Evergreen: Sustainability as the Foundation of a Fairer Financial World

How B Corp has changed Evergreen

The first certification brought clear momentum—both to company culture and product development. Practices that were previously self-evident but undocumented were formalized during certification: an ethics code, a CSR manual, a charter amendment, and a formalized set of values. These structures help ensure that sustainability continues to be lived consistently as the team grows.

In addition, B Corp proved to be an important compass in product development. While Evergreen initially focused on economic and social aspects—such as fair access to financial products—the certification process strengthened the environmental dimension. Existing funds were converted to meet sustainable criteria under Article 8 of the EU Sustainable Finance Disclosure Regulation, while new products now even meet Article 9 requirements and pursue explicit sustainability goals.

“Environmental sustainability and social justice are core elements of our identity and our company philosophy,” Mathias emphasizes. “B Corp confirms our pioneering role in the financial sector—and motivates us to expand this responsibility.”

From certification to recertification: measurable progress

With the current recertification, Evergreen significantly improved its B Impact Assessment score—especially in the customer impact area. With an impressive score of 139.4 points, Evergreen is among the B Corp leaders in Germany. This is due in large part to Evergreen’s focus on designing financial products for people who have traditionally had limited access to capital markets.

The sustainability of the funds has also been further strengthened: stricter exclusion criteria, a sustainability committee to review investments, and an expanded controversies monitoring system all contribute to greater transparency and impact.

Internally, processes have also been professionalized. Evergreen published a comprehensive sustainability report, introduced CO₂ accounting, and strengthened employee engagement.

Trust as currency—and as impact

In the financial sector, trust is a decisive asset. Evergreen consciously strives to act differently from many traditional market players. Through full transparency regarding costs, return expectations, and sustainability criteria—as well as through educational offerings—the company builds trust among clients, partners, and employees.

The B Corp certification plays a dual role: on the one hand, it provides objective validation of these commitments; on the other, it serves as a constant reminder that sustainability is an ongoing process. “After the assessment is before the next assessment,” says founder and CEO Iven Kurz. “The questionnaire is like a packing list for our sustainability journey—it shows us where we stand and what we still need to improve.”

Looking ahead: financial inclusion for all

Even after successful recertification, Evergreen remains ambitious. In the coming years, the company aims to further simplify access to sustainable investment, remove barriers, and place greater emphasis on financial education. At the same time, reporting and data transparency will be further expanded.

Founder and CEO Iven Kurz sums it up:

“Especially as a financial company, it’s important to us to show that strong financial products do not contradict ecological and social responsibility—quite the opposite: they can be the foundation for a fairer economy.”