Membership pricing

Monthly plans designed to meet you where you are — no minimums, no barriers, no hidden fees.

Choose your plan

Essential
$1/MO
Plus
$5/MO
Executive
$9/MO
Investing

There’s no minimum deposit to start investing.*

We create and manage a personalized investment portfolio for you. You can tweak your plan at any time.

The only investment algorithm that factors in important realities of women’s lives, such as pay gaps, career breaks, and longer lifespans.

Learning

Unlimited access to online workshops, email courses, and video resources from our team of financial planners and career coaches.

On-demand learning to help you with career, money, and investing decisions.

Banking

Round up your extra change into an FDIC-insured Save account.

Unlimited ATM fee reimbursements, and no minimum balance or overdraft fees.

Contactless tap to spend safely and easily with the Ellevest debit card.

Coaching Access

Access to one-on-one sessions with our financial planners and career coaches with your member discount.

Sessions starting at $125

20% discount for Essential members, 30% for Plus members, 50% for Executive members

Retirement

We recommend how much you should save by the time you retire — down to the dollar.

Get a personalized investment plan that reflects all of your retirement accounts, not just the ones with Ellevest. We manage your money for you and make adjustments as you get closer to retirement.

Our Concierge Team is here when questions come up and to help you roll over a 401(k) or 403(b) and transfer or open an Ellevest IRA.

Multi-Goal Investing

Up to six customized investment accounts for each of your money goals.

We show you a forecast amount for each goal, and then allow you to explore how changes to any one goal impact the achievement of all of the goals in your plan.

Research suggests goals-based investing gives you a much higher chance of reaching your goals.

Investing

There’s no minimum deposit to start investing.*

We create and manage a personalized investment portfolio for you. You can tweak your plan at any time.

The only investment algorithm that factors in important realities of women’s lives, such as pay gaps, career breaks, and longer lifespans.

Learning

Unlimited access to workshops, courses, and guides from our team of financial planners and career coaches.

On-demand learning to help you with career, money, and investing decisions.

Banking

Round up your extra change into an FDIC-insured Save account.

Unlimited ATM fee reimbursements, and no minimum balance or overdraft fees.

Contactless tap to spend safely and easily with the Ellevest debit card.

Coaching Access

Access to one-on-one sessions with our financial planners and career coaches with your member discount.

Sessions starting at $125

20% discount for Essential members, 30% for Plus members, 50% for Executive members

Retirement

We recommend how much you should save by the time you retire — down to the dollar.

Get a personalized plan that reflects all of your retirement accounts, not just the ones with Ellevest.

Access to our Concierge Team and retirement specialists. We manage your money for you and make adjustments as you get closer to retirement.

Multi-Goal Investing

Access up to 7 customized investment portfolios for each of your life goals, things like investing for kids, a home, or starting your own business.

We show you a forecast amount for each goal, and then allow you to interactively explore how changes to any one goal impact the achievement of all of the goals in your plan.

Goals-based investing gives you a much higher chance of reaching your goals.

Investing

There’s no minimum deposit to start investing.*

We create and manage a personalized investment portfolio for you. You can tweak your plan at any time.

The only investment algorithm that factors in important realities of women’s lives, such as pay gaps, career breaks, and longer lifespans.

Learning

Unlimited access to workshops, courses, and guides from our team of financial planners and career coaches.

On-demand learning to help you with career, money, and investing decisions.

Banking

Round up your extra change into an FDIC-insured Save account.

Unlimited ATM fee reimbursements, and no minimum balance or overdraft fees.

Contactless tap to spend safely and easily with the Ellevest debit card.

Coaching Access

Access to one-on-one sessions with our financial planners and career coaches with your member discount.

Sessions starting at $125

20% discount for Essential members, 30% for Plus members, 50% for Executive members

Retirement

We recommend how much you should save by the time you retire — down to the dollar.

Get a personalized investment plan that reflects all of your retirement accounts, not just the ones with Ellevest. We manage your money for you and make adjustments as you get closer to retirement.

Our Concierge Team is here when questions come up and to help you roll over a 401(k) or 403(b) and transfer or open an Ellevest IRA.

Multi-Goal Investing

Access up to 7 customized investment portfolios for each of your life goals, things like investing for kids, a home, or starting your own business.

We show you a forecast amount for each goal, and then allow you to interactively explore how changes to any one goal impact the achievement of all of the goals in your plan.

Goals-based investing gives you a much higher chance of reaching your goals.

