Ellevest

About Ellevest Ellevest is an SEC-registered investment advisory firm founded in 2014 by Sallie Krawcheck and Charlie Kroll, dedicated to closing the gender wealth gap through personalized wealth management and financial planning.

The platform serves women, families, and organizations with goal-based portfolio construction, impact investing, and holistic financial planning through an all-women team of certified advisors and investment professionals.

Ellevest's gender-aware investment methodology accounts for women's longer lifespans, earlier salary peaks, career breaks, and the pay gap to build retirement and wealth strategies tailored to real-world financial trajectories.

Clients access Personal Wealth Management starting at $500,000 or Private Wealth Management from $1 million, both including fiduciary portfolio management with tax optimization and diversified asset allocation across stocks, bonds, ETFs, mutual funds, and private investments.

In April 2025, Ellevest transitioned its automated digital investing accounts to Betterment, pivoting exclusively to high-net-worth advisory services with AUM fees ranging from 0.35% to 1.25%.

Ellevest also offers standalone financial planning for a flat $3,600 annual fee, along with donor-advised fund management and values-aligned impact investment portfolios for clients seeking positive social and environmental outcomes.

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