Up to five goal-specific accounts and portfolios built to your money goals
Retirement planning
Tax minimization and automatic rebalancing
Exclusive discount on 1:1 financial guidance
Up to five goal-specific accounts and portfolios built to your money goals
Retirement planning
Tax minimization and automatic rebalancing
Exclusive discount on 1:1 financial guidance
Diversified investment portfolio built for your money goal
Retirement planning
Tax minimization and automatic rebalancing
Each portfolio is built by a team of experts in women’s wealth who put your best interests first. (Quite literally, because Ellevest is a fiduciary.)
Investing with women’s needs in mind.
Where your automated deposits go to work toward your future.
Monthly updates from Ellevest Chief Investment Officer Dr. Sylvia Kwan.
You’ll answer a few questions about yourself and your financial goals.
We’ll build you an investment strategy to help you reach your financial goals.
We invest your money in a diversified, risk-optimized portfolio across 21 asset classes.
Learn more about pricing for our wealth management offering featuring personalized financial planning and dedicated investment management.
Connect with an advisor