Automated Investing
Financial Planning
Wealth Management
About Us
Answer a few questions and we’ll recommend an Ellevest product for you.
Take our quiz
Answer a few questions and we’ll recommend an Ellevest product for you.
Take our quiz
Automated Investing
Financial Planning
Wealth Management
.svg "Unlock personalized online investing, retirement planning, impact investing, and more. (15)")
Answer a few questions and we’ll recommend an Ellevest product for you.
Take our quiz
About Us
.svg "Unlock personalized online investing, retirement planning, impact investing, and more. (20)")
Answer a few questions and we’ll recommend an Ellevest product for you.
Take our quiz
Magazine
what we offer
Goals-based investing
Retirement planning
.svg "Unlock personalized online investing, retirement planning, impact investing, and more. (26)")
Tax-minimizing
Impact investing
Automatic rebalancing
Personalized investing
Diversified portfolios
Financial guidance
Goals-based investing
Retirement planning
Tax-minimizing
Impact investing
Automatic rebalancing
Personalized investing
Diversified portfolios
Financial guidance
Explore our online investing plan:
Ellevest Plan
$
11
per month
Up to five goal-specific accounts and portfolios built to your money goals
Retirement planning
Tax minimization and automatic rebalancing
Exclusive discount on 1:1 financial guidance
$
12
12
per month
FEATURED
Up to five goal-specific accounts and portfolios built to your money goals
Retirement planning
Tax minimization and automatic rebalancing
Exclusive discount on 1:1 financial guidance
$
5
per month
Diversified investment portfolio built for your money goal
Retirement planning
Tax minimization and automatic rebalancing
What to expect from your Ellevest digital portfolio
Each portfolio is built by a team of experts in women’s wealth who put your best interests first. (Quite literally, because Ellevest is a fiduciary.)
A women-first approach
Investing with women’s needs in mind.
A retirement plan for your goals
Where your automated deposits go to work toward your future.
Expert market insights
Monthly updates from Ellevest Chief Investment Officer Dr. Sylvia Kwan.
How online investing works at Ellevest
We get to know you
You’ll answer a few questions about yourself and your financial goals.
A plan for your specific goals
We’ll build you an investment strategy to help you reach your financial goals.
Put your money to work
We invest your money in a diversified, risk-optimized portfolio across 21 asset classes.
Looking for Ellevest Private Wealth?
Learn more about pricing for our wealth management offering featuring personalized financial planning and dedicated investment management.
We get these questions a lot
What do you mean by financial guidance?
We offer financial guidance in different ways. An Ellevest plan includes self-guided financial resources like worksheets, spreadsheets, email courses, plus workshops led by our all-women financial planning team. Clients also enjoy up to a 50% discount on all 1:1 financial planning sessions with our CFP® pros, in case you’re looking for more personalized and in-depth guidance.
Does 1:1 financial planning cost more?
We offer 1:1 financial planning at an additional cost, but Ellevest clients receive up to 50% off all sessions. Each session costs one flat fee — and, unlike other firms, we don’t ask you to move any assets over to Ellevest to work with our planners.
