Company
Ellevest
Wealth management tailored to you
Also known as Ellevest, Inc.
- Status
- Operatingas of 2026-09-18
- Business model
- B2C
- Founded
- 2014
- Customers
- high and ultra high net worth individuals, families, and institutions
- Legal name
- Ellevest, Inc.
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Record updated 28 September 2026
About
Founded in 2014, Ellevest is a financial services company on a mission to get more money in the hands of women, their families, and the next generation through personalized, intentional wealth management, and financial planning.
Funding snapshot
- Total raised
- $81.3MSEC form D sum, as of 2026-09-28Source (opens in a new tab)
- Latest round
- Round, $12.3M2020-10-30
Funding rounds
- Round, 2020
- $12.3M2020-10-30, SEC form D sold, 21 investors
- Round, 2019
- $34.5M2019-03-11, SEC form D sold, 38 investors
- Round, 2018
- $26K2018-10-12, SEC form D sold, 2 investors
- Round, 2017
- $32.5M2017-08-04, SEC form D sold, 25 investors
- Round, 2015
- $2M2015-05-21, SEC form D sold, 10 investors
Products
- Web
- Financial Planning
- Web
- Wealth Management
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