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Money tips, career advice, and fact-based opinions — in your inbox.
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Money is women’s #1 source of stress, yet the financial industry wasn’t built for women. Ellevest is tackling this head-on.
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Start your money journey today
A personalized investing experience that works for you, your goals, and your values.
Our gender-aware investing platform takes into account women’s realities — like the fact that women earn 21% less income over a lifetime than men, even though we live, on average, longer.
Become a client
We recommend an investing plan based on your goals and lifestyle — and put your automated deposits to work for you.
Risk-optimized mix of stock, bond, and alternative investment funds designed to help you meet your goals and manage risk.
We help you track your progress, and let you know which adjustments to make to stay on target for your goals.
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About 54% of women who prioritize retirement savings don't believe they’ll be able to afford to retire. We’re changing that by making it easier to invest toward retirement, with a client support team to help facilitate at every step.
your 401(k) & 403(b) into a consolidated account
your traditional, SEP, or Roth IRA
a traditional, SEP, or Roth IRA
Invest toward your goals with an Ellevest Impact or Core portfolio.
Designed to give you a greater chance at reaching your financial goals while making a positive impact.
Optimized for risk, optimized for women
Tax minimization strategies
Diversified and personalized for you
More than half invested with ESG and gender lenses, in ETFs and mutual funds that help advance women
Designed to give you the best chance at reaching your financial goals.
Optimized for risk, optimized for women
Tax minimization strategies
Diversified and personalized for you
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Everything we do with our money has an impact. Here’s why more than 50% of Ellevest clients invest in Impact portfolios.
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.
Reach your financial goals while having a positive impact.
Access Ellevest’s carefully curated offering of customizable investments, managed by an all-women team and Chief Investment Officer Dr. Sylvia Kwan.
Ellevest’s differentiated alternative platform is designed to earn competitive returns by offering private investments that are less sensitive to market volatility.
We invest your money through underrepresented asset managers — nearly 80% of our investment managers have a woman and/or person of color on their senior investing team (versus 2% for the broader industry).
We believe investing in issues that disproportionately affect women can drive higher returns and impact.
Discover how you can invest in a gender-lens healthtech fund with Cross-Border Impact Ventures.
Small cap stocks. Global stocks. Municipal bonds. Real estate. Venture-stage companies. Renewable energy. At Ellevest, we take our diversification seriously.
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. (In the words of CEO Sallie Krawcheck, “Nothing bad happens when women have more money.”)
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.
Read more from our team of industry leaders, including Ellevest CEO Sallie Krawcheck and CIO Dr. Sylvia Kwan.
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.
The only investing platform built with women’s needs in mind that works for your goals and your values.
Investment opportunities to help you reach your financial goals while also having a positive impact.
Ellevest is the only financial company founded by, funded by, built by, built for, investing in women.
Our investment portfolios are built to help you achieve your goals despite market volatility.
Make a direct and meaningful impact by investing in women and issues that disproportionately affect women.
We work to understand your goals, needs, and personal circumstances with the bespoke approaches, investing strategies, and tools you need to tap into the power of compounding and create the life you want.
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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.
Up to five goal-specific accounts and portfolios built to your money goals
Retirement planning
Tax minimization and automatic rebalancing
Personalized financial guidance
Up to five goal-specific accounts and portfolios built to your money goals
Retirement planning
Tax minimization and automatic rebalancing
Personalized financial guidance
Each portfolio is professionally managed by a team of experts in women’s wealth who put your best interests first. (Quite literally, because Ellevest is a fiduciary.)
Investing with women’s needs in mind.
Where your automated deposits go to work toward your future.
Monthly updates from Ellevest Chief Investment Officer Dr. Sylvia Kwan.
You’ll answer a few questions about yourself and your financial goals.
We’ll build you an investment strategy to help you reach your financial goals.
We invest your money in a diversified, risk-optimized portfolio across 21 asset classes.
Learn more about pricing for our wealth management offering featuring personalized financial planning and dedicated investment management.
Connect with an advisor
