What does Ellevest do?

Ellevest gives women tools to help them build the financial futures they want. We have two services: Ellevest and Ellevest Private Wealth Management.

Ellevest 

Ellevest is designed for those looking to take charge of their finances — no matter where you are in your financial journey — all in one app.

We have three ways to help you do that: 

• Digital investing, whether you’re starting with $10,1 planning for retirement, or working toward more complex goals
  
  
• On-demand learning, like free courses and workshops, on topics ranging from budgeting to planning for retirement and more
  
  
• Financial planning, with member-only discounts on every session

You can use one or use them all — we designed our plan 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.