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Secondary Marketplace / Trade Private Companies / Buy and Sell Ellevest Stock

Ellevest Stock

ellevest.comFinTech / Other FintechFounded: 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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Ellevest investors also invested in these private companies

Alumni Ventures
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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

Ellevest stock FAQs

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Can you buy Ellevest stock?

As Ellevest is not publicly traded, purchasing its stock is not available to everyone. To buy the stock of a private company like Ellevest, you must be an accredited investor. If you meet the accreditation criteria, you can register for Forge’s Secondary Marketplace to buy private market stock. If you are not an accredited investor, discover how to begin the process to potentially qualify for new investment opportunities.
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How to buy Ellevest stock?

To invest in a private company like Ellevest through Forge, you must first qualify as an accredited investor. (Learn more about the accreditation process.)
  1. Create a free account to access Forge’s marketplace.
  2. Express your interest in specific investments. Within Forge Markets, you will find detailed pricing and financing information for thousands of private companies.
  3. Throughout this process, a dedicated Forge Private Market Specialist will be available to address any questions you may have and to guide you seamlessly through each step of the transaction.
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Can you sell Ellevest stock?

Yes, you may be able to sell your Ellevest stock, subject to certain conditions. Forge can help you facilitate the sale of your stock in a manner that aligns with your needs and the company's interests. If you are looking for liquidity, register with us today to begin the process. A dedicated Forge Private Market Specialist will be available to address any questions you may have along the way.
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How to sell Ellevest stock?

If you hold private company shares of - whether as an employee or an early investor - Forge can help you sell them.
  1. Create a free Forge account, this will give you access to Forge’s marketplace and to one of our experienced Private Market Specialist to answer any questions you might have.
  2. Indicate your interest to sell your Ellevest stock on our platform.
  3. Work with your dedicated Private Market Specialist who'll help guide you through every step of the transaction.
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Is Ellevest a public company?

No, Ellevest is a privately held company and is currently not publicly traded on any stock markets including NYSE or NASDAQ.
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What is Ellevest’s stock price?

Ellevest is a privately held company and therefore does not have a public stock price. However, you may access Ellevest’s private market stock price with Forge Data.
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What is Ellevest’s stock ticker symbol?

Ellevest does not have an official ticker symbol because this company is not currently publicly traded.
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Can institutional investors buy and sell private market stocks?

Yes. As one of the largest trading platform for the private market, Forge helps institutional investors seek liquidity as they buy and sell private stock for their portfolios or their clients. Our private market specialists have decades of experience working with institutional firms. Learn more or register today to get started.

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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…
Business Wire 03/28/2019

Ellevest Raises $33 Million to Help Women Unleash Their Financial Power

Ellevest, the digital investment platform built by women, for women, announced today that it closed a $33 million funding round.
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Updated on: Jul 26, 2024

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