An intentional, transparent approach to wealth management for high and ultra high net worth individuals, families, and institutions.
Intentionally invest for impact across your portfolio to pursue both financial and social returns.
Make your money work harder for you with the investing platform that helps women build wealth, plan for retirement, and succeed at work.
Personalized portfolios, free workshops, coaching discounts, and impact investing.
Accessible financial planning, educational resources, and certified career coaches who are committed to helping you succeed in the workplace.
1:1 coaching, small-group sessions, and live workshops that meet women's needs.
The Ellevest community is taking charge of their financial futures. You heard it here first.
I love how straightforward Ellevest makes financial goal planning.
Big F YEAH to the @Ellevest team! They've managed my $ for the last 3+ years. 13/10 would do it all over again!
Ellevest has changed how I think about money, and has therefore changed my life and my future.
No fuss investing. I'm LOVING the educational classes and resources.
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.
The “THEDRIFT” Promotional offer is for those who sign up for an Ellevest Executive membership service on or before 11:59 PM EST on 12/31/2022 (the “Promotional Period). Membership clients who enroll with promo code “THEDRIFT” before the end of the Promotional Period will pay no Ellevest Membership fee for the first month of their membership period, starting on the date the membership agreement is acknowledged (the “Effective Date”). After 1 month from the Effective Date, the applicable fees for the Membership service selected will be reinstated and other fees as described in Ellevest’s Wrap Fee Program Brochure and the Ellevest Membership Terms and Conditions Agreement will continue to apply.
Ellevest reserves the right to refuse to award you the Promotional offer if it determines, in its sole discretion, that the promotion was claimed under wrongful or fraudulent circumstances, that your participation is against the spirit of the program, that making payment would constitute a violation of your Ellevest Membership Terms and Conditions Agreement or applicable federal or state law, or that incomplete or inaccurate information was provided. Ellevest reserves the right to end or modify any promotion at any time.
Ellevest Membership fees are as follows: Ellevest Essential is $1 per month, Ellevest Plus is $5 per month, and Ellevest Executive is $9 per month. Other fees as described in Ellevest’s Wrap Fee Program Brochure and the Ellevest Membership Terms and Conditions Agreement will continue to apply.
Looking to invest more than $1 million? Navigate concentrated stock positions and invest intentionally with a dedicated team by your side.
You’re looking for personalized advice with a certified financial planner. Start with a money checkup and create a plan that can help set you up for success.
Are you new to investing? We make it easy to start with a goals-based investment strategy and plan for retirement.
Tell us about yourself, and we’ll factor in women’s pay gaps, career breaks, and longer lifespans to help you build the right plan for your life that evolves with you as you grow.
We make it easy, whether you’re new to this, planning for retirement, or have other big dreams. Start with what you’ve already got, make a deposit, and we’ll take it from there. No minimum, no picking stocks, no jumping through hoops.
You have a number of goals you’re trying to achieve (and yes, building wealth is also a goal). We’re here for every step of this process to help you create a long-term financial plan.
You likely have a combination of stock and options. You don't have to figure it out all on your own. We'll work with you to design a diversification plan and investment strategy that's in your best interest.
We’ll partner directly with you or your accountant to put together a customized plan to help minimize your taxes. This can vary based on your vesting schedule, the types of stock you were granted, and your income.