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Invest in a better world for all women

Private wealth management for high and ultra high net worth individuals, families, and institutions.

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What does it mean to be financially well?

Know what you have, know where your money is going, and feel good about it with private wealth management for individuals, families, and institutions.

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Where you put your money matters.
What will you do with yours?

What you can expect

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It's personal

We actively listen and work with you to understand your financial goals and align your values with your money.

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A higher standard

As a fiduciary, we put your best interests before our own. We’re straightforward about what we do for you and what it costs.

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A DEDICATED TEAM

From building a strategy together to helping you move your money to ongoing check-ins and guidance — we’re here for you.

How we’re redefining private wealth management

The Ellevest approach

After taking the time to understand your financial goals and the impact you want your money to make, as suitable, we then invest your assets using globally diversified, cost-aware strategies designed to get you there.

Invest in your values

Every dollar you invest has an impact. We can help you be intentional and still have the opportunity to earn competitive market returns.

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Your team makes all the difference

Led by CEO Sallie Krawcheck, the Ellevest team actively listens and creates space for real conversations to understand your financial needs and goals.

How we can work together

Your financial situation is unique. That’s why our team meets you where you are with a personalized financial strategy.

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Individuals and families

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Entrepreneurs, business owners, and corporate executives

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Endowments, foundations, and family offices

Let’s connect

Looking to invest $1 million or more? Ellevest’s Private Wealth Management team is here to help you reach your financial goals.

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