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Trading / Browse Companies / Ellevest Stock

Ellevest Stock

ellevest.comFinTechFounded: 2014Funding to Date: $137.21MM

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.

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Enterprise Value (based on primary financings)

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Ellevest investors also invested in these private companies

Alumni Ventures
AME Cloud Ventures
Contour Venture Partners
Allianz Life Ventures
Rethink Capital Partners
BMO Financial Group
Cleo Capital

Team

Management Team

Sylvia Kwan Ph.D
Chief Investment Officer
Melissa Cullens
Chief Design Officer
Rajesh Jayaraman
Chief Technology Officer
Sallie Krawcheck
Co-Founder, Co-Chief Executive Officer & Board Member
Monique Idllett-Mosley
Co-Founder & Chief Executive Officer
Giselle Asuncion
Chief Compliance Officer & Counsel
Alexandria Stried
Chief Product Officer & Vice President of Product Management

Board Members

Catherine Odelbo
Morningstar
Jenny Abramson
Rethink Impact
Jenny Abramson
Board Member
Rochelle King
Board Member

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News

Finextra 11/24/2020
Ellevest partners with Dosh to offer cashback rewards
Ellevest, the financial company built by women, for women, announced today that through their partnership with Dosh, the fastest-growing card-linked offer platform, members can now earn automatic cash back when they shop thousands of local and national brands with the Ellevest debit card.
Yahoo! Finance 07/23/2020
Investors should ‘transition away from the bad actors’ to help close the wealth gap: Kate Krieger, Ellevest
Kate Krieger, Ellevest Private Wealth Financial Advisor joins Yahoo Finance’s The First Trade with Alexis Christoforous, Brian Sozzi and Dan Roberts to discuss how a new offering, Ellevest Intentional Impact portfolios, and how investors can help diverse their portfolio to invest in their values and beliefs.
Techcrunch 06/24/2020
Digital investing platform for women, Ellevest, expands into banking – TechCrunch
Ellevest, a company whose focus has been on closing the gender investing gap by way of a financial planning service aimed at women, is today expanding into banking. The company this morning announced a new membership plan which encompasses one-on-one financial and career coaching, member-only works…

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