EverSource Wealth Advisors

EverSource Wealth Advisors can provide a variety of financial planning services to help wealth advisors to achieve balance and growth. The job it does: managing your IT, from help desk to infrastructure, as an outside partner.

Who is it for? Mostly small and mid-sized companies. They also list Compliance, Financial Services and Wealth Management, so expect those to show up in the feature set. As a small company team themselves (11 to 50 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

EverSource Wealth Advisors is based in Birmingham, Alabama and around since 2017. You can read more at eversourcewealthadvisors.com.

Our checklist for this category: response SLAs, onboarding, and what is billed per hour. A short pilot with your real data tells you more than any demo.

If you have worked with EverSource Wealth Advisors, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.