Women-first investing and financial planning
Things are just different for women. Having a financial plan that actually considers those differences is key to building your wealth and reaching your goals.
Build your wealth
With live and digital financial guidance — including 1:1 sessions with a CFP® pro, tools and resources, and automated investing.
Manage your wealth
With investment management and financial advice from a dedicated team of advisors. For high and ultra high net worth individuals, families, and institutions.
Why does the “for women” matter?
Ellevest was built specifically to account for women’s differences. Traditional financial companies weren't.
Women earn 83 cents for every dollar earned by men. That’s a $900k disparity (or more) over a lifetime.
74% of women die single — i.e. we ultimately benefit from staying in control of our own finances.
62% of women say they have unique investment needs that aren’t understood by other advisors.
*Testimonials were given by clients of Ellevest, Inc. Testimonials are representative of the client's views at the time collected, may not be representative of the experiences of other clients and do not provide a guarantee of future performance success or a similar experience or services. No compensation was provided for these testimonials.
We help women build their wealth and reach their financial goals with our digital plan (which includes access to our gender-aware, automated investing platform, our all-women team of financial planners, and tools and resources), as well as Private Wealth Management for high and ultra high net worth individuals and institutions.
When you sign up for a digital plan, we’ll build a personalized investment portfolio for each of your goals. We can help you invest toward buying a home, for example, or roll over a 401(k) to invest for retirement.
We also offer discounted 1:1 sessions with a financial planner (all CFP® professionals, or CERTIFIED FINANCIAL PLANNER™ professionals) on various topics — how to budget, checklists for a first time homebuyer, retirement plans … it’s up to you.
Because the financial industry was historically built by men, for men. And women have different realities than men — we live longer on average but retire with less; we have more career breaks and get paid less — which means our financial needs are different.
Unlike traditional financial companies, Ellevest is not “gender-neutral.” We actually consider those differences in order to build personalized investment portfolios and financial plans that give you the best possible chance of maximizing your wealth and reaching your goals.
Nope. Anyone can join Ellevest. We do use a forecast of women’s salary curve data, among many other women-centric data points, to create your personalized investing plan — that’s why we ask for your gender identity when you sign up.
An Ellevest digital plan costs $12/month. That flat fee includes: automated investing and retirement goals, workshops, worksheets, email courses, and discounted financial planning sessions. All financial planning sessions are available to purchase at 50% off for digital clients on the Ellevest plan, or at full price for non-clients.
There are no account minimums, and you don’t need to move your existing assets over to us in order to work with a financial planner. You can learn more about Private Wealth Management pricing here.
Your digital plan includes a 50% discount on all financial planning sessions.
Yes, and here are some reasons why we believe you can:
1. We use Goldman Sachs Custody Solutions, a SEC-registered broker-dealer and custodian, to safeguard the money you invest. (Note: Ellevest controls the investment strategy and actively manages your assets — Goldman Sachs just houses the assets and executes the trades as instructed by us.)
2. We’re a fiduciary. That means we’re legally bound to act in your best interests when making recommendations and investing your money on your behalf.
3. Our financial planners are all CFP® professionals. That means they, too, are bound to act in your financial best interests, in compliance with the CFP Board.
You can learn more about our Private Wealth advisors’ credentials here.