The Ellevest Experience
Watch: How We Ellevest
Be a woman with a plan
Start Investing in 15 Minutes
- Tell us about yourself (including family, if you choose) and your goals in 5 short steps.
- We’ll suggest tailored contributions, timelines, and diversified investment portfolios for each of your goals.
- No funny stuff. We’re a , which means by law we act in our clients’ best interests, always.
Make it Yours
Four Customizable Variables
Change the timeline, recurring contribution, initial deposit & target for each goal until it works for you.
Work Within a Budget
Experiment with ways to allocate money across your goals with our goal planner.
Change it at any time
Life happens — you can update your plan at any time. If you change your goal date, we’ll automatically adjust your portfolio.
Start Funding Your Future
No Minimum Balance
Start as small as you’d like — there’s no minimum deposit.
You can withdraw your money at any time — no strings attached.
Low Fees & Free Emergency Fund
Ellevest charges 0.5% on AUM and 0% on emergency funds.
You’re Beyond Budgeting, We’ll Manage the Rest
A Heads-Up if you fall off track
The markets and your financial situation can change. We let you know if you fall off track and how to get back on course.
SEC Registered & SIPC Insured
Ellevest is SEC registered, and your assets are held by Folio — an SEC registered broker/dealer, custodian and member of the SIPC.
We Take Data Security Seriously
We use strong encryption and store your data in data centers that meet security best practices.