Ellevest Employee Directory
Financial ServicesNew York, United States11-50 Employees
Ellevest is a financial services firm based in New York, New York, founded in 2014, dedicated to helping women and families build wealth through personalized wealth management and financial planning. It is an SEC-Registered Investment Advisor and has been identified as one of the fastest-growing fee-only RIAs in the US, with assets surpassing $1 billion, supported by a team of women investment professionals. The firm's investment philosophy centers on risk management through diversification and cost and tax efficiency, rather than stock picking or market timing. Its approach to investing combines goal-based planning with a holistic view of the entire portfolio, including values-aligned investments and, where appropriate, impact private funds.
1-888-653-2347 
support@leadiq.com 
