COMPANY PROFILE

Ellevest

Explore full profile

Ellevest owns and operates an online investment platform focused on women

New York City, United StatesFounded 2014Fintech

Valuation $250–500M Last recorded · 2022

Headcount <100 Current team size

Total funding $100–500M Disclosed equity funding

Unlock exact values

About Ellevest

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.

MoreLess Source: Dealroom company data

At a glance

Status: Operational
Founded: 2014
Headquarters: New York City, United States
Employees: 50
Open positions: None listed
Dealroom signal: 62.8/100
Industry: Fintech
Sub-industry: Wealth Management
Sector: Fintech, Risk Management, Sustainable Development Goals, financial inclusion, Wealth Management
Client focus: b2c
Links: Website LinkedIn X

Knowledge graph

Founder mafia, market maps, research and news connected to this company by Dealroom

Funding history

8 recorded events

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	↗

Showing the latest 2 of 8 recorded eventsBook a demo for the full funding history →

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.

Latest monthly visits32K 3-month web change+10.3% 1-year team growth-13.8%

Monthly website visitsFeb 2016–Jul 2026

Explore monthly traffic historyTrack growth over time and compare with peersBook a demo

Summary metrics are public; monthly history is available with a demoCompare with peers →

Similar companies

Closest operating peers by Dealroom taxonomy

Company identity and context are open; selected comparison metrics preview what is available on the platform.

Company	Headquarters	Status	Employees	Total funding	Valuation
NANanoPipsDerivatives Trading Platform	—	Operational	—	—	—
KAKaleidofinA fintech platform that propels under-banked customers towards meeting their real life goals by providing intuitive and tailored financial solutions	Chennai, India	Operational
CICIRCA5000Impact investment app built for the next generation of investors	London, United Kingdom	Closed
WIWiseBanyanThe first free financial advisor	Las Vegas, United States	Operational
WEWefunderWe help startups raise money	San Francisco, United States	Operational
MIMilaapFund-raising platform for basic facilities	Singapore, Singapore	Operational
FIFinMarieOnline financial platform for women	Berlin, Germany	Operational
ACAcornsAcorns is a finance company that allows individuals to round up purchases and automatically invest the change	Irvine, United States	Operational