ellevest

Tagline Brand's website · 2026-10-04

A women-first financial services firm that operates as a fiduciary, offering holistic wealth management and financial planning tailored to account for gender inequalities (like the pay gap and longer lifespans). Their approach emphasizes personalized plans, values-aligned investing, and tax optimization to achieve specific client goals.

Description Brand's website · 2026-10-04

Ellevest is a financial services firm founded in 2014, dedicated to helping women and families build wealth with intention. It provides personalized wealth management and financial planning services, specifically designed to address financial inequalities faced by women, such as the pay gap and longer lifespans. Operating as a fiduciary, Ellevest offers strategic portfolio management, values-aligned investing, and tax-optimized solutions for clients with significant assets.

Core capabilities Brand's website · 2026-10-04

• Personal Wealth Management (for accounts $500k+)
• Private Wealth Management (for accounts $1M+)
• and standalone financial planning. Services include strategic portfolio management
• values-aligned investing
• tax optimization
• and donor-advised funds.

Pricing Brand's website · 2026-10-04

Assets Under Management (AUM) fee ranging from 0.35% to 1.25% depending on account balance; flat fee of $4,800 per year for financial planning only.

Target industry Brand's website · 2026-10-04

Women and families with at least $500,000 to invest who seek personalized financial planning and wealth management that accounts for gender-specific financial challenges and goals.