Harris Evans launches new US wealth manager Coin and Seed
Yahoo Finance·2025-12-30 13:13

Core Insights - Harris Evans has launched Coin and Seed Wealth Management, an independent wealth management business in the US, focusing on tailored financial advice and client relationships [1] - The firm operates on a client-first philosophy, emphasizing personalized guidance through a flexible, advisor-led model [1] Partnerships and Support - Coin and Seed Wealth Management has partnered with Thoroughbred Financial, which serves as an Office of Supervisory Jurisdiction (OSJ), and Osaic, a nationwide network of independent financial professionals [2] - These partnerships provide compliance supervision, technology services, and operational support to enhance client service and business development [2][3] Business Vision - Harris Evans stated that the launch of Coin and Seed Wealth Management allows for better alignment with client service goals, supported by Thoroughbred Financial's resources [4] - Thoroughbred Financial's vice president expressed confidence in Evans' experience and commitment, indicating a positive outlook for the new firm [4]

Harris Evans launches new US wealth manager Coin and Seed - Reportify