Ellevest

wealthtech-retailrobo advisors

FOUNDING YEAR: 2014
LOCATION: United States
Last Update: 19/01/2021

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MEDICI Analysis

Ellevest is an automated platform that provides personalized investment plans for women. The company also provides goal based risk budgeting, trade-off tools and customized portfolio construction for its clients, and invests across ETFs.

Focus

PRODUCTS & SERVICES

Female focused robo-advisory platform for personalized portfolios

REVENUE MODEL

The company charges .2% fee for ETF funds and other service charges which range from (.15% to .8%). Ellevest clients pay a single fee for brokerage, custodial, investment advisory and other related services. This fee is 50 basis points (0.50%) per year.

MAIN CLIENTS

Retail Women Investors

Traction

VALUATION / MARKET CAP:

$66.67 M in 2016

COMPANY TYPE:

For Profit

TRACTION COMMENT:

Currently the company has $136,185 in assets under management across 40 accounts.(Sep 2016)

company provided insights
Web Traffic

Web Traffic

MONTHLY VISITS

155,257

AVERAGE VISITS (6 MONTHS)

174,547.02

MONTHLY VISITS GROWTH

-11.6%

VISIT DURATION

205

VISIT DURATION GROWTH

13.21%

PAGE VIEWS VISIT

3.72

PAGE VIEWS VISIT GROWTH

19.78%

BOUNCE RATE

45.72%

BOUNCE RATE GROWTH

-8.91%

GLOBAL TRAFFIC RANK

196,813

MONTHLY RANK CHANGE

-24,669

MONTHLY RANK GROWTH

-11.14%

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