Ellevest
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Product Value

Goal-Based Investing

Builds investment portfolios and investment plans through a framework focused on minimizing the risk of you not reaching your goals.

  • Ellevest
  • Traditional Firms
  • Betterment
  • Wealthfront

Personalized Recommendations

Uses a combination of your gender, salary, education level, goal priority & timeline to recommend investment portfolios, goal targets & contributions for all of your accounts.

  • Ellevest
  • Traditional Firms
  • Betterment
  • Wealthfront

Trade-Off Capability

Provides an adjustable tool that shows the combined impact of different one-time deposits and/or monthly savings amounts across all of your goals.

  • Ellevest
  • Traditional Firms
  • Betterment
  • Wealthfront

Goal Targets

Calculates estimates for how much money you’ll want for your retirement and non-retirement goals based on factors such as your salary, assets & timeline.

  • Ellevest
  • Traditional Firms
  • Betterment
  • Wealthfront

Goal Prioritization

Offers tools for ranking goals according to priority and creates investment plans tailored to your most important ones.

  • Ellevest
  • Traditional Firms
  • Betterment
  • Wealthfront
Included — Service is offered by the firm

Somewhat Included — the firm may offer the service; however, whether it is consistently offered depends upon the practices of the firm and/or individual financial advisor at that firm.

Not Included — service is not offered by the firm.