Build and grow your wealth intentionally
Ellevest Wealth Management helps you grow and align your money with your values.
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Trusted advisors in your wealth’s care
You deserve a team who approaches your wealth management and financial planning holistically. That's exactly what Ellevest’s dedicated team of financial advisors, investment managers, and client service managers are here for.
HOW WE’RE HERE TO SUPPORT YOU
Comprehensive planning
Equity compensation
Tax-loss harvesting
Legacy planning
Philanthropic solutions
Private alternatives
The wealthcare approach
Wealth management has long focused on growing your money, but rarely on what that money is for. Discover how Ellevest’s wealthcare approach helps you make intentional trade-offs at the intersection of money and real life.
Read moreOur diversified investment portfolios are personalized to you with the potential to deliver competitive returns while making the world better.
Methodology
Ellevest’s practice was founded on the belief that clients can achieve both financial and social returns.
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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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Insights and advice to help you manage your wealth
Featured perspectives from the Ellevest team, backed by decades of expertise guiding the future of women’s wealth.
Meet with an Ellevest Wealth Advisor
Ellevest is a financial services firm dedicated to helping women and families build wealth with intention — 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.