Make an impactful connection

If you know someone who wants to align their investments with their values, the Ellevest Private Wealth team is here to help.

Who Private Wealth at Ellevest is built for

Individuals and families

Aligning your investments to achieve your goals


Connecting money to a bigger mission

Family offices

Legacy building and value-based investing

How you can rewrite women’s financial futures with us

Ellevest Private Wealth Management clients have so many options for investing with their values across asset classes, from our impact portfolios to private alternatives and fixed-income options. Here’s how you can help spread the word:

Share what makes Ellevest different

Highlights about our investment philosophy and our dedicated team changing the financial industry.


Introduce someone to a health check

Our complimentary portfolio health check is a key component of the Ellevest experience. Read more about it here.


© 2022 Ellevest, Inc. All Rights Reserved.

The information provided are current as of the date of this writing, for informational purposes only, and should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice. Investing entails risk, including the possible loss of principal, and past performance is not predictive of future results.

Ellevest, Inc. is a SEC registered investment advisor. Membership fees and additional information can be found at