Evolved Finance Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Evolved Finance is a financial services firm based in Manhattan Beach, California, established in 2010. The company provides bookkeeping, tax planning, tax preparation, and business education aimed at online entrepreneurs, with a focus on supporting clients beyond simply compiling data for tax season. Its services are positioned to help digital product and service sellers who generate significant online revenue develop more profitable and sustainable practices through industry-specific financial guidance.

Targeting online businesses that operate in US dollars, Evolved Finance emphasizes a customer-focused approach that educates and empowers clients around their finances. The firm positions itself within the online business services segment by offering a combination of bookkeeping and strategic tax services, alongside educational support to foster healthier financial management for its client base.

Find Evolved Finance employees' phone numbers or email addresses

Evolved Finance Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

Evolved Finance's Leadership

  • Stylized image of a person
    S. W.
    Founder
    Phone icon
  • Stylized image of a person
    W. H.
    Client Engagement Manager
    Phone icon
  • Stylized image of a person
    B. L.
    Operations Manager & Analyst
    Phone icon
  • Stylized image of a person
    D. C.
    Account Manager
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Evolved Finance Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Banking
  • Business
  • Sales
  • Administrative
  • Other

Contact profiles from Evolved Finance

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. W.
    Founder
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    W. H.
    Client Engagement Manager
    Phone icon
    United StatesVirginia
    Apr 16, 2026
  • Stylized image of a person
    B. L.
    Operations Manager & Analyst
    Phone icon
    United StatesFlorida
    May 08, 2025
  • Stylized image of a person
    D. C.
    Account Manager
    Phone icon
    United StatesOregon
    Oct 23, 2024

Frequently Asked Questions

What is Evolved Finance known for?

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Evolved Finance was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 1230 Rosecrans Avenue Manhattan Beach, California 90266 United States. Explore Evolved Finance's company overview page for more information.

What is Evolved Finance's most common email format?

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Evolved Finance employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Evolved Finance email formats with LeadIQ.

How many employees does Evolved Finance have currently?

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Evolved Finance has approximately 12 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Evolved Finance's key employees and leadership?

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As of June 2026, Evolved Finance's key employees include:

  • Founder: S. W.
  • Client Engagement Manager: W. H.
  • Operations Manager & Analyst: B. L.
  • Account Manager: D. C.

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