Step one to managing your money and career
Invest for future goals, save for the short term, and navigate your career — all in one place.
get startedOur mission is to get more money in the hands of women — starting with you.
Are you new to investing? We make it easy to start investing with a goals-based investment strategy and plan for retirement.
You’re looking for personalized advice with a certified financial planner. Start with a money checkup and create a plan that can help set you up for success.
Looking to invest more than $1 million? Navigate concentrated stock positions and invest intentionally with a dedicated team by your side.
Personalize your plan
Tell us about yourself, and we’ll factor in women’s pay gaps, career breaks, and longer lifespans to help you build the right plan for your life that evolves with you as you grow.
Invest for future goals
We make it easy, whether you’re new to this, planning for retirement, or have other big dreams. Start with what you’ve already got, make a deposit, and we’ll take it from there. No minimum, no picking stocks, no jumping through hoops.
Save for the short term
Get 1:1 help from a pro
Sign up to get up to 50% off all money and career coaching sessions. You’ll walk away from each session with a realistic plan to navigate your money or career.
shop all sessions
30-minute Money Checkup with a CFP® Pro
Career Coach Q&A to build a personalized action plan
6-session Executive Coaching Package
We’re committed to driving change as a company — from the people we hire to the people who raise money with us.
The Ellevest Team
Ellevest Staff
Leadership Team
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.
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.
Ellevest’s Private Wealth Management offers advisory services to higher net worth individuals, investors, trusts, foundations and other institutional investors.
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.
The “Boston FinTech” promotional offer (the “Promotional Offer”) is offered to those who sign up for a monthly Ellevest membership service (Ellevest Essential, Ellevest Plus or Ellevest Executive) on or before 11:59 PM EST on October 31, 2021 (the “Promotional Period”). This Promotional Offer cannot be applied to an annual Ellevest membership service, existing Ellevest membership service, and is only available to new Ellevest membership clients. This Promotional Offer is not valid in conjunction and cannot be combined with any other offers or promotions. Clients who enroll for a monthly Ellevest membership service before the end of the Promotional Period will pay no monthly Ellevest membership fee for the first month of their membership period, starting on the date the Ellevest Membership Terms and Conditions Agreement is acknowledged (the “Effective Date”). After one month from the Effective Date, the applicable fees for the Ellevest membership service selected will be reinstated.