Company intelligence
Ellevest
Wealth management and financial planning for women, families, and the next generation
Financial Services
New York, NY, US
47 employees
Founded 2014
4 public signals
About Ellevest
Founded in 2014, Ellevest is a financial services company on a mission is to get more money in the hands of women, their families, and the next generation through personalized, intentional wealth management, and financial planning.
Verified activity
Signals from Ellevest
4 published signals
Presence & Recognition
Ellevest was named one of the top advisory firms for high-net-worth individuals by the Wall Street Journal's Buy Side research and commerce team.
Reported by Ellevest
Research & Knowledge
Ellevest published monthly market insights by Chief Investment Officer Ankur Patel, CFA, analyzing the market environment for August.
Reported by Ellevest
Presence & Recognition
Ellevest hosted a live discussion on Thursday, September 10 featuring Kaitlin Horsch, CFP, and Ankur Patel, CFA, covering recent market events and economic outlooks
Reported by Ellevest
Capital & Finance
Ellevest added an education technology impact fund to its platform to invest in companies with technology solutions aiming to decrease the cost of education, reduce friction to learning, and improve instruction and educational outcomes, particularly for lower-income students.
Reported by Emily Green