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Your financial future starts today
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Explore our online investing plan:
Up to five goal-specific accounts and portfolios built to your money goals
Retirement planning
Tax minimization and automatic rebalancing
Exclusive discount on 1:1 financial guidance
Up to five goal-specific accounts and portfolios built to your money goals
Retirement planning
Tax minimization and automatic rebalancing
Exclusive discount on 1:1 financial guidance
Diversified investment portfolio built for your money goal
Retirement planning
Tax minimization and automatic rebalancing
What to expect from your Ellevest digital portfolio
Each portfolio is built by a team of experts in women’s wealth who put your best interests first. (Quite literally, because Ellevest is a fiduciary.)
Investing with women’s needs in mind.
Where your automated deposits go to work toward your future.
Monthly updates from Ellevest Chief Investment Officer Dr. Sylvia Kwan.
How online investing works at Ellevest
You’ll answer a few questions about yourself and your financial goals.
We’ll build you an investment strategy to help you reach your financial goals.
We invest your money in a diversified, risk-optimized portfolio across 21 asset classes.
Looking for Ellevest Private Wealth?
Learn more about pricing for our wealth management offering featuring personalized financial planning and dedicated investment management.
Connect with an advisorWe get these questions a lot
We offer financial guidance in different ways. An Ellevest plan includes self-guided financial resources like worksheets, spreadsheets, email courses, plus workshops led by our all-women financial planning team. Clients also enjoy up to a 50% discount on all 1:1 financial planning sessions with our CFP® pros, in case you’re looking for more personalized and in-depth guidance.
We offer 1:1 financial planning at an additional cost, but Ellevest clients receive up to 50% off all sessions. Each session costs one flat fee — and, unlike other firms, we don’t ask you to move any assets over to Ellevest to work with our planners.