Builds investment portfolios and investment plans through a framework focused on minimizing the risk of you not reaching your goals.
Uses a combination of your gender, salary, education level, goal priority & timeline to recommend investment portfolios, goal targets & contributions for all of your accounts.
Provides an adjustable tool that shows the combined impact of different one-time deposits and/or monthly savings amounts across all of your goals.
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.
Offers tools for ranking goals according to priority and creates investment plans tailored to your most important ones.
Disclosures: Information was compiled as of September 1, 2017 using publicly available sources describing the services of Ellevest, Betterment and Wealthfront; Traditional, full-service firms include: Merrill Lynch Wealth Management, Morgan Stanley, UBS and Wells Fargo. Ellevest is not affiliated with any of the firms listed.