Ellevest
Founded 2014 · 45 employees on LinkedIn · 34 known investors
Ellevest is a women-founded, women-led SEC-registered investment advisor offering wealth management and financial planning services designed for women and their families. It provides portfolio management, values-aligned investing, and tax optimization across brokerage accounts, IRAs, and donor-advised funds in the US.
Founders & leadership
Ellevest was founded in 2014 by Sallie Krawcheck.
SK
Sallie KrawcheckinFounder and CEO2014–2024
Investors · 34
Aloft VCSan Franciscovia Crystal McKellar · inferred
Altra VentureNew York City · $500K – $25M
Amplifica CapitalMexico City
AstiaSilicon Valley
Cleo CapitalNew York · $100K – $1M
Contour Venture PartnersNew York · $500K – $2M
Entrepreneur VenturesLos Angeles · $25K – $50K
Gingerbread CapitalNew York · $100K – $10M
Halogen Ventures Management Company LlcLos Angeles · $100K – $1M
High Street Equity PartnersWashington · $10K – $250K
Ingeborg InvestmentsBentonvillevia Anna Mason · inferred
NextView VenturesSan Francisco · $250K – $4M
Owl Capitalvia Jennifer Scott Fonstad · inferred
Rethink ImpactWashington · $2M – $10M
Rogue Womens Fund$500K
SWAT Equity PartnersNew York
The Perkins Fundvia Sonja Perkins · inferred
The Venture CollectiveMiami Beach · $100K – $500K
The W FundNew York
Ulu VenturesPalo Alto · $2M
WestRiver GroupIssaquah
AME Cloud VenturesreportedPalo Alto · $1M – $10M
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GaingelsreportedNew York · $200K – $500K
PayPal VenturesreportedSan Jose · $1M – $10M
Pivotal Venturesreported · 3 sourcesSeattlevia Melinda French Gates · inferred
Salesforce VenturesreportedSan Francisco · $5M – $50M
Also in the syndicate · 8
Allianz Life Insurance Company of North AmericaBMOleadEnvestnetHalogen VenturesKhoslaMorningstarNew York Ventures of Empire State DevelopmentStardust Equity
Funding
SEC filings, press & company announcements- Undisclosed amountSeries BMay 2022Source ↗
- Undisclosed amountSeries BApr 2022
BMO (lead), Contour Venture Partners (lead), Allianz Life Insurance Company of North America, AME Cloud Ventures, Astia Venture Fund, Cleo Capital, Envestnet, Gaingels, Halogen Ventures, Khosla, Morningstar, New York Ventures of Empire State Development, PayPal Ventures, Pivotal Ventures, Salesforce Ventures, Stardust Equity, The Venture Collective
Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
Competitors · 9
by search overlapInteractive Strength Acquires Ergatta2239 shared keywordsFidelity offers an online brokerage platform for retail investors to trade US stocks, ETFs, options, mutual funds, bonds, CDs, and crypto ETPs, with $0 commission on online US stock and ETF trades. It provides trading across web, desktop, and mobile alongside research tools, professional coaching, and advisory services.
SmartAsset2044 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Vanguard1349 shared keywordsVanguard offers investment products, savings and retirement tools, and personalized financial advice to help individuals build long-term wealth. It operates in the investment management and financial services industry.
Kiplinger1294 shared keywordsKiplinger is a personal finance and investment media publisher that provides editorial content and advice on investing, taxes, retirement planning, real estate and travel for individual consumers.
Ramsey Solutions1159 shared keywordsRamsey Solutions provides personal finance education, tools, and coaching—including the 7 Baby Steps plan, a vetted network of financial service providers (RamseyTrusted), and AI-powered money advice—to help individuals get out of debt and build wealth. The company also produces The Ramsey Show and offers budgeting resources for consumers managing their personal finances.
Experian1154 shared keywordsExperian offers consumers tools to access their credit report and FICO Score, build credit, and manage money, including credit card matching, bill and subscription negotiation, car insurance comparison, and a digital checking account with debit card. It serves individual U.S. consumers through its app and financial products.
Intuit®1015 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.
Carry786 shared keywordsCarry is an investment platform offering tax-advantaged retirement accounts—including Solo 401(k)s and IRAs—aimed at self-employed individuals and high-income professionals in the U.S. It combines automated Roth conversions, a roboadvisor, cash-management (Smart Yield), and access to stocks, ETFs, alternatives, and crypto within retirement accounts.
ADP783 shared keywordsADP provides cloud-based human capital management solutions that integrate payroll, HR, talent management, time and attendance, tax, and benefits administration for businesses globally. The company serves as a comprehensive provider of HCM software and business outsourcing services with analytics and compliance expertise.
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In the news
Frequently asked questions
- What does Ellevest do?
- Ellevest is a women-founded, women-led SEC-registered investment advisor offering wealth management and financial planning services designed for women and their families. It provides portfolio management, values-aligned investing, and tax optimization across brokerage accounts, IRAs, and donor-advised funds in the US.
- Who founded Ellevest?
- Ellevest was founded by Sallie Krawcheck in 2014.
- Who are Ellevest's investors?
- Ellevest's investors include Aloft VC, Altra Venture, Amplifica Capital, Astia, Cleo Capital, Contour Venture Partners, Entrepreneur Ventures, Gingerbread Capital and 18 more.