About Ellevest
We founded Ellevest in 2014 as a fee-only Registered Investment Advisor (RIA). By 2023, our assets surpassed $1 billion, making us the 8th fastest-growing fee-only RIA in the US.
We offer wealth management and financial planning services, primarily for women, their families, and the next generation. Our personalized wealth management starts at $500,000 for Personal Wealth Management and $1 million for Private Wealth Management. For those without a managed portfolio, we also offer flat-fee financial planning.
We manage various account types, including taxable brokerage accounts, IRAs, and donor-advised funds. Our investment portfolios include stocks, bonds, mutual funds, exchange-traded funds, and private investments. We focus on risk management through diversification and minimizing costs and taxes, rather than stock picking or market timing. We also offer values-aligned investing, including impact private funds. As a fiduciary, we are legally required to always act in our clients’ best interests.
Please note: As of April 10, 2025, we no longer offer automated investing services. Qualifying accounts have been transferred to Betterment or Goldman Sachs Custody Solutions.
Mission & Values
Our mission is to empower women, their families, and future generations financially through personalized wealth management and financial planning.
We take a ‘women-first’ approach, acknowledging financial realities like the pay gap, longer lifespans, and unique motivators. As a fiduciary, we are committed to making sure all financial plans and investment recommendations prioritize your best interests, goals, and values.
Team & Culture
Our team of 11-50 individuals includes experienced wealth advisors and financial planners. We take a holistic approach to wealth management, helping clients align their finances with their needs, goals, and values.
Our team actively listens, creating a comfortable space for client conversations and providing clarity and confidence in financial decisions. Our leadership includes Sylvia Kwan (CEO, Chief Investment Officer), Emily Green (Head of Wealth Management), and Ankur Patel (VP of Wealth Management).
Frequently Asked Questions
Ellevest offers personalized wealth management and expert-guided financial planning services. These include Personal Wealth Management for accounts starting at $500,000 and Private Wealth Management for accounts starting at $1 million. They also provide flat-fee financial planning, and manage taxable brokerage accounts, individual retirement accounts (IRAs), and donor-advised funds. Their investment approach involves diversification, cost and tax minimization, and values-aligned investing.
Ellevest’s investment philosophy focuses on managing risk through diversification and minimizing costs and taxes where possible, rather than on stock picking or market timing. They aim to build investment plans and strategies based on clients’ specific goals and household situations. They also offer values-aligned investing, including impact private funds.
Ellevest’s mission is to increase the financial wealth of women, their families, and future generations through personalized wealth management and financial planning. The company operates with a ‘women-first’ approach, acknowledging and addressing gender inequalities in earnings, lifespans, and financial motivators. It is also a fiduciary, legally bound to act in its clients’ best interests.
Ellevest emphasizes a holistic approach to wealth management, aiming to help clients align their finances with their needs, goals, and values. The team of financial advisors is described as actively listening, creating space for conversations, and understanding client goals. They focus on providing clarity and confidence, saving clients time, and ensuring clients feel seen and heard.
Ellevest was founded in 2014.
Ellevest is active in the Personal Finance, Investment Advice, Software, and Portfolio Management markets.
Ellevest has 11-50 employees.
Ellevest hires globally with a remote-first approach, allowing employees to work from anywhere.
Ellevest is not actively hiring at the moment. Check back later for new opportunities.
Yes, Ellevest is a remote-first company.
Ellevest's website is www.ellevest.com .
You can find Ellevest on LinkedIn .
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