Ellevest is different from other financial companies in some big ways.
Ellevest was built by women, for women.
Our approach — from our digital investing platform’s gender-aware algorithm to the advice provided by our team of financial planners and Private Wealth advisors — is informed by research and data on women’s lived realities.
Ellevest helps you align your money with your values.
Every dollar you spend, save, or invest has an impact. Ellevest clients can invest in portfolios designed to help make the world better for women. And we’re hyper-focused on helping you prioritize and work toward the goals that feel most important to you.
Ellevest makes it easy to invest, no matter where you are in your financial journey.
Ellevest members have access to our digital investing platform, which was designed to make it simple to invest — and do it in a smart way — whether you’re just getting started and can only invest a few dollars,2 planning for retirement, or working toward other goals. All you have to do is tell us about yourself and your goals and make a deposit. We’ll match you up with a diversified investment portfolio and take it from there.
Ellevest Private Wealth clients have access to a dedicated team of financial advisors, investment managers, and client service professionals. After taking the time to understand your financial goals and the impact you want your money to make, we invest your assets using globally diversified, cost-aware strategies designed to get you there.
Ellevest brings all the financial pieces together into one place.
Financial wellness isn’t just about saving and investing your money — it’s about earning more money, too. Members have access to not only investing but also educational resources (like email courses and online workshops) to help with your finances. And members can get up to 50% off all financial planning sessions.
Private Wealth clients have access to our full team of wealth management professionals, who take the time to learn about your goals before building you a customized investment plan using globally diversified, cost-aware strategies.
1The Ellevest Membership investing service doesn’t require you to maintain a minimum account balance. However, there are portfolio-specific minimums (ranging from $1 to approximately $240). You may not receive the entire recommended portfolio until your account balance meets the respective portfolio minimum. Ellevest will not rebalance a portfolio until it meets the respective account balance minimum necessary to generate the required shares. This minimum is a function of portfolio allocation and the share price of individual holdings, which will vary.
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