We design a plan that works for you, your goals, and your values.
Become a client
what makes us different
A women-first approach to your finances
what makes us different
A women-first approach to your finances
Our gender-aware investing platform takes into account women’s realities — like the fact that women earn 21% less income over a lifetime than men, even though we live, on average, longer.
Become a client
Highly personalized
We recommend an investing plan based on your goals and lifestyle — and put your automated deposits to work for you.
Diversified portfolios
Risk-optimized mix of stock, bond, and alternative investment funds designed to help you meet your goals and manage risk.
Financial guidance
We help you track your progress, and let you know which adjustments to make to stay on target for your goals.
Become a client
what we offer
Goals-based investing
Retirement planning
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Tax-minimizing
Impact investing
Automatic rebalancing
Personalized investing
Financial guidance
Goals-based investing
Retirement planning
Tax-minimizing
Impact investing
Automatic rebalancing
Personalized investing
Diversified portfolios
Financial guidance
Invest for retirement
Invest for retirement
About 54% of women who prioritize retirement savings don't believe they’ll be able to afford to retire. We’re changing that by making it easier to invest toward retirement, with a client support team to help facilitate at every step.
Rollover
your 401(k) & 403(b) into a consolidated account
Transfer
your traditional, SEP, or Roth IRA
Open
a traditional, SEP, or Roth IRA
Become a client
CHOOSE YOUR IMPACT
Invest toward your goals with an Ellevest Impact or Core portfolio.
Option 01
Ellevest Impact Portfolio
Designed to give you a greater chance at reaching your financial goals while making a positive impact.
Optimized for risk, optimized for women
Tax minimization strategies
Diversified and personalized for you
More than half of your portfolio invested with ESG and gender lenses, in ETFs and mutual funds that help advance women
Option 02
Ellevest Core Portfolio
Designed to give you the best chance at reaching your financial goals.
Optimized for risk, optimized for women
Tax minimization strategies
Diversified and personalized for you
.png "Reach your financial goals while making a positive impact: Invest with Ellevest (38)")
.png "Reach your financial goals while making a positive impact: Invest with Ellevest (39)")
CHOOSE YOUR IMPACT
Invest toward your goals with an Ellevest Impact or Core portfolio.
Ellevest Impact Portfolio
Option 01
Ellevest Impact Portfolio
Designed to give you a greater chance at reaching your financial goals while making a positive impact.
Optimized for risk, optimized for women
Tax minimization strategies
Diversified and personalized for you
More than half of your portfolio invested with ESG and gender lenses, in ETFs and mutual funds that help advance women
Option 02
Ellevest Core Portfolio
Designed to give you the best chance at reaching your financial goals.
Optimized for risk, optimized for women
Tax minimization strategies
Diversified and personalized for you
Better financial futures, bigger impact
How and where we invest our money can make a real, tangible difference. Learn how impact investing works.
What’s ESG Investing, and How Does It Work?
Ask Sallie: Why Would You Want to Invest for Impact?
6 Fun Facts About Impact Investing
What’s ESG Investing, and How Does It Work?
Ask Sallie: Why Would You Want to Invest for Impact?
6 Fun Facts About Impact Investing
What’s ESG Investing, and How Does It Work?
Ask Sallie: Why Would You Want to Invest for Impact?
6 Fun Facts About Impact Investing
What our clients have to say
“Big F YEAH to the @Ellevest team! They've managed my money for the last 3+ years. 13/10 would do it all over again!”
Ana J. California
“Ellevest has changed how I think about money, and has therefore changed my life and my future.”
rachel b. idaho
“I consistently feel supported and feel very comfortable with where my money is. I also love the option to invest in impact portfolios!”
Safiyah N. New york
“I feel confident my money is invested in the right place. I feel more safe being surrounded and coached by a team of women.”
sophie, California
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.
We get these questions a lot
OK, how do I start?
It only takes a couple of minutes to start investing with us. You’ll create an Ellevest account and choose an investing goal, then we’ll recommend an investment portfolio and plan based on the personal details you’ve shared with us. Once you make your first deposit, we’ll start investing your money for you. We suggest you turn on recurring deposits, to put your money goals on autopilot. (If you think your financial goals are better served by Private Wealth Management, we would love to help you connect directly with a financial advisor.)
Do I need to meet an investing minimum to become an Ellevest client?
Nope! You can start investing with whatever you have. Our digital investing platform is made for women across financial situations and life stages. (We also offer Private Wealth Management to high and ultra high net worth individuals and institutions. To see if you qualify, we’d love to connect you with an Ellevest financial advisor.)
What is impact investing?
Impact investing is an increasingly popular investing strategy that allows us to pursue competitive market returns while making positive change in the world — because we don’t believe the two goals are mutually exclusive. We do this by directing investments toward companies that meet a certain standard for social and environmental causes (like gender equality, climate justice, and racial equity). At Ellevest, you can opt into an impact portfolio or stick with our core portfolio.
Can I pick the individual stocks in my Ellevest portfolio?
No, we don’t allow our clients to pick stocks. As a fiduciary, we put your best financial interests first. Buying and selling individual stocks is risky; that’s why your personalized, diversified investment portfolio won’t include them. We only use exchange-traded funds (ETFs) and mutual funds — these are curated selections of individual stocks pooled into one entity. When you invest in ETFs rather than individual stocks, you avoid “putting all your eggs in one basket,” so to speak. ETFs have built-in diversification, which means they’re less risky. That’s why we love ‘em so much.
