Ellevest gives women tools to help them build the financial futures they want. We have two services: Ellevest membership and Ellevest Private Wealth Management.
Ellevest membership is designed for those looking to take charge of their money and level up their career — no matter where you are in your financial journey — all in one app.
We have four ways to help you do that:
- Online investing, whether you’re starting with $1,1 planning for retirement, or working toward more complex goals
- Spending and saving, with an Ellevest debit card that lets you earn cash back and an account where you can save for your short-term goals2
- On-demand learning, like free courses and workshops, on topics ranging from budgeting to negotiating your salary and more
- Money and career coaching, with member-only discounts on every session
You can use one or use them all — we designed membership so that you can start where you are and make it yours.
Ellevest Private Wealth Management
Ellevest Private Wealth Management is designed for those who have $1M or more to invest. It’s a full-service wealth advisory practice for investors who want to align their money with their values, and who know that where they put their money matters.
Led by a team of deeply experienced financial advisors, investment managers, and client service professionals, we offer personalized financial planning, a sophisticated investing methodology, the opportunity for impact investing to make the world better for women, access to executive coaching, and more.
1 The 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.
2 Banking 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.