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Wealth Management
Financial Planning
Our Team
Resources
Resources
Get insights and explainers from our team, or learn how we can support you through major life events.
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Where your wealth works smarter

Expert Personal Wealth Management and Private Wealth services to help you grow and align your money with your values.
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A dedicated team for your portfolio

Customizable investments managed by our expert team of financial advisors and Ellevest CEO Dr. Sylvia Kwan.

Invest intentionally for the world you want

Here’s the truth: All investments have an impact. And when you don’t keep tabs on what assets you own, you risk using your financial power to support causes that conflict with your own values.

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Our diversified investment portfolios are personalized to you with the potential to deliver competitive returns while making the world better.
DIVERSIFICATION

Small cap stocks. Global stocks. Municipal bonds. Real estate. Venture-stage companies. At Ellevest, we take our diversification seriously.

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BUILT FOR IMPACT

Each Ellevest investment portfolio is constructed with a high degree of personalization to help you pursue financial returns and invest for impact across your entire portfolio.

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BUILT FOR WOMEN

There's a massive need for financial products that serve women, not just market to them. Ellevest is the only financial company founded by, funded by, built for, and investing in women.

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Get the latest market insights and advice

Featured perspectives from Ellevest, a team with decades of expertise guiding the future of women's wealth.

2026 Market Outlook: The Year of Wealthcare
Dr. Sylvia Kwan
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The Benefits of Charitable Giving
Ashley Bleckner
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What Does It Mean to Flip the Script on Legacy Planning?
Emily Green
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CLIENT REVIEWS

“Ellevest has been so critically helpful. I feel more in control of my finances than ever before, and with that comes a sense of personal independence and freedom that I don’t take for granted.”

KatIE C.**
**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.
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**Endorsements were given by non-clients of Ellevest, Inc. Endorsements are representative of the non-clients 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 of a similar experience or services. No compensation was provided for these endorsements.

Tell us about your financial goals

Your wealth deserves a plan as intentional as you are. Ellevest advises individuals, families, and the next generation on intentional investing and generational wealth-building — with full wealth management services for clients with $500,000 or more to invest, and standalone financial planning available for a flat $3,600 per year. Not sure where to start? Book a personal consultation and find the right fit for your financial future.