Fundraising Fox

Ellevate Financial

New York, US · Founded 2014 · Delaware corporation · 1 known investors

Founders & leadership

Ellevate Financial was founded in 2014 by Sallie Krawcheck and Charles Kroll.

SK
Sallie KrawcheckCo-founder
CK
Charles KrollCo-founder

Board

CO
Catherine OdelboBoard director

Investors · 1

Reported raises · per SEC filings

Form D private placements

$81.3M disclosed across 5 rounds · 2015–2020

$12.3MraisedNov 2020 · 21 investors · Investing
Rule 506(b)
Officers, directors & promoters on the filing
  • Sallie KrawcheckExecutive Officer, Director
  • Rochelle KingDirector
  • Jenny AbramsonDirector
  • Catherine OdelboDirector
Offering amount
$12.3M
Amount sold
$12.3M
First sale
Oct 2020
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$34.5MraisedAug 2019 · 38 investors · Investing
Rule 506(b)
Officers, directors & promoters on the filing
  • Jenny AbramsonDirector
  • Catherine OdelboDirector
  • Sallie KrawcheckExecutive Officer, Director
  • Charles KrollExecutive Officer, Director
Offering amount
$38M
Amount sold
$34.5M
First sale
Mar 2019
Incorporated
Corporation, Delaware, 2014
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$26KraisedOct 2018 · 2 investors · Investing
Rule 506(b)
Officers, directors & promoters on the filing
  • Catherine OdelboDirector
  • Sallie KrawcheckExecutive Officer, Director
  • Charles KrollExecutive Officer, Director
  • Jenny AbramsonDirector
Offering amount
$832K
Amount sold
$26K
First sale
Oct 2018
Incorporated
Corporation, Delaware, 2014
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$32.5MraisedAug 2017 · 25 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Jenny AbramsonDirector
  • Charles KrollExecutive Officer, Director
  • Catherine OdelboDirector
  • Sallie KrawcheckExecutive Officer, Director
Offering amount
$34.6M
Amount sold
$32.5M
First sale
Aug 2017
Incorporated
Corporation, Delaware, 2014
Federal exemptions
06b
Full filing on SEC EDGAR ↗
$2MraisedJun 2015 · 10 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Catherine OdelboDirector
  • Sallie KrawcheckExecutive Officer, Director
  • Charles KrollExecutive Officer, Director
Offering amount
$2M
Amount sold
$2M
First sale
May 2015
Incorporated
Corporation, Delaware, 2014
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Frequently asked questions

Who founded Ellevate Financial?
Ellevate Financial was founded by Sallie Krawcheck, Charles Kroll in 2014.
Who are Ellevate Financial's investors?
Ellevate Financial's investors include Rethink Impact.
How much funding has Ellevate Financial raised?
Ellevate Financial has disclosed $81.3M raised across 5 rounds.
Where is Ellevate Financial headquartered?
Ellevate Financial is headquartered in New York, US.