Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive WhatsApp community where you can engage in discussions with global industry experts!
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.
PRODUCTS & SERVICES
Female focused robo-advisory platform for personalized portfolios
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.
Retail Women Investors
VALUATION / MARKET CAP:
$66.67 M in 2016
Currently the company has $136,185 in assets under management across 40 accounts.(Sep 2016)
NUMBER OF EMPLOYEES
DATE OF LAST FUNDING
TOTAL FUNDING COMMENT
Venture funding: $9 M in 2016.
SERIES A · $33 M · Mar 2019
Sign up for 7 days free trial with MEDICI Inner Circle to follow and track profiles you care about.