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Ellevest logo — The experts in building and managing women’s wealth

Ellevest

The experts in building and managing women’s wealth

Founded 2014 United States United States 74 employees Series B Total: $153.41M Financial Services, Fintech +1

General Information

Company Name Ellevest
Founded Year 2014
Location United States United States
Founders / Decision Makers
Team member
Employees 74
Industries Financial Services, Fintech, Women's Health
Funding Stage Series B
Social

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About Ellevest

Ellevest is a **financial services** startup founded in **2014** and headquartered in the **United States**. The company, with the slogan "The experts in building and managing women’s wealth," focuses on providing wealth management and financial planning services optimized for women. In its latest funding round, Ellevest secured a significant **$53.00M Series B investment** on **06 April 2022**. Notable investors in this round include **Gaingels**, **Halogen Ventures**, **The Venture Collective (TVC)**, **Khosla Ventures**, **Pivotal Ventures**, **Salesforce Ventures**, **Stardust Equity**, **PayPal Ventures**, **New York Ventures**, and **Morningstar**. Ellevest's unique approach to addressing the needs of women in the realm of wealth management and finance marks it as a compelling player in the **fintech** and **women's health** industries.

Business keywords: Wealth Management, Financial Planning, Investing, Personal Finance, Women's Finance, Portfolio Management, Algorithmic Forecasting, Investment Advice

Services & Products

Wealth Management
Financial Planning
Investing Strategies
Gender-specific Financial Planning
Retirement Planning

Target Customers

Women Individuals Seeking Gender-specific Financial Planning Individuals Seeking Goal-based Investing Individuals Seeking Equity Compensation Planning

Funding Rounds & Investors (7)

View All
Funding Stage Amount Investors Lead Investors Date
Series B $53.00M 10
Gaingels Halogen Ventures The Venture Collective (TVC)
Gaingels, Halogen Ventures +8
06 Apr 2022
Seed Round Undisclosed 1
Vanessa Pegueros
26 Jan 2022
Series A $12.31M 2
Allianz Life Ventures
Allianz Life Ventures, Alumni Ventures
12 Nov 2020
Series A $34.50M 10
Rethink Impact Ulu Ventures NextView Ventures
Rethink Impact, Ulu Ventures +8
11 Mar 2019
Series A $34.60M 10
Rethink Impact Ulu Ventures Salesforce Ventures
Rethink Impact, Ulu Ventures +8
18 Sep 2017
Venture Round $9.00M 10
Ulu Ventures Khosla Ventures Max Levchin
Ulu Ventures, Khosla Ventures +8
15 Sep 2016
Series A $10.00M 6
Contour Ventures
Contour Ventures, Morningstar +4
28 Sep 2015

Ellevest Alternatives & Competitors

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Ellevest vs
Plenty
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The free money app for couples.

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Ellevest vs
finmarie
finmarie Germany

finmarie: Investment Made for Women+

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Ellevest vs
beatvest
beatvest

Beatvest is beginner-friendly, offering education and tools for do-it-yourself portfolio building an...

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FAQ About Ellevest

The experts in building and managing women’s wealth
Ellevest was founded in 2014.
Ellevest is headquartered in United States.
Ellevest operates in Financial Services, Fintech and Women's Health. Its work centres on Wealth Management, Financial Planning, Investing and Personal Finance. Its customers include Women, Individuals Seeking Gender-specific Financial Planning and Individuals Seeking Goal-based Investing.
Ellevest has approximately 74 employees.
Ellevest has completed 7 funding rounds, raising a total of $153.41M. The latest funding stage is Series B.
Ellevest offers: Wealth Management, Financial Planning, Investing Strategies, Gender-specific Financial Planning, Retirement Planning.
Top alternatives and competitors to Ellevest include Plenty, finmarie, beatvest, FutureAdvisor, Wealthsimple. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Ellevest and Plenty are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Ellevest, https://www.bouncewatch.com/company/ellevest, updated 18 June 2025. When citing, please name BounceWatch and link this page.

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