Ellevest
Financial Software · New York, United States · 51-200 Employees
View Company Info for Free
Overview
Headquarters
48 W 25th St Fl 6, New York City, New Yo...Phone Number
(844) 355-7100Website
www.ellevest.comRevenue
$21 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
3
3
2
4
2
2
About Ellevest
Ellevest, headquartered in New York City, New York, and established in 2014, is an investment software company offering a platform focused on closing the gender investing gap by providing financial planning services aimed at women.Explore more
Ellevest Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Ellevest your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Check if Ellevest has recently received funding, and reach out quickly before it becomes old news!
Click to see if Ellevest had a recent Job posting/layoffs
Check out if Ellevest is spiking on competitors!
Funding: Get notified immidiatlly once Ellevest has new funding data
Product Launch: Get notified when Ellevest launches new products
Website visits: Recent activity has been detected on your website
Congratulate Masked Content for being promoted to Masked Content at Ellevest
Ellevest, which may be a good buyer, showed buying intent in Masked Content Topic
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Earning: See what the market has to say on Ellevest recently announced quarterly report
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 2 more new buyers
Compare Similar Companies to Ellevest
Compare insights from companies similar to Ellevest, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Ellevest is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
Ellevest is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Ellevest.
Ellevest financials insights
Gather financial insights about Ellevest, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2015
Private Equity
$2M
Series A
$10M
2016
Unspecified
$9M
2017
Private Equity
$34.6M
2019
Unspecified
$33M
2022
Series B
$53M
Ellevest Tech Stack
A closer look at the technologies used by Ellevest
Most Recent Scoops
Person-Based
Financial Planning
Person-Based
New Hire
Executive Move
Michael Barnes has recently joined the organization as Chief Operating Officer. Previously, Barnes served as Managing Director - Head of Operations for Robertson Stephens.
Executive Moves, New Hire
Event
Person-Based
Events, Podcast
Event
Person-Based
Events, Podcast
Ellevest News & Media
Betterment Announces Acquisition of Ellevest’s Automated Investing Division
Betterment, which claims to be one of the largest independent digital investment advisors in the United States, announced that it has acquired the automated investing business of Ellevest, the investing and wealth management company built by and for women. Betterment says it serves 900,000+ customers... Read MoreBetterment Acquires Ellevest's Automated Investing Business
New Customers and Assets to Expand Scale of Betterment's Award-winning Retail Platform NEW YORK, Feb. 26, 2025 /PRNewswire/ -- Betterment, the largest independent digital investment advisor in the United States, today announced that it has acquired the automated investing business of...Ellevest Will Be Run By Co-CEOs As Krawcheck Steps Down - Wealth Management
Sallie Krawcheck, an outspoken investing advocate for women, has stepped down as CEO of Ellevest, citing health reasons.Morningstar Names CFO, Ellevest CEO Steps Down - 401k Specialist
Morningstar taps in a new CFO, Ellevest CEO Sallie Krawcheck steps down for health reasons, IRALOGIX names an upcoming president, and more.
Read more news
Top Financial Software Companies
See more top companies
Frequently Asked Questions Regarding Ellevest
Sign Up For FreeTo access detailed company insights
Ellevest, headquartered in New York City, New York, and established in 2014, is an investment software company offering a platform focused on closing the gender investing gap by providing financial planning services aimed at women.... Read More
