/Companies

Ellevest

Founded 2014 · 45 employees on LinkedIn · 37 known investors

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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.

SKSallie Krawcheck
Sallie KrawcheckFounder and CEO2014–2024

Investors · 37

Astialisted by AstiaSilicon Valley

How we know: a partner's Signal profile · funding news · prnewswire.com · Not right? Tell us

Also in the syndicate · 6

Allianz Life Insurance Company of North AmericaBMOleadEnvestnetHalogen VenturesNew York Ventures of Empire State DevelopmentStardust Equity

Funding

SEC filings, press & company announcements

Source: company announcements and press reports — follow each round's link for the claim.

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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, Alumni Ventures, Amplifica Capital, Astia, Cleo Capital, Contour Venture Partners, Entrepreneur Ventures and 23 more.