Ellevest
Finance · New York, United States · 51-200 Employees
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Overview
Headquarters
48 W 25th St Fl 6, New York, New York, 1...Phone Number
(844) 355-7100Website
www.ellevest.comRevenue
$21 MillionIndustry
About Ellevest
Ellevest is a financial services firm focused on empowering women and families to build wealth through personalized wealth management and financial planning. They offer tailored financial strategies that consider clients' unique goals, values, and life circumstances, particularly addressing the financial challenges women face. With a minimum investment requirement of $500,000 for wealth management services and a flat fee for standalone financial planning, Ellevest aims to provide comprehensive support for clients looking to achieve financial independence and generational wealth. The firm operates as a fiduciary, ensuring that all investment recommendations prioritize the best interests of their clients.Explore more
Ellevest Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$197.5M
201-500
Private
$319.2M
2015
MG
Marcelo GolegãFounder & Chief Financial Officer & Chief Financial Officer, As A Service B2B
$28.1M
201-500
Private
-
2011
Yazeed alSubaieChief Commercial Officer At Taqnia, A and CEO At Taqnia Energy
Ellevest Tech Stack
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Ellevest is a financial services firm focused on empowering women and families to build wealth through personalized wealth management and financial planning. They offer tailored financial strategies that consider clients' unique goals, values, and life circumstances, particularly addressing the financial challenges women face. With a minimum invest... Read More
