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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.
Latest 13F Filing Activity
Ellevest, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 393 equity positions with a total 13F market value of $627M. The fund increased holdings in Ea Series Trust, Netflix Inc., Microsoft Corp. among other positions. Ellevest, Inc. reduced exposure to Vanguard Index FDS, Vanguard Tax-managed FDS, Ishares TR among others.
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 |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Pensacola, FL , United States | |
 | Portfolio Manager | Denver, CO , United States | |
 | CEO and Chief Investment Officer | CA , United States | |
 | Wealth and Investment Manager | San Jose, CA , United States | |
 | Senior Investment Associate | United States |
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