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Ellevest

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About Ellevest

Ellevest is a US-based financial services company focused on women’s wealth, offering holistic wealth management and financial planning for women, families, and the next generation. It operates as an SEC-registered investment adviser and emphasizes fiduciary guidance and goal-based investing to close the gender wealth gap. The firm provides both wealth management and standalone financial planning, with a mission to deliver personalized advice that accounts for women's unique financial realities. Based in the United States, Ellevest serves clients through dedicated wealth management teams and advisory services.

Recent News

No recent news for this company.

Recent Deals

No recent deals for this company.

Key Team Members

Sallie Krawcheck

CEO and Co-Founder

Sylvia Kwan, PhD, CFA, CAIA

Chief Investment Officer

Connie Hsiung

Chief Operating Officer & Chief Financial Officer

Donald Hughes

Chief Technology Officer

Stacy Hoover

Chief Product Officer

Key Facts

HQ Location

United States

Founded

2014

Employees

51 - 200

Status

Private

Website

https://ellevest.com