Ellevest

Digital Investing at Ellevest (1)
As a member, you get access to personalized investing, retirement planning and investing, learning resources, and financial planning (2).

Start Investing
Ellevest makes it easy for you to invest to build wealth and change the world with values-based impact investing. Ellevest factors in the ways women’s lives are different from men’s — like how women typically live longer, take more career breaks, and are paid less — with the only gender-aware investing algorithm that builds a personalized plan for you.*

Gain Financial Confidence
Access quick tips, weekly newsletters, in-depth guides, and workshops to discover what you need to know — like how to invest, reach your goals, and plan for retirement. You can learn as you go, about the stock market, diversification, compounding returns, and topics like crypto and NFTs.

Retirement Planning (2)
Access a personalized investment plan for your retirement. We recommend how much you should save for retirement — down to the dollar. We can also help you roll over a 401(k) or transfer a traditional, Roth, or SEP IRA.

Work With a Coach
Get more out of your membership with discounted coaching. Work 1:1 with a financial planner to create a plan for your money — from budgeting to full financial planning and checking up on your retirement plan.

© 2022 Ellevest, Inc. All rights reserved.

The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice. Investing entails risk, including the possible loss of principal, and there is no assurance that the investment will provide positive performance over any period of time.

Funds held in your Ellevest investment accounts are not FDIC insured and may lose value. Ellevest does not guarantee investment performance.

1. Ellevest Membership fees are as follows: Ellevest Essential is $1 per month, Ellevest Plus is $5 per month, and Ellevest Executive is $9. Other fees as described in Ellevest’s Wrap Fee Program Brochure and the Ellevest Membership Terms and Conditions Agreement will continue to apply.

2. Retirement planning available with the Ellevest Plus + Executive plans.

*Determined as of March, 2, 2020 based on Ellevest's review of other robo-advisor offerings, women-led and women-founded fintechs, percentage of downloads by women of investing apps on iOS, and unaffiliated third-party ratings. Information was obtained from third-party sources, which we believe to be reliable but not guaranteed for accuracy or completeness.