The only investing platform built for women

We design a plan that works for you, your goals, and your values.

Become a client
what makes us different

A women-first approach to your finances

what makes us different

A women-first approach to your finances

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
Highly personalized

We recommend an investing plan based on your goals and lifestyle — and put your automated deposits to work for you.

Diversified portfolios

Risk-optimized mix of stock, bond, and alternative investment funds designed to help you meet your goals and manage risk.

Financial guidance

We help you track your progress, and let you know which adjustments to make to stay on target for your goals.

what we offer
Goals-based investing
Retirement planning
Tax-minimizing
Impact investing
Automatic rebalancing
Personalized investing
Diversified portfolios
Financial guidance
Goals-based investing
Retirement planning
Tax-minimizing
Impact investing
Automatic rebalancing
Personalized investing
Diversified portfolios
Financial guidance

Invest for retirement

Invest for retirement

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.

Rollover

your 401(k) & 403(b) into a consolidated account

Transfer

your traditional, SEP, or Roth IRA

Open

a traditional, SEP, or Roth IRA

Become a client
CHOOSE YOUR IMPACT

Invest toward your goals with an Ellevest Impact or Core portfolio.

Option 01

Ellevest Impact 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 of your portfolio invested with ESG and gender lenses, in ETFs and mutual funds that help advance women

Option 02

Ellevest Core Portfolio

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

Better financial futures, bigger impact

Everything we do with our money has an impact. Here’s why more than 50% of Ellevest clients invest in Impact portfolios.

What our clients have to say

Big F YEAH to the @Ellevest team! They've managed my money for the last 3+ years. 13/10 would do it all over again!

Ana J. California

“Ellevest has changed how I think about money, and has therefore changed my life and my future.”

rachel b. idaho

“I consistently feel supported and feel very comfortable with where my money is. I also love the option to invest in impact portfolios!

Safiyah N. New york

“I feel confident my money is invested in the right place. I feel more safe being surrounded and coached by a team of women.

sophie, California

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.