Ellevest is a fintech company focused on providing women with a range of services including private wealth management as well as a monthly membership that provides access to personalized investing tools, banking services, coaching expertise, and learning resources. This company was founded in 2014 by Sallie Krawcheck, Monique Idllett-Mosley, and Charles Kroll and is headquartered in New York, NY.
Funding Date | Share Class | Amount Raised | Price per Share | Post-Money Valuation | Key Investors | |
---|---|---|---|---|---|---|
04/06/2022 | Series B | $53MM | $xx.xx | $364.36MM | Allianz Life Ventures, Ame Cloud Ventures, Astia Venture Fund, Bmo, Cleo Capital, Contour Venture Partners, Elaine Wynn, Envestnet, Gaingels, Halogen Ventures, Khosla, Morningstar, New York Ventures Of Empire State Development, Paypal Ventures, Pivotal Ventures, Rethink Impact Spv, Salesforce Ventures, Stardust Equity, The Venture Collective | |
Price per Share
$xx.xx
Shares Outstanding
8,784,987
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Allianz Life Ventures, Ame Cloud Ventures, Astia Venture Fund, Bmo, Cleo Capital, Contour Venture Partners, Elaine Wynn, Envestnet, Gaingels, Halogen Ventures, Khosla, Morningstar, New York Ventures Of Empire State Development, Paypal Ventures, Pivotal Ventures, Rethink Impact Spv, Salesforce Ventures, Stardust Equity, The Venture Collective
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11/24/2020 | Series A-2 | $12.31MM | $xx.xx | $198.06MM | Allianz Life Ventures | |
Price per Share
$xx.xx
Shares Outstanding
3,181,770
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Allianz Life Ventures
|
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03/28/2019 | Series A-1 | $34.85MM | $xx.xx | $163.18MM | Aspect Ventures, Astia Angels, Creditease Fintech Investment Fund, Elaine Wynn, Eric Schmidt, Gingerbread Capital, Khosla Ventures, Mastercard, Morningstar, Paypal, Pivotal Ventures, Ulu Ventures, Valerie Jarrett | |
Price per Share
$xx.xx
Shares Outstanding
10,666,111
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Aspect Ventures, Astia Angels, Creditease Fintech Investment Fund, Elaine Wynn, Eric Schmidt, Gingerbread Capital, Khosla Ventures, Mastercard, Morningstar, Paypal, Pivotal Ventures, Ulu Ventures, Valerie Jarrett
|
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09/18/2017 | Series A | $37.05MM | $xx.xx | $82.33MM | Astia Angels, Countour Venture Partners, Creditease Fintech Investment Fund, Khosla Ventures, Lh Holdings, Mellody Hobson, Morningstar, Psp Growth, Rethink Impact, Salesforce Ventures, Sk Impact Fund, Ulu Ventures | |
Price per Share
$xx.xx
Shares Outstanding
14,305,093
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Astia Angels, Countour Venture Partners, Creditease Fintech Investment Fund, Khosla Ventures, Lh Holdings, Mellody Hobson, Morningstar, Psp Growth, Rethink Impact, Salesforce Ventures, Sk Impact Fund, Ulu Ventures
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