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Ellevest
Fintech · New York City, United States · Founded 2014
Ellevest owns and operates an online investment platform focused on women MoreLess
Ellevest is a financial company designed by women, for women, aiming to close the gender money gaps. It offers a range of services including financial planning, career coaching, investing, and banking that provides cash-back rewards. Ellevest serves primarily women but welcomes clients of all gender identities and expressions. Operating in the financial services market, Ellevest uses a digital investing platform that incorporates gender-specific salary curves and longevity data to deliver personalized financial recommendations and forecasts. The company generates revenue through membership fees and a percentage fee on investments. Ellevest also provides private wealth management services for clients looking to invest $1 million or more. The business model focuses on empowering women to achieve their financial goals through tailored advice and support.
Keywords: financial planning, career coaching, investing, cash-back banking, gender-specific, personalized recommendations, digital platform, private wealth management, women-focused, financial empowerment.
Company overview
Ellevest company information
The essential company record, classifications and operating signals in one place.
- Status
- Operational
- Founded
- 2014
- Headquarters
- New York City, United States
- Employees
- 50
- Open positions
- None listed
- Dealroom signal
- 62.8
Valuation & funding
Ellevest funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SERIES BOther financing | Apr 2022 | $53M | $212M | Astia · Morningstar · Khosla Ventures · AME Cloud Ventures | ↗ |
| SERIES AOther financing | Nov 2020 | $12M | $49M | Allianz Life Ventures | ↗ |
| SERIES AOther financing | Jul 2019 | $35M | $138M | Astia · PayPal · MasterCard · Morningstar | — |
| SERIES AOther financing | Mar 2019 | — | — | Rethink Venture Capital · PSP Capital | — |
| SERIES AOther financing | Sep 2017 | $35M | $138M | Contour Venture Partners · Morningstar · Ulu Ventures · Rethink Venture Capital | ↗ |
| EARLY VCOther financing | Sep 2016 | Astia · Morningstar · Ulu Ventures · Khosla Ventures | ↗ | ||
| EARLY VCOther financing | May 2016 | Khosla Ventures | — | ||
| SEEDOther financing | Sep 2015 | Contour Venture Partners · Morningstar | — |
Growth signals
Ellevest website traffic
Latest recorded traffic for Ellevest is 32K monthly website visits, up 10.3% over the last three months. Ellevest's team declined 13.8% over the past year.
Comparisons
Ellevest compared with similar companies
Dealroom’s weighted taxonomy model identifies the closest operating peers. Company identity and context stay open; selected comparison metrics preview what is available in the platform.
| Company | Headquarters | Status | Employees | Total funding | Valuation |
|---|---|---|---|---|---|
 NanoPipsDerivatives Trading Platform |
— | Operational | — | — | — |
 KaleidofinA fintech platform that propels under-banked customers towards meeting their real life goals by providing intuitive and tailored financial solutions |
Chennai, India | Operational | |||
 CIRCA5000Impact investment app built for the next generation of investors |
London, United Kingdom | Closed | |||
 WiseBanyanThe first free financial advisor |
Las Vegas, United States | Operational | |||
 WefunderWe help startups raise money |
San Francisco, United States | Operational | |||
 MilaapFund-raising platform for basic facilities |
Singapore, Singapore | Operational | |||
 FinMarieOnline financial platform for women |
Berlin, Germany | Operational | |||
 AcornsAcorns is a finance company that allows individuals to round up purchases and automatically invest the change |
Irvine, United States | Operational |
Talent graph
Ellevest's talent
Source: Dealroom Talent Intelligence.
Global footprint
Where Ellevest has talent and traffic
team presence
In the news
Latest news about Ellevest
Recent press, funding announcements, and product moves mentioning Ellevest — open to read from the original sources.
Market sentiment
What the market is saying about Ellevest
An AI-synthesized read of the highest-engagement posts about Ellevest on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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