Ellevest

Financial ServicesNew York, United States11-50 Employees

Founded in 2014, Ellevest is a financial services firm dedicated to helping women and families build wealth through personalized, intentional wealth management, and financial planning.

Ellevest is an SEC-Registered Investment Advisor (RIA) that has been named one of the fastest-growing fee-only RIAs in the US with assets of over $1 billion.* Our team of women investment professionals offers sophisticated financial advice and strategy.

Ellevest’s investment philosophy focuses on what we can control — managing risk through diversification and minimizing costs and taxes where possible — not on stock picking or trying to time the market.

Investing and financial planning based on your goals: We take the time to learn about you and your household, identify your goals, and build your investment plan and strategy accordingly.

Values aligned investing: We select investments across stocks, bonds, and alternatives that align with your values without sacrificing returns. Our curated lineup of impact private funds are specifically chosen to be additive to your investment portfolio while generating positive social, economic, and/or environmental impact.

Holistic, total portfolio approach: We manage your assets considering your entire portfolio, not just the assets you hold with us.

Tax optimization: We manage your portfolio considering your tax posture and the cost basis of your investments.

*Investment News provided this rating on November 30, 2023 based on data reported to the Securities and Exchange Commission from 2020 to 2023.  To qualify, a firm must have met several criteria, including managing a certain amount of assets and receiving only certain types of compensation. Please see www.investmentnews.com/best-in-wealth/fastest-growing-fee-only-rias/246390 for additional information.  Ellevest did not provide Investment News any compensation for this rating.

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