Congratulations on your IPO, Affirm!

All that hard work, and it’s finally happening. Ellevest is here to help you make smart, level-headed decisions with a completely personalized financial plan.

CONNECT WITH US

Our mission is to get more money in the hands of women — starting with you.

PRIVATE WEALTH

Looking to invest more than $1 million? Navigate concentrated stock positions and invest intentionally with a dedicated team by your side.

1:1 COACHING

You’re looking for personalized advice with a certified financial planner. Start with a money checkup and create a plan that can help set you up for success.

MEMBERSHIP PLANS

Are you new to investing? We make it easy to start with a goals-based investment strategy and plan for retirement.

How we’ll work with you

Managing your concentrated stock position

You likely have a combination of stock and options. You don't have to figure it out all on your own. We'll work with you to design a diversification plan and investment strategy that's in your best interest.

Personalized financial planning

You have a number of goals you’re trying to achieve (and yes, building wealth is also a goal). We’re here for every step of this process to help you create a long-term financial plan.

Navigating the tax landscape

Everybody’s situation during an IPO is different. We’ll partner directly with you or your accountant to put together a customized plan to help minimize your taxes. This can vary based on your vesting schedule, the types of stock you were granted, and your income.

Let’s connect

Feel good about what’s next with a dedicated team in your corner. We’re here to help answer any questions you have.

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Disclaimer

Investing entails risk, including the possible loss of principal, and there is no assurance that the investment will provide positive performance over any period of time.

Funds held in your Ellevest investment accounts are not FDIC insured, not guaranteed by Coastal, and may lose value. Ellevest does not guarantee investment performance.

Ellevest Membership fees are as follows: Ellevest Essential is $1 per month, Ellevest Plus is $5 per month, and Ellevest Executive is $9. Other fees as described in Ellevest’s Wrap Fee Program Brochure and the Ellevest Membership Terms and Conditions Agreement will continue to apply.