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Ellevest
AddedFeb 15, 2024
UpdatedJun 18, 2026
Ellevest

Ellevest

Operating

Ellevest, a women-focused fintech firm, offers robo-advisory investment services and financial literacy programs, managing over $1B.

Location
New York City, NY, US
Founded
2014
Firm
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Website

Ellevest is a fintech firm founded in 2014 by Sallie Krawcheck and Charlie Kroll, focusing on robo-advisory investment services and financial literacy programs primarily for women. The firm manages over $1 billion in assets and serves more than 120,000 users, with about 90% identifying as women. Ellevest offers digital investing tools and personalized financial guidance, as well as private wealth management services.

Notable investors include Melinda Gates's Pivotal Ventures, Valerie Jarrett, and Eric Schmidt. Ellevest's investment philosophy centers on addressing the unique financial needs of women, providing tailored financial plans to help them build wealth and achieve their goals. The firm adds value through comprehensive financial education and dedicated support, ensuring that women's specific financial circumstances are considered in their investment strategies.

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Ellevest - Classification

Also Known As
  • Ellevest, Inc.
NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions
Show 10 more industry codes
NAICS
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6700Holding And Other Investment Offices
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 6720Investment Offices
  • 6282Investment Advice
  • 6722Management Investment Offices, Open-end