# EVERWEALTH

EVERWEALTH is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** everwealth.com

## Regulatory record

- **CRD number:** 129458
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129458

## About

Everwealth is an independent financial adviser offering pensions, investments and retirement planning. They help individuals, families, businesses, trusts and estates with retirement income planning, pension consolidation, investments and savings strategies, protection advice, and planning for business owners and directors. Advice is delivered in plain English with a structured process from first meeting through ongoing reviews.

## People

- Neil Summers — Independent Financial Adviser
- Jordan Durrant — Independent Financial Adviser

## Questions

### Does Everwealth invest directly in companies or only through funds?

Everwealth participates in both fund commitments and direct co-investments. The firm channels member capital into venture capital, growth equity, and buyout funds while also pursuing selective direct deals alongside the general partners it works with. The firm has not published a breakdown of its allocation between fund and direct strategies.

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- [Financial Life Planners](https://altss.com/profile/financial-life-planners)
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Last updated: 2026-08-11T15:06:42.396Z

Canonical page: https://altss.com/profile/everwealth

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