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 money coaches, career coaches, and Private Wealth advisors — is informed by research and data on women’s lived reality.
Ellevest helps you align your money with your values.
Every dollar you spend, save, or invest has an impact. Ellevest members and Private Wealth clients can invest in portfolios designed to help make the world better for women. We also make it easy for members to find women-led businesses to shop from (and use their debit cards to earn cash back1) via the Ellevest Women-Led Collection. And we’re hyper-focused on helping you prioritize and work toward the money and career 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 $1,2 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 money and career 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 and banking services, but also learning opportunities (like courses and online workshops) to help with your money and career. And members can get up to 50% off all money and career coaching 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. Private wealth clients also have access to complimentary executive coaching services.
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.
2Banking products and services are provided by Coastal Community Bank (“Coastal”), Member FDIC, pursuant to license by Mastercard International. Your Ellevest Save and Ellevest Spend Account deposits will be insured to the regulatory limits by the FDIC through Coastal.
Funds held in your Ellevest investment accounts are not FDIC insured, not guaranteed by Coastal, and may lose value. Ellevest does not guarantee investment performance.
The Ellevest Rewards program is powered by Dosh®, an unaffiliated third-party provider, which offers Ellevest banking members cash back on Ellevest debit card purchases from select merchants. Each Ellevest Rewards, Powered by Dosh program offer is available for a limited time only for qualifying purchases at participating merchants (subject to the particular offer and full program terms). Cash back percentages will vary and offers may become unavailable without notice. Additional terms, conditions and exclusions apply and can be found in the Ellevest Membership Terms and Conditions Agreement.