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.
Investors · 37
How we know: Aloft VC's portfolio page · Not right? Tell us
How we know: a partner's Signal profile · funding news · prnewswire.com · Not right? Tell us
How we know: Cleo Capital's portfolio page · a partner's Signal profile · prnewswire.com · the VCSheet dataset · Not right? Tell us
How we know: Contour Venture Partners's portfolio page · a partner's Signal profile · prnewswire.com · the VCSheet dataset · Not right? Tell us
How we know: Entrepreneur Ventures's portfolio page · Not right? Tell us
How we know: Gingerbread Capital's portfolio page · the VCSheet dataset · Not right? Tell us
How we know: Halogen Ventures Management Company Llc's portfolio page · the VCSheet dataset · Not right? Tell us
How we know: High Street Equity Partners's portfolio page · Not right? Tell us
How we know: a partner's Signal profile · Not right? Tell us
How we know: Kaya Ventures's portfolio page · Not right? Tell us
How we know: NextView Ventures's portfolio page · Not right? Tell us
How we know: a partner's Signal profile · Not right? Tell us
How we know: Rethink Impact's portfolio page · the VCSheet dataset · Not right? Tell us
How we know: the VCSheet dataset · Not right? Tell us
How we know: a partner's Signal profile · Not right? Tell us
How we know: The Venture Collective's portfolio page · prnewswire.com · the VCSheet dataset · Not right? Tell us
How we know: Ulu Ventures's portfolio page · Not right? Tell us
How we know: funding news · prnewswire.com · the VCSheet dataset · Not right? Tell us
Also in the syndicate · 6
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.
Related companies · 10
Companies working in the same space as Ellevest.
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.















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