Once upon a time, women were barred from owning their own homes, opening their own credit cards, or having a seat on the floor of the New York Stock Exchange. Today, as we ring the opening bell, we’re not just celebrating the $2 billion in assets under management at Ellevest. We’re honoring the legacy of all the women who paved the way — from Abigail to Muriel to Viola. There’s never been a better time to join Ellevest. Learn more about how Ellevest helps women build and manage their wealth through investing, financial planning, and wealth management at www.ellevest.com. 🎊 Photo credit: NYSE
Ellevest
Financial Services
We help women build and manage their wealth through investing and financial planning — now managing $2 billion in AUM.
About us
We help women build and manage their wealth through online investing, financial planning, and wealth management — founded by Sallie Krawcheck. Now managing $2 billion in client assets. Let's get more money in the hands of women.
- Website
-
http://www.ellevest.com
External link for Ellevest
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2014
- Specialties
- Personal Finance, Investment Advice, Software, and Portfolio Management
Locations
-
Primary
New York, NY, US
Employees at Ellevest
Updates
-
If you were to find yourself in a scenario where you need money now — say you lose your job, or have to manage a financial emergency — you want a stash of money in accounts you can quickly and easily access. Without it, you could find yourself in a really tough place. Having the right amount of cash on hand can also work wonders for easing your overall sense of financial stress, even (and especially) during the height of a crisis. Nothing beats a sense of financial security. Find out how to determine how much you should keep in cash at the link below:
How Much Money Should I Keep in Cash? | Ellevest
ellevest.com
-
Where do you even start with a more serious money convo? Here’s a breakdown with expert advice from the Ellevest financial planning team. Shoutout Victoria Sado, CFP®, Sofia Figueroa, CFP®, and Healy Marroy, CFP®. 💛
How to Talk About Money When You’re Dating | Ellevest
ellevest.com
-
Don’t let anyone tell you you’re bad with money. (Little-known fact, women are better investors than men.) We’re here to support your financial journey every step of the way. Head to the link below to get started.
Reach your financial goals with the experts in women’s wealth.
ellevest.com
-
Ellevest Certified Divorce Financial Analyst, Allison Kvikstad, CFP®, CDFA®, has four tips for women thinking about getting a divorce. The first one? Delegate. "Start building a team of trusted advisors (like your financial advisor) who can be there to support and help protect you and your future before, during, and after the divorce. Then delegate as much of the heavy lifting as you can, as soon as possible. You’ll thank yourself later." More advice from Allison on how to financially prepare for divorce at the link below.
How to Prep for Divorce When Wealth Is Involved | Ellevest
ellevest.com
-
The $700 billion opportunity banks and financial institutions don’t see coming? Women. Ellevest CEO Sallie Krawcheck joined an incredible panel of women at Milken Institute's global conference to discuss the Great Wealth Transfer and women’s unmistakable rise in women’s financial influence and confidence. #MIGlobal Panelists included Linnea Roberts, Kwanza Jones, Erin Harkless Moore, CFA, and Tonya Allen (moderated by Anna Mason). A full breakdown of what the heck the Great Wealth Transfer is written by Ellevest Head of Wealth Management Emily Green can be found here: https://lnkd.in/gbHr4G4n
-
Take your retirement daydream off your vision board and into the real word with a financial plan. Work 1:1 with an Ellevest financial planner like Sofia Figueroa, CFP® to create that plan. Click the link to begin (or check in on) your retirement goals today. https://lnkd.in/gq5ZXrVZ
-
Ellevest 🤝 intentional investing
All investments have an #impact. And when you don’t keep tabs on what assets you own, you risk using your financial power to support causes that conflict with your own values. But when you’re intentional about your investments, you get to call the shots on what causes your own money is advancing; you purposefully invest for a positive impact — and for competitive returns. Read our guide below on how we make that all possible at Ellevest.
Make a Bigger Difference by Investing for Impact Across Asset Classes | Ellevest
ellevest.com
-
Dive into Dr. Sylvia S. Kwan, CFA, CAIA latest market insights on what could fuel earnings and provide justification for higher prices: the impact of innovation.
Monthly Market Insights: Are Stock Prices Too High? | Ellevest
ellevest.com