Invest in your team. Partner with Ellevest at Work.
Ellevest at Work supports your goals to create workplace equality for your team — at every level of the organization.
An impactful way to recognize
Women’s History Month
Partner with Ellevest at Work to celebrate your team with special programming, financial literacy resources, and the career development tools they need to thrive all year long.
Let’s elevate the women+ at your organization and support the fight for workplace equality together.
Boost the work you're already doing by equipping your team with ...
Financially stressed employees
can cost companies up to 31 days of productivity. We help your team take care of their financial wellness with a plan and guidance on next steps.
Money is the #1 source of stress for women. Yet taking action around saving and investing is the #1 driver of confidence in their financial future. We help your employees tackle these goals head-on.
How we can help you support your employees
Virtual Workshops
Personalized workshops led by CFP professionals and experienced money coaches to help your employees level up their financial goals.
How Investing Works
How to Practice Financial Wellness and Feel Good About Money
Yours, Mine, and Ours: Money in Relationships
Money Coaching
We’ll work with your team to provide guidance on any money questions they need answered.
1:1 sessions with a money coach or CFP professional
Small-group coaching to learn with others
The Ellevest Membership
As a financial company built for women, our monthly membership offers investing tools and one-on-one coaching to help women+ turn money from a source of stress to a source of strength — all in one place.
Complimentary workshops, courses, and more
Easy-to-use investing and retirement tools
Access to a community of 3 million women
Up to 50% off all coaching sessions
"100% of attendees said they would recommend an Ellevest workshop to a friend or colleague."
2021 winner for Best Robo-Advisor for IRA Investing
“Ellevest is on a mission to tackle an industry that has often asked [women] to change their habits, rather than change itself.”
Looking to invest in your diverse team?
Partner with Ellevest. We’re here to help your team level up their biggest career goals and take care of their financial wellness.
get in touchQuestions?
What is the Ellevest cash back rewards program?
With the Ellevest cash back rewards program, you can earn cash back for eligible transactions with your Ellevest debit card. If you have the Ellevest debit card, you’re automatically enrolled in the Ellevest cash back rewards program. When you shop at participating merchants, your eligible transactions will earn cash back. You can see the offers that are available and the cash back amount in the rewards section of the Ellevest iOS app. Offers are customized based on your spending history. Offers may change or be removed without notice.
Any cash that you earn, will be transferred into your Ellevest Save account once a month at the beginning of the following month.
What services are included with Ellevest banking?
With Ellevest banking, you’ll get an Ellevest Spend account, a custom Ellevest debit card, and an Ellevest Save account.*
Do I need to use both my Ellevest Save and Spend Accounts?
Ellevest’s money membership is designed to be customized so you can personalize your experience. While you will have access to Ellevest Save and Spend accounts, it is not required that you utilize both.
Are there fees for banking?
There are no overdraft fees, no account fees, and ATM fees are reimbursed when using your debit card in the US.† If you make a purchase with your debit card outside the US, any international transaction fees will be charged to your account and an international ATM withdrawal fee of $5 will be applied.
Does Ellevest offer Roundup?
Yes! When you have an Ellevest Spend account and turn on the Roundup* setting, we'll automatically round up every transaction to the next dollar. We'll put the change from those transactions right in your Ellevest Save account. Then that money is yours — you can let it add up in your Ellevest Save account or transfer it to an investment account!
Is my money insured by the FDIC?
The funds in your Ellevest Save and Spend accounts are FDIC-insured up to $250,000 per depositor through Coastal Community Bank, Member FDIC. Banking products and services are provided by Coastal Community Bank, member FDIC.
Looking to invest in your team?
Email atwork@ellevest.com to learn more.
Disclaimer
*Ellevest member discount ranges from 20% to 50% depending on monthly plan selection.
*The “$100 Ellevest Gift Card” promotion is available for those who purchase a Full Financial Planning Package on or before 11:59 PM ET on June 30, 2021 (the “Promotional Period”). Customers who purchase a Full Financial Planning Package before the end of the Promotional Period will receive a $100 gift card to the Ellevest store, via email within 90 days of completing the first phone call included in the Full Financial Planning Package. Limit one per customer.
Ellevest gift cards are redeemable only toward Ellevest Financial Planning or Career Coaching Sessions (the “Services”) available through the Ellevest Store and cannot be used toward other Ellevest membership, advisory, or banking services. Additional Gift Card Terms and Conditions apply.
Ellevest Membership fees are as follows: Ellevest Essential is $1 per month, Ellevest Plus is $5 per month, and Ellevest Executive is $9. Other fees as described in Ellevest’s Wrap Fee Program Brochure and the Ellevest Membership Terms and Conditions Agreement will continue to apply.