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Automated Investing
Financial Planning
Wealth Management
About Us
Magazine
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our recommendation

Get started with Ellevest Wealth Management.

Make your wealth work smarter by collaborating with a dedicated team of financial experts — led by Ellevest Chief Investment Officer Dr. Sylvia Kwan, PhD, CFA®, CAIA®.

Competitive returns

Through private investments that can be less sensitive to market volatility

Measurable impact

Through impact investments that are aligned with your values

Full control

Meet with your advisor anytime to discuss and customize your portfolio

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$

500k

account minimum
  • Dedicated team of financial advisors, portfolio managers, and client services pros 
  • Bespoke Ellevest Intentional Impact Portfolios 
  • Private, impact-focused alternative investments
  • Tax loss harvesting
  • Holistic financial planning

Tell us about your financial goals

Our team of all-women financial advisors specialize in intentional impact investing and financial planning for high and ultra high net worth individuals, families, and institutions.

We look forward to connecting with you! You can expect to receive an email from our team in 1 – 3 business days.
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