An intentional, transparent approach to wealth management for high and ultra high net worth individuals, families, and institutions.
Intentionally invest for impact across your portfolio to pursue both financial and social returns.
Make your money work harder for you with the personalized investing platform that makes it easy for women to build wealth and plan for retirement.
Personalized portfolios, free workshops, coaching discounts, and impact investing.
Access educational resources and work with certified financial planners who are committed to helping you meet your financial goals.
1:1 coaching, small-group sessions, and live workshops that meet women's needs.
Women’s financial health has been challenged a lot in the last five years, but there’s still a lot to be hopeful about. We collected the data to understand the relationship between women and money this year.
The Ellevest community is taking charge of their financial futures. You heard it here first.
I love how straightforward Ellevest makes financial goal planning.
Big F YEAH to the @Ellevest team! They've managed my $ for the last 3+ years. 13/10 would do it all over again!
Ellevest has changed how I think about money, and has therefore changed my life and my future.
No fuss investing. I'm LOVING the educational classes and resources.
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.
We believe the world is better off when women have more money. Learn how (and why) we’re building a financial company that’s unlike any other out there.get to know us
As of 8/15/2022, Ellevest Membership fees can be found here. Other fees as described in Ellevest’s Wrap Fee Program Brochure and the Ellevest Membership Terms and Conditions Agreement will continue to apply.
Ellevest doesn’t require Members to maintain a minimum investment 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.
Investing entails risk, including the possible loss of principal, and there is no assurance that the investment will provide positive performance over any period of time.
*The Ellevest Women’s Financial Health Index is calculated monthly using twelve indicators from May 2018 through July 2022. A higher score indicates conditions associated with better financial health for women, while a lower score points to poorer financial health.