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.
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
