Harris Evans has launched Coin and Seed Wealth Management, an independent, wealth management business in the US.
The new business aims to deliver tailored financial advice, with a structure designed to keep Evans directly responsible for client relationships.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
It is “founded on a clientfirst philosophy, offering personalised guidance through a flexible, advisorled model that prioritises clarity, confidence, and direction,” as per a statement.
The new firm has entered partnerships with Thoroughbred Financial, which acts as an Office of Supervisory Jurisdiction (OSJ), and with Osaic, a nationwide network of independent financial professionals.
Through these arrangements, Coin and Seed Wealth Management will receive compliance supervision, technology services and operational backing.
The affiliations will also provide access to a suite of investment products, planning resources and operational assistance intended to support client service and the development of the business.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataEvans said: “Launching Coin and Seed Wealth Management allows me to better align my business with how I want to serve clients. Partnering with Thoroughbred Financial strengthens that mission by providing the support and resources that allow me to focus on building deep relationships and guiding clients toward financial clarity and confidence.”
Commenting on the new venture, Thoroughbred Financial vice president Chris Cantrell said: “We are very excited for Harris to launch his new firm. His experience and commitment to clients is evident, and we know the future is bright for Coin and Seed Wealth Management.”
