EverTrust Group Inc.
- Company typePrivate
- Founded2020
- HeadquartersNew York, United States
- Headcount—
- GTM typeB2B and B2C
- OfferingServices
EverTrust Group Inc. firmographics
Firmographics- Name
- EverTrust Group Inc.
- Legal name
- EverTrust Group Inc.
- Website
- https://evertrustgroupinc.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Ownership category
- akta.pro rank
EverTrust Group Inc. industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Quantitative/Systematic Equity (Active) (FSAAAIAL)
- akta.pro secondary industries
- Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Quant Research & Systematic Strategies (FSACAGAF), Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset (FSAAAJAE)
Keywords
Where EverTrust Group Inc. is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
EverTrust Group Inc. business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- Wealth Management and Asset Management Services: EverTrust Group Inc. generates revenue through wealth management and asset management services, combining AI-enabled quantitative strategies with institutional-grade investment expertise. The firm serves high-net-worth individuals and institutional investors with structured, data-driven investment solutions. Revenue is derived from fees associated with portfolio management, asset allocation services, and quantitative investment advisory.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels2 records
EverTrust Group Inc. product offering
Product offeringCore offering
EverTrust Group Inc. provides AI-driven quantitative trading and global wealth management services through its proprietary ETG Intelligent Quantitative Trading System. The firm combines systematic, data-driven quantitative strategies with institutional-grade asset management discipline, offering portfolio management, asset allocation, and adaptive risk control solutions to high-net-worth individuals and institutional investors across multiple markets.
Product overview
EverTrust Group Inc. operates as a unified wealth management and financial technology platform. The core offering centers on the proprietary ETG Intelligent Quantitative Trading System, which provides AI-enabled quantitative strategies combined with disciplined risk management and global asset allocation frameworks. The system supports scalable investment structures, transparent portfolio oversight, and adaptive risk controls for diverse client profiles including high-net-worth individuals and institutional investors.
Differentiator
Problem solved
Functional benefit
Products and services
- ETG Intelligent Quantitative Trading System
Quantifiable outcome
- Enhanced long-term portfolio outcomes for global investors across multiple markets through technology-driven investment solutions
- +1 more outcomes
Companies that use EverTrust Group Inc.
Customer profileSegments2 records
Ideal customer profiles2 records
EverTrust Group Inc. technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
EverTrust Group Inc. partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Aberdeen Group plccoreEverTrust Group Inc. and Aberdeen Group plc formed a strategic partnership to advance global wealth management and asset allocation through technology and institutional expertise. The partnership is structured around three core pillars: (1) Technology-Enhanced Asset Management combining EverTrust's quantitative and AI-driven investment technologies with Aberdeen's portfolio construction expertise; (2) Global Client Reach and Product Innovation leveraging Aberdeen's presence across major global markets with EverTrust's cross-border wealth solutions for high-net-worth individuals and institutional investors; (3) Compliance, Governance, and Operational Synergy emphasizing transparency and operational discipline in an increasingly complex global regulatory environment. Both firms plan to introduce co-developed wealth management solutions, quantitative investment tools, and professional research services.
Scale indicators2 records
Recent moves3 records
Expansion highlights3 records
EverTrust Group Inc. competitors and assessment
Company assessmentBroad incumbents
- Schroders: Schroders is a UK-based global asset and wealth manager with institutional and HNW offerings across regions. It is comparable as a geographically diversified incumbent aligning with EverTrust's Aberdeen-style partnership and cross-border ambitions.
- BlackRock: BlackRock is the world's largest asset manager with a growing systematic and ETF franchise and broad institutional/HNW reach. Comparable as a global incumbent competing for the same institutional and HNW mandates EverTrust targets.
- Vanguard: Vanguard is among the largest asset and wealth managers globally, with systematic, low-cost strategies and broad institutional/HNW distribution. Comparable as a scaled, systematic incumbent in EverTrust's target market.
- Charles Schwab: Charles Schwab is a large incumbent wealth manager offering advisory, brokerage, and asset management to retail and HNW clients. Comparable as a scaled incumbent competing across the wealth management value chain.
Direct peers
- Qplum: Qplum is an AI/ML-driven wealth management platform offering systematic, customised portfolio strategies to HNW and institutional investors. It directly overlaps EverTrust's ETG-driven, personalised systematic offering.
- Personal Capital: Personal Capital is a digital wealth manager serving HNW individuals with technology-enabled portfolio management and financial planning. It competes for the same primary HNW segment EverTrust targets.
- Betterment: Betterment is an online investment adviser providing automated, portfolio-management services to retail and HNW investors. It is comparable in product category (digital wealth management) though it skews more mass-market.
- Two Sigma: Two Sigma combines systematic, quantitative investing with a wealth management business aimed at HNW and institutional clients. It is the most direct comparability match given EverTrust's AI-driven quant + wealth management model.
- Wealthsimple: Wealthsimple is a digital wealth management platform offering systematic, low-cost investing to mass-affluent and HNW clients. It is comparable as a technology-led wealth manager targeting similar end-investor personas.
Others
- Addepar: Addepar provides a wealth management technology platform used by advisors and institutions to analyse and report on portfolios. It is comparable as a technology enabler in the same ecosystem EverTrust operates in, though it does not directly run portfolios for end clients.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
EverTrust Group Inc. financial estimates
Financial estimateRevenue estimate
Valuation estimate
EverTrust Group Inc. leadership team
Management profileNumber of profiles
Profiles1 record
EverTrust Group Inc. funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
EverTrust Group Inc. M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about EverTrust Group Inc.
What does EverTrust Group Inc. do?
EverTrust Group Inc. provides AI-driven quantitative trading and global wealth management services through its proprietary ETG Intelligent Quantitative Trading System. The firm combines systematic, data-driven quantitative strategies with institutional-grade asset management discipline, offering portfolio management, asset allocation, and adaptive risk control solutions to high-net-worth individuals and institutional investors across multiple markets.
Is EverTrust Group Inc. a public or private company?
EverTrust Group Inc. is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was EverTrust Group Inc. founded?
EverTrust Group Inc. was founded in 2020.
Where is EverTrust Group Inc. based?
EverTrust Group Inc. is headquartered in New York, United States, in the North America region.
How does EverTrust Group Inc. make money?
One revenue line is on record: wealth Management and Asset Management Services.
Who are EverTrust Group Inc.'s main competitors?
Broad incumbents on record are Schroders, BlackRock, Vanguard and Charles Schwab. Direct peers are Qplum, Personal Capital, Betterment, Two Sigma and Wealthsimple. Addepar is listed as an others.
Does EverTrust Group Inc. have an API?
No public API is recorded for EverTrust Group Inc..
What industry is EverTrust Group Inc. in?
EverTrust Group Inc.'s product category is Wealth Management Services. Its primary akta.pro industry code is FSAAAIAL, Quantitative/Systematic Equity (Active), with a secondary code of FSAAACAC, Portfolio Management–Led RIAs (Discretionary/Model-Based). Its NAICS code is 523940 and its SIC code is 6282.