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.

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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

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
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

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
Investing for gender equality, racial justice, and climate change
Executive Coaching

You are your most important resource. Our executive coaching is designed to help you reinvent your career, create balance at work, and find clarity in next steps.

Designed for
Entrepreneurs, business owners, and corporate executives

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 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.

Let’s connect

Looking to invest $1 million or more? Ellevest’s Private Wealth Management team is here to help you reach your financial goals. Have questions about Ellevest’s membership? Reach us at support@ellevest.com.

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Invest in the future you want.

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, client service, and executive coaching.