Entities

Ellevest

Ellevest is a fast-growing digital investment platform that creates and manages a personalized investment portfolio primarily for women. Its investment algorithm factors in important realities for women, such as pay gaps, career breaks, and longer average lifespans. Ellevest creates an investment portfolio using a thoughtful mix of stock, bond, and alternative funds. This kind of diversification is intended to help reduce the portfolio's overall risk.

STEP 1: Tell Ellevest about yourself

Talk to Ellevest and share a few details about your money, life, and career.


STEP 2: Get your investment plan

Ellevest recommends a low-cost, diversified investment portfolio and invests your money to help you reach your money goals.


STEP 3: Start investing

There’s no minimum deposit to fund your plan — simply link your bank account and start investing.


STEP 4: It’s your portfolio. Ellevest manages it.

If your investments get too far away from their targets, Ellevest brings them back in line for you.