Your financial future starts today

what we offer
Goals-based investing
Retirement planning
Tax-minimizing
Impact investing
Automatic rebalancing
Personalized investing
Diversified portfolios
Financial guidance
Goals-based investing
Retirement planning
Tax-minimizing
Impact investing
Automatic rebalancing
Personalized investing
Diversified portfolios
Financial guidance

Explore our online investing plans:

Monthly plans
$
9
per month
featured

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

$
5
per month

Diversified investment portfolio built for your money goal

Retirement planning

Tax minimization and automatic rebalancing

What to expect from your Ellevest digital portfolio

Each portfolio is professionally managed by a team of experts in women’s wealth who put your best interests first. (Quite literally, because Ellevest is a fiduciary.)

A women-first approach

Investing with women’s needs in mind.

A retirement plan for your goals

Where your automated deposits go to work toward your future.

Expert market insights

Monthly updates from Ellevest Chief Investment Officer Dr. Sylvia Kwan.

Become a client

How online investing works at Ellevest

We get to know you

You’ll answer a few questions about yourself and your financial goals.

A plan for your specific goals

We’ll build you an investment strategy to help you reach your financial goals.

Put your money to work

We invest your money in a diversified, risk-optimized portfolio across 21 asset classes.

Looking for Ellevest Private Wealth?

Learn more about pricing for our wealth management offering featuring personalized financial planning and dedicated investment management.

Connect with an advisor