Ellevest

Ellevest

Financial-Services

Company Tagline

We help women build and manage their wealth through investing, wealth management, and financial planning.

Industry Category
Financial-Services
Company Description

Ellevest is a premier financial services company dedicated to empowering women through comprehensive wealth building and management solutions. Specializing in investment strategies, wealth management, and financial planning, Ellevest offers tailored services designed to meet the unique needs of its clients. Ellevest is committed to providing expert guidance and innovative tools to help women achieve their financial goals.

With a focus on personal finance and portfolio management, Ellevest leverages cutting-edge software and investment advice to deliver exceptional results. The company's approach is centered around creating personalized financial plans that align with each client's individual circumstances and aspirations. Ellevest’s dedication to excellence has positioned it as a leader in the financial services industry.

Located primarily in New York, NY, US, Ellevest is continually expanding its services and reach to better serve its growing client base. The team at Ellevest is driven by a passion for helping women build secure financial futures. We invite the management team at Ellevest to further enhance your company’s presence on our platform with a customized company showcase and detailed product listings.

Key Personnel / Employees
Sylvia S. Kwan CFA CAIA Catherine Odelbo Mitch Brooks Ludwig Pierre Schulze Rebecca Bradshaw Palmer CFP® (Head of Guidance at Fruitful)

Compare Companies Side by Side

Compare Ellevest with 3 companies in Financial-Services

4 Companies
Comparison Field
Ellevest
Ellevest
Main Company
AR Digital Wealth
AR Digital Wealth
View Profile
TheONEGroup
TheONEGroup
View Profile
Focus Wealth Advisers
Focus Wealth Adviser...
View Profile
Founded Year
2010 2020
Company Size
51-200 11-50 2-10
City
Mumbai, Maharashtra Moss Vale, NSW
Country
India
Skills & Keywords Comparing with main company
8 Total Skills
Financial Services Wealth Management Investment Strategies Financial Planning Personal Finance Portfolio Management Investment Advice Software
19 Total 2 Common 17 Unique
Match 25%
Common Skills:
Financial Planning Wealth Management
Unique Skills:
Debentures Emerging HNI's Equity Markets Financial Advisory Financial Markets HNI +11
11 Total 1 Common 10 Unique
Match 13%
Common Skills:
Financial Planning
Unique Skills:
Alternative Investments Commodity Trading Corporate Services Debt Management Estate Planning Insurance +4
9 Total 1 Common 8 Unique
Match 13%
Common Skills:
Financial Planning
Unique Skills:
Accounting Business Advisory Financial Advice Financial Education Retirement Planning SMSF +2
4
Total Companies
2010
Oldest Founded
1
Countries
43
Unique Skills

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Alternative Company Names

This company is also known as

Ellevest 埃尔维斯特 एलेवेस्ट إليفست Эллевест