Investing

There’s no minimum deposit to start investing.*

We create and manage a personalized investment portfolio for you. You can tweak your plan at any time.

The only investment algorithm that factors in important realities of women’s lives, such as pay gaps, career breaks, and longer lifespans.

Learning

Unlimited access to workshops, courses, and guides from our team of financial planners and career coaches.

On-demand learning to help you with career, money, and investing decisions.

Banking

Round up your extra change into an FDIC-insured Save account.

Unlimited ATM fee reimbursements, and no minimum balance or overdraft fees.

Contactless tap to spend safely and easily with the Ellevest debit card.

Coaching Access

Access to one-on-one sessions with our financial planners and career coaches with your member discount.

Sessions starting at $125

20% discount for Essential members, 30% for Plus members, 50% for Executive members

Retirement

We recommend how much you should save by the time you retire — down to the dollar.

Get a personalized investment plan that reflects all of your retirement accounts, not just the ones with Ellevest. We manage your money for you and make adjustments as you get closer to retirement.

Our Concierge Team is here when questions come up and to help you roll over a 401(k) or 403(b) and transfer or open an Ellevest IRA.

Multi-Goal Investing

Up to six customized investment accounts for each of your money goals.

We show you a forecast amount for each goal, and then allow you to explore how changes to any one goal impact the achievement of all of the goals in your plan.

Research suggests goals-based investing gives you a much higher chance of reaching your goals.

BECOME A MEMBER

“Ellevest is on a mission to tackle an industry that has often asked [women] to change their habits, rather than change itself.”

“Ellevest helps women reach their financial goals.”

Private Wealth Management by Women, for Women

We also offer portfolio management for women looking to invest $1M or more.

Where women money.

Questions?

Who can become an Ellevest member?

Ellevest was founded to help close the gender money gaps, but we welcome clients of all gender identities and expressions. Our digital platform uses gender-specific salary curves and longevity data to provide personalized recommendations and forecasts for your goals. Ellevest is only able to serve clients living in the contiguous U.S. as well as in Alaska and Hawaii.

Can I withdraw my money at any time?

Absolutely. You can withdraw part or all of the money from your taxable investment accounts at any time (as long as the money has been in your account for 5 business days).

Does Ellevest charge a percentage fee on my investments?

Nope! We don’t charge a separate advisory fee on your assets in the membership services. Fees for your advisory services, execution, custody and banking services (your Save and Spend accounts) are included in your membership fee.

Are there fees for banking?

There are no overdraft fees, no account fees, and ATM fees are reimbursed when using your card in the US. If you make a purchase with your debit card outside the US, any international transaction fees will be charged to your account. If you use an ATM outside of the US, an International ATM withdrawal fee of $5 will be applied.

How can I access Coaching at Ellevest?

As an Ellevest member, you’ll have access to one-on-one sessions with our financial planners and career coaches with your member-only rate. Depending on your membership plan, you’ll have an exclusive 20%, 30%, or 50% discount on all coaching offerings.

Disclaimer

*Ellevest doesn’t require you to maintain a minimum account balance for Ellevest Membership advisory service. However, there are portfolio-specific minimums (ranging from $1 to approximately $240). You may not receive the entire recommended portfolio until your account balance meets the respective portfolio minimum. Further, Ellevest will not rebalance a portfolio until it meets the respective account balance minimum necessary to generate the required shares. This minimum is a function of portfolio allocation and the share price of individual holdings, which will vary.

Banking products and services are provided by Coastal Community Bank (“Coastal”), Member FDIC. This card is issued by Coastal Community Bank, pursuant to license by Mastercard International. 

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. 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.

If you opt in to the Roundup Program for debit card purchases, each settled (i.e. fully completed) purchase transaction made with your Ellevest Debit Card will be rounded up to the nearest whole U.S. dollar. The Roundup amount will be transferred from your Spend account to your Save account. Foreign purchases are rounded up to the nearest whole dollar after the purchase is converted to U.S. dollars. ATM withdrawals and transactions in whole US dollars, e.g. $20.00 are excluded from the Roundup program. If, at the time of settlement of a purchase, your Ellevest Spend Account has insufficient available funds to cover the full amount of the Roundup transfer, the Roundup Transfer will not be made. If a purchase is canceled or reversed for any reason (including disputes), the corresponding Roundup Transfer will not be reversed.  You can opt out of the Roundup Program at any time.

Domestic ATM Transaction Fees will be reimbursed if a payroll direct deposit has been received within the prior 30 days of the ATM transaction settlement. International ATM withdrawal fee of $5 will apply.