Ellevest: Gender-Smart Investing and Financial Planning for Women
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Ellevest: Gender-Smart Investing and Financial Planning for Women
Ellevest is a financial platform designed by and for women, offering investment portfolios, financial planning, and banking tools tailored to the unique realities women face—like pay gaps, career breaks, and longer lifespans.
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Ellevest: Gender-Smart Investi...
What Is Ellevest?
Ellevest is a digital investment and financial planning platform that provides personalized portfolios and coaching services to help women reach their long-term financial goals.
Co-founded by former Wall Street executive Sallie Krawcheck, Ellevest takes a gender-aware approach to investing and financial wellness.
Ellevest Overview
| Offers | Best For | Fees | Get Started |
|---|---|---|---|
| Financial Planning | Personalized investment strategies tailored for women | Varies | Learn more |
How Ellevest Works
With no minimums and a supportive membership model, Ellevest empowers women to build wealth with confidence.
- Create your account and answer questions about your income, career, life goals, and risk preferences.
- Ellevest builds a diversified portfolio using ETFs based on your unique timeline and needs.
- Access financial planning, banking tools, and career coaching through a simple membership model.
Key Features & Benefits
| Feature | Benefit |
|---|---|
| Gender-Smart Investing | Portfolios consider factors like income gaps, career breaks, and longer lifespans. |
| No Account Minimums | Start investing with any amount—no minimum balance required. |
| Financial Planning & Coaching | Discounted access to expert CFPs, workshops, and educational tools. |
| Membership-Based Access | All services are bundled into a simple monthly fee with tiered benefits. |
| Comprehensive Tools | Investing, banking, retirement planning, and career coaching in one place. |
Who Is It For?
- Women looking for investing tools that reflect their financial lives and goals
- Anyone new to investing who prefers guidance and simplicity
- Individuals interested in combining financial planning with investing
Pricing & Fees
- Membership Fee: $12/month (includes investing tools, banking, and educational resources)
- Financial Planning Sessions: Starting at $250 per session or $1,500 per package for members
- Wealth Management Services: Available for clients with $500,000+ invested (custom fees apply)
Trust & Security
- Founded by Sallie Krawcheck, former CEO of Merrill Lynch Wealth Management
- Registered with the SEC as an investment advisor
- Accounts held with custodians and protected by SIPC (up to $500,000)
FAQs about Ellevest
Is Ellevest only for women?
No. While Ellevest is designed for women, anyone can sign up and benefit from its personalized tools.
Does Ellevest offer retirement accounts?
Yes, Ellevest supports IRAs, Roth IRAs, and 401(k) rollovers.
Can I invest in individual stocks or crypto with Ellevest?
No. Ellevest focuses on ETF-based portfolios and does not offer stock or crypto trading.
| Account Types | Individual |
|---|---|
| Advisory Style | Hybrid (Human + Robo) |
| Features & Access | Educational Resources |
| Fees & Pricing | Flat Monthly Fee |
We appreciate your honest feedback. Share your real experience to help others make confident money decisions.
Jason Vitug –
Ellevest is more than just an investment platform—it’s a comprehensive financial ecosystem designed to help women build wealth, gain confidence, and achieve their goals. Its emphasis on impact investing, financial coaching, and gender-specific financial planning sets it apart in the crowded fintech space. By offering personalized portfolios that consider women’s longer life expectancies and unique financial challenges, Ellevest provides a powerful tool for financial empowerment.
While it may not cater to active traders or those seeking tax-optimized portfolios, Ellevest is a top choice for women seeking a user-friendly, value-aligned platform to take charge of their financial future. Its commitment to gender equality and sustainability, along with its solid customer support and educational resources, makes it a standout option for women looking to invest responsibly and confidently.