Build and grow your wealth intentionally

Ellevest Wealth Management helps you grow and align your money with your values.

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.

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.

Our diversified investment portfolios are personalized to you with the potential to deliver competitive returns while making the world better.

DIVERSIFICATION

Small cap stocks. Global stocks. Municipal bonds. Real estate. Venture-stage companies. At Ellevest, we take our diversification seriously.

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.

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.

Get the latest market insights and advice

Featured perspectives from Ellevest, a team with decades of expertise guiding the future of women's wealth.

Market Insights: A Tale of Two Economies

Kristen Goodman, CFA®

The Financial Cost of Caregiving

Samantha Vient, CFP®

15 Questions to Ask Your Financial Team Every Year

Sara Faurer

CLIENT REVIEWS

“Ellevest has been so critically helpful. I feel more in control of my finances than ever before, and with that comes a sense of personal independence and freedom that I don’t take for granted.”

KatIE C.**

**Testimonials were given by clients of Ellevest, Inc. Testimonials are representative of the client's views at the time collected, may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or a similar experience or services. No compensation was provided for these testimonials.
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**Endorsements were given by non-clients of Ellevest, Inc. Endorsements are representative of the non-clients views at the time collected, may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or of a similar experience or services. No compensation was provided for these endorsements.

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.

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