Where your wealth works smarter

Expert Personal Wealth Management and Private Wealth services to help you grow and align your money with your values.

A dedicated team for your portfolio

Customizable investments managed by our expert team of financial advisors and Dr. Sylvia Kwan, Ellevest CEO and Chief Investment Officer.

Invest intentionally for the world you want

Here’s the truth: All investments have an impact. And when you don’t keep tabs on what assets you own, you risk using your financial power to support causes that conflict with your own values.

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Our diversified investment portfolios are personalized to you with the potential to deliver competitive returns while making the world better.

DIVERSIFICATION

Small cap stocks. Global stocks. Municipal bonds. Real estate. Venture-stage companies. At Ellevest, we take our diversification seriously.

BUILT FOR IMPACT

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.

BUILT FOR WOMEN

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.

Get the latest market insights and advice

Read more from our industry leaders, including Ellevest CEO and Chief Investment Officer Dr. Sylvia Kwan.

2026 Market Outlook: The Year of Wealthcare

Dr. Sylvia Kwan

The Benefits of Charitable Giving

Ashley Bleckner

What Does It Mean to Flip the Script on Legacy Planning?

Emily Green

CLIENT REVIEWS

“Ellevest is giving me such peace of mind just knowing that they are in my corner.”

ADINA H.**

**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. No compensation was provided for these testimonials.
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**Endorsements were given by non-clients of Ellevest, Inc. Endorsements are representative of the non-clients 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 of a similar experience or services. No compensation was provided for these endorsements.

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Depending on your needs, we can support you with holistic wealth management or standalone financial planning.

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