Build and grow wealth with a financial company built by women, for women.
There’s no minimum deposit to start investing.*
We create and manage a personalized investment portfolio for you. You can tweak your plan at any time.
The only investment algorithm that factors in important realities of women’s lives, such as pay gaps, career breaks, and longer lifespans.
.svg)
Access to online workshops, email courses, and video resources from our team of financial planners.
On-demand learning to help you with money and investing decisions.
Access specialty workshops with our financial planners and money coaches for as low as $6 with your member discount.
One-on-one personalized guidance from a certified financial planner starting at $115
20% discount for Essential members, 30% for Plus members, 50% for Executive members
We recommend how much you should save by the time you retire — down to the dollar.
Get a personalized investment plan that reflects all of your retirement accounts, not just the ones with Ellevest. We manage your money for you and make adjustments as you get closer to retirement.
Our Concierge Team is here when questions come up and to help you roll over a 401(k) or 403(b) and transfer or open an Ellevest IRA.
Open up to five customized investment accounts for each of your money goals — like a down payment, kids and more.
We show you a forecast amount for each goal, and then allow you to explore how changes to any one goal impact the achievement of all of the goals in your plan.
Research suggests goals-based investing gives you a much higher chance of reaching your goals.
There’s no minimum deposit to start investing.*
We create and manage a personalized investment portfolio for you. You can tweak your plan at any time.
The only investment algorithm that factors in important realities of women’s lives, such as pay gaps, career breaks, and longer lifespans.
Unlimited access to workshops, courses, and guides from our team of financial planners and career coaches.
On-demand learning to help you with career, money, and investing decisions.
Access to one-on-one sessions with our financial planners and career coaches with your member discount.
One-on-one personalized guidance from a certified financial planner starting at $115
20% discount for Essential members, 30% for Plus members, 50% for Executive members
We recommend how much you should save by the time you retire — down to the dollar.
Get a personalized investment plan that reflects all of your retirement accounts, not just the ones with Ellevest. We manage your money for you and make adjustments as you get closer to retirement.
Our Concierge Team is here when questions come up and to help you roll over a 401(k) or 403(b) and transfer or open an Ellevest IRA.
Open up to five customized investment accounts for each of your money goals — like a down payment, kids and more.
We show you a forecast amount for each goal, and then allow you to explore how changes to any one goal impact the achievement of all of the goals in your plan.
Research suggests goals-based investing gives you a much higher chance of reaching your goals.
There’s no minimum deposit to start investing.*
We create and manage a personalized investment portfolio for you. You can tweak your plan at any time.
The only investment algorithm that factors in important realities of women’s lives, such as pay gaps, career breaks, and longer lifespans.
Access to online workshops, email courses, and video resources from our team of financial planners.
On-demand learning to help you with money and investing decisions.
Access to one-on-one sessions with our financial planners and career coaches with your member discount.
One-on-one personalized guidance from a certified financial planner starting at $115
20% discount for Essential members, 30% for Plus members, 50% for Executive members
We recommend how much you should save by the time you retire — down to the dollar.
Get a personalized investment plan that reflects all of your retirement accounts, not just the ones with Ellevest. We manage your money for you and make adjustments as you get closer to retirement.
Our Concierge Team is here when questions come up and to help you roll over a 401(k) or 403(b) and transfer or open an Ellevest IRA.
There’s no minimum deposit to start investing.*
We create and manage a personalized investment portfolio for you. You can tweak your plan at any time.
The only investment algorithm that factors in important realities of women’s lives, such as pay gaps, career breaks, and longer lifespans.
Access to online workshops, email courses, and video resources from our team of financial planners.
On-demand learning to help you with money and investing decisions.
Access specialty workshops with our financial planners and money coaches for as low as $6 with your member discount.
One-on-one personalized guidance from a certified financial planner starting at $115
20% discount for Essential members, 30% for Plus members, 50% for Executive members
Start investing for future goals, save for the short term, and navigate your career — all in one place. Plans start at just $1.
A no-minimum investing account to get started
20% discount on 1:1 coaching
Free group workshops on budgeting, investing, and more
FDIC-insured emergency fund
Cash back rewards with the Ellevest debit card
An Ellevest IRA and help planning for retirement
A no-minimum investing account to get started
30% discount on 1:1 coaching
Free group workshops on budgeting, investing, and more
FDIC-insured emergency fund
Cash back rewards with the Ellevest debit card
5 accounts to invest toward a down payment, kids, and more
An Ellevest IRA and help planning for retirement
50% discount on 1:1 coaching, with sessions starting at $125
Free group workshops on budgeting, investing, and more
FDIC-insured emergency fund
Cash back rewards with the Ellevest debit card
A new approach to private wealth — for high and ultra high net worth individuals, families, and institutions — to help you build a better world for women with a custom investment and financial plan.
*Ellevest doesn’t require you to maintain a minimum account balance for Ellevest Membership advisory service. However, there are portfolio-specific minimums (ranging from $1 to approximately $240). You may not receive the entire recommended portfolio until your account balance meets the respective portfolio minimum. Further, Ellevest will not rebalance a portfolio until it meets the respective account balance minimum necessary to generate the required shares. This minimum is a function of portfolio allocation and the share price of individual holdings, which will vary.
†Banking products and services are provided by Coastal Community Bank (“Coastal”), Member FDIC. This card is issued by Coastal Community Bank, pursuant to license by Mastercard International.
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. 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.
If you opt in to the Roundup Program for debit card purchases, each settled (i.e. fully completed) purchase transaction made with your Ellevest Debit Card will be rounded up to the nearest whole U.S. dollar. The Roundup amount will be transferred from your Spend account to your Save account. Foreign purchases are rounded up to the nearest whole dollar after the purchase is converted to U.S. dollars. ATM withdrawals and transactions in whole US dollars, e.g. $20.00 are excluded from the Roundup program. If, at the time of settlement of a purchase, your Ellevest Spend Account has insufficient available funds to cover the full amount of the Roundup transfer, the Roundup Transfer will not be made. If a purchase is canceled or reversed for any reason (including disputes), the corresponding Roundup Transfer will not be reversed. You can opt out of the Roundup Program at any time.
‡Domestic ATM Transaction Fees will be reimbursed if a payroll direct deposit has been received within the prior 30 days of the ATM transaction settlement. International ATM withdrawal fee of $5 will apply.
Ellevest was founded to help close the gender money gaps, but we welcome clients of all gender identities and expressions. Our digital platform uses gender-specific salary curves and longevity data to provide personalized recommendations and forecasts for your goals. Ellevest is only able to serve clients living in the contiguous U.S. as well as in Alaska and Hawaii.
Absolutely. You can withdraw part or all of the money from your taxable investment accounts at any time (as long as the money has been in your account for 5 business days).
Nope! We don’t charge a separate advisory fee on your assets in the membership services. Fees for your advisory services, execution, custody and banking services (your Save and Spend accounts) are included in your membership fee.
There are no overdraft fees, no account fees, and ATM fees are reimbursed‡ when using your card in the US. If you make a purchase with your debit card outside the US, any international transaction fees will be charged to your account. If you use an ATM outside of the US, an International ATM withdrawal fee of $5 will be applied.
As an Ellevest member, you’ll have access to one-on-one sessions with our financial planners and career coaches with your member-only rate. Depending on your membership plan, you’ll have an exclusive 20%, 30%, or 50% discount on all coaching offerings.
