founded RIA providing integrated wealth management, family office, and private investing solutions to UHNW families — similar boutique full-service UHNW positioning, smaller scale.

Regional players

• GenSpring Family Offices (now part of BNY Wealth): Multi-family office servicing UHNW families across the Southeast US with investment management and family-office services. Comparable family-office-led UHNW model with regional orientation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Evercore Wealth Management