Ellevest, Inc.
Ellevest, Inc. is a women-centered digital investment and wealth management firm headquartered in New York, NY. Founded in 2014 by Sallie Krawcheck and Charlie Kroll, Ellevest offers gender-aware investment portfolios, holistic financial planning, career coaching, and educational resources, primarily serving high-net-worth female clients and families. The company employs an all-female team of experienced financial advisors, including CFPs and CFAs. Ellevest's mission is to close gender gaps in financial services by integrating women's unique financial needs into its platform, offering comprehensive and personalized advice. As of 2025, the firm has shifted focus to high-net-worth clients after Betterment acquired its automated robo-advisor accounts.
Investment Strategy
Ellevest deploys a gender-smart investment approach tailored specifically for female clients, integrating factors such as longer lifespans, earlier salary peaks, and potential income breaks into its bespoke portfolios. The firm offers customizable, diversified investment management across asset classes—including private alternatives, global equities, municipal bonds, real estate, and venture-stage companies—emphasizing impact and competitive risk-adjusted returns. Each portfolio is designed for high personalization, targeting financial results and positive social impact, with particular expertise in serving women's financial needs.
Top Holdings
Equity Positions (393)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 10.20% | $63.9M | 210,393 | $175.84 | $303.93 | -$292.1M |
F FRDM | EA SERIES TRUST | 7.35% | $46.1M | 1,140,983 | $39.02 | $40.40 | +$38.9M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.46% | $34.2M | 600,028 | $43.68 | $57.01 | -$144.4M |
B BND | VANGUARD BD INDEX FDS | 2.92% | $18.3M | 248,394 | $78.90 | $73.63 | -$34.4M |
S SUB | ISHARES TR | 2.67% | $16.8M | 157,618 | $106.82 | $106.34 | -$39.3M |