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Financial advice that puts you first

Your financial needs and goals deserve a team that actively listens and comes to you with ideas that work for your life.

CONNECT WITH US

At Ellevest, we believe you can invest to achieve both financial and social returns with globally diversified, cost-aware strategies.

How we can work together

Personalized Planning

It’s more than just money, it’s personal. We’re here through every step of this process to translate and help you make a custom financial plan based on your specific goals.

Designed for
Individuals and families looking to invest $1 million or more
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Investment Management

Life is busy, and we’re here to monitor your investments for you — adjusting as your life, your financial goals, and the markets change.

Designed for
Making an impact, concentrated stock positions, and generational wealth
Navigating Change

Everyone has a different money situation. That’s why you deserve realistic and personalized financial guidance to support all of your meaningful decisions.

Designed for
Building your legacy, charitable giving, and going through your first IPO
‍
A Dedicated Team

We’ll coordinate directly with your accountant, and your trust and estate attorneys to ensure all parts of your financial life are working together to achieve your goals.

Designed for
A wide lens on your financial picture led by a team who puts your best interests first
‍
Impact Investing

We dive deeper to help you know the impact you’re making — and how you can redirect your money away from companies with harmful products, policies, and practices.

Designed for
Invest for gender equality, racial justice, and climate change
Personalized Planning

It’s more than just money, it’s personal. We’re here through every step of this process to translate and help you make a custom financial plan based on your specific goals.

Designed for
High and ultra-high net worth individuals, families, and institutions
Investment Management

Life is busy, and we’re here to monitor your investments for you — adjusting as your life, your financial goals, and the markets change.

Designed for
Making an impact, concentrated stock positions, and generational wealth
Navigating Change

Everyone has a different money situation. That’s why you deserve realistic and personalized financial guidance to support all of your meaningful decisions.

Designed for
Building your legacy, charitable giving, and going through your first IPO
‍
A Dedicated Team

We’ll coordinate directly with your accountant, and your trust and estate attorneys to ensure all parts of your financial life are working together to achieve your goals.

Designed for
A wide lens on your financial picture led by a team who puts your best interests first
Impact Investing

Track your impact; redirect your money away from companies with harmful products, policies, and practices; and make your voice heard easily with all-in-one proxy voting.

Designed for
Investing for gender equality, racial justice, and climate change
Connect with us

What you can expect

Step 1

Getting started

First, we’ll spend time learning all about you and your financial situation to get a clear understanding of your needs and goals. We’ll then put together an investment proposal for how we can work together to help achieve your personal goals. 
Step 2

Building a plan

Our service team removes the heavy lifting from the process to help you open accounts and transition assets. We’ll also review your current portfolio and work to align it to your goals, taking into account taxes and fees. Your dedicated Ellevest team includes your advisor, client services team, investments team, and financial planner.
Step 3

Working as a team

We not only monitor your accounts and make changes as markets change; we also proactively seek out ways to add value. We’ll also set up regular check-ins to review your investments based on your financial goals. 
‍
You’ll have access to an online portal where you can view your investments, review performance, and share documents with us. And as a client, you can also expect access to Ellevest’s dedicated events, executive coaches, financial planning, and more.
Step 1

Getting started

First, we’ll spend time learning all about you and your financial situation to get a clear understanding of your needs and goals. We’ll then put together an investment proposal for how we can work together to help achieve your personal goals.
Step 2

Building a plan

Our service team removes the heavy lifting from the process to help you open accounts and transition assets. We’ll also review your current portfolio and work to align it to your goals, taking into account taxes and fees. Your dedicated Ellevest team includes your advisor, client services team, investments team, and financial planner.
Step 3

Working as a team

We not only monitor your accounts and make changes as markets change; we also proactively seek out ways to add value. We’ll also set up regular check-ins to review your investments based on your financial goals. 
‍
You’ll have access to an online portal where you can view your investments, review performance, and share documents with us. And as a client, you can also expect access to Ellevest’s dedicated events, executive coaches, financial planning, and more.
your-team.png

Your team makes all the difference

Led by CEO Sallie Krawcheck, the Ellevest team actively listens and creates space for real conversations to understand your financial needs and goals.
Meet the team

Tell us about your financial goals 

Our team of all-women financial advisors specialize in intentional impact investing and financial planning for high and ultra high net worth individuals, families, and institutions.

We look forward to connecting with you! You can expect to receive an email from our team in 1 – 3 business days.
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Invest in the future you want.

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Questions?

Does Ellevest manage my money?

Yes. We take discretion on the accounts we manage and implement your investments as per the plan we put in place together. We monitor and make changes as needed.

Does Ellevest tax loss harvest? 

Yes, we do! We don’t do automatic tax loss harvesting, but instead monitor your accounts and tax loss harvest when needed.

What are Ellevest’s fees?

Our fees are based off of the average daily balance of your assets each quarter and charged quarterly. Included in our fees is our investment advice, implementation, financial planning, and client service.

Does Ellevest help with proxy voting?

Yes, rather than having you receive dozens of emails from separate companies requiring your proxy vote, clients who choose an Ellevest Intentional Impact portfolio have the option to have our sub-advisor, Ethic, vote on their behalf.
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Proxy voting is a direct, on-the-record way you can tell companies that impact issues matter. And it really makes a difference — in 2020, we saw shareholders push for material change around the issues at the top of everyone’s mind: racial justice, climate change, and employee health and safety.

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