The financial services industry was built by men, for men. Ellevest was built to be different. Driving positive change isn’t just part of our offering — it’s our mission.
Ellevest Private Wealth Management does that in several key ways:
- We’re a fiduciary. That means we’re required to put your interests before our own. (Many of the big-name firms aren’t.) We’re straightforward about what we do for you and what it costs.
- Our team. Our employees don’t look like a team from 1957 (or even like the investing industry today). Three-quarters of us identify as women and 48% are people of color. We’ve built a team who really gets it when it comes to women, families, and money — and who create space for real conversations to listen and understand your goals.
- Experience: Our team has decades (and decades) of industry experience in investments, compliance, and executive management including Smith Barney, Sanford Bernstein, Merrill Lynch, Citi, Financial Engines, and BNY Mellon.
- Impact Investing: You don’t have to choose between making a positive impact and seeking competitive market returns. From equities to fixed income to intentional alternatives, Ellevest’s impact portfolios are built to tackle issues that disproportionately affect women, like gender inequality, racial injustice, and climate change. Click here to see an example.