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Evergreen Home Loans Appoints Dan Richards as Chief Strategy Officer

PRIVATEJan 09, 2026

Position

Chief Strategy Officer

Company

Evergreen Home Loans

Dan Richards
drichards@evergreenhomeloans.com
BellevueFinancial ServicesFinanceFintechLending

Description

Evergreen Home Loans has appointed Dan Richards as Chief Strategy Officer. With over two decades of executive leadership experience, Richards will shape the company's long-term growth strategy, focusing on business diversification through new channels and strategic acquisition.

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A new leader at Evergreen Home Loans brings new priorities and often new vendors. The first weeks are when they listen.

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Company Information

Company

Evergreen Home Loans

Location

Bellevue, Washington, United States

About

Evergreen Home Loans™ is a full-service direct mortgage lender headquartered in Bellevue, Washington, with more than 38 years of experience helping people achieve homeownership. Licensed in 30 states with over 56 branch locations nationwide, the company offers a wide range of loan products including FHA, VA, Conventional, Jumbo, USDA, refinancing, and construction loans. Known for delivering On Time and As Promised®, Evergreen Home Loans is committed to providing financial stability and supporting generational wealth in the communities it serves.

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Evergreen Home Loans changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.