High net worth focus Evercore Wealth Management serves high net worth individuals and families with customized investment management, financial planning, trust and custody services, indicating opportunities to cross-sell complex wealth solutions and family office services.

AUM growth signal With approximately $14.4 billion in client assets as of June 30, 2025 and a revenue range of $100M-$250M, the firm demonstrates scale and potential for larger mandates and expanded discretionary management opportunities.

Trust and fiduciary expansion Ownership of Evercore Trust Company, N.A. enables integrated trust and custody offerings and Delaware trust advantages, suggesting potential to upsell advanced fiduciary planning and strategic trust structures to affluent clients.

Strategic leadership depth Recent appointments and promotions of managing directors and partners, along with award recognition, indicate a growing leadership pipeline and potential for deeper client relationships through experienced advisors and fiduciary specialists.

Growth channels and events Active engagement in industry events such as the Advisors Series and notable speaking opportunities present opportunities to build referral networks, corporate partnerships, and targeted outreach to family offices and institutional clients.