# Evertree Insurance

Evertree Insurance is an Asset Manager based in New York, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/evertreeinsurance

## Regulatory record

- **Reports private funds:** No

## About

Evertree Insurance is an independent insurance brokerage founded in 2022. Based in New York, New York, the company provides insurance solutions to individuals and businesses. It offers human advisory services and technology to assist clients.

## Sectors

- InsurTech
- Insurance
- FinTech

## Questions

### How does Evertree Insurance source acquisition targets?

Evertree primarily sources independent property-casualty and employee benefits brokerages with $1 million to $10 million in annual revenue through industry networks, carrier referrals, and direct outreach to agency principals nearing succession. The firm emphasizes cultural fit and operational autonomy in its pitch to sellers.

### What is Evertree's capital structure?

Evertree operates with permanent capital from strategic backers rather than a traditional private equity fund structure. This means the firm is not required to sell acquired agencies within a fixed time horizon, a differentiator it uses when persuading agency owners to sell.

### Who runs Evertree Insurance?

Detailed biographies of Evertree's senior leadership are not broadly disseminated in public filings, limiting identifiable named principals. The firm is known to be led by operators with backgrounds in insurance distribution and technology.

### What lines of insurance does Evertree focus on?

Evertree concentrates on property-casualty and employee benefits lines, acquired through regional brokerages across the United States. The firm has noted the importance of diversifying by geography and line of business to manage underwriting-cycle risk.

### How is Evertree different from other brokerage consolidators?

Unlike the majority of consolidators — which are private equity funds executing buy-and-build strategies with five-to-seven-year exit plans — Evertree uses permanent capital, allowing it to hold agencies indefinitely. It also emphasizes giving agency owners operational autonomy and a proprietary technology platform.

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Last updated: 2026-08-10T19:36:47.593Z

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