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Ellevest

Women-founded, women-led financial services company dedicated to closing the gender wealth gap. SEC-Registered Investment Advisor with $1+ billion AUM. Offers personalized wealth management and financial planning for women.

Reputation & Trust

7 reviews

Overview

Pricing Model
aum-based
Founded
2014

Products & Services

Ellevest Wealth Management

broker

Personalized financial planning and investment management for high-net-worth women

  • Dedicated wealthcare team
  • Gender-aware investing
  • Retirement planning
  • Impact investing
  • Equity compensation planning
Learn more

Company Information

Legal Name
Ellevest, Inc.
Headquarters
New York City, US
Team Size
51-250
Primary Timezone
America/New_York

Founding

Founded
2014
Founder
Sallie Krawcheck
Background
Former CEO of Merrill Lynch Wealth Management and CFO of Citigroup. Stepped down as CEO Dec 2024.

Competitive Analysis

Proposition: Gender-aware investment approach accounting for pay gap and longer lifespans

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