Remote Jobs at Ellevest

Ellevest

11 - 50 employees

Founded 2014

💸 Finance

💳 Fintech

👥 B2C

💰 $53M Series B - Ellevest on 2022-04

Finance • Fintech • B2C

Ellevest is a women-founded, women-led financial services firm and SEC-registered investment adviser (RIA) focused on closing the gender wealth gap by providing personalized wealth management and financial planning for women and families. Founded in 2014, Ellevest offers full-service wealth management (Personal Wealth Management for clients with $500,000+ and Private Wealth Management for $1M+), standalone financial planning for a flat annual fee ($4,800), and a values-aligned, tax-aware investment approach that emphasizes diversification and fiduciary care. The company positions itself as a fiduciary adviser, provides goal-based and impact investing options including curated private funds, and discloses assets under management above $1 billion; it also discontinued its automated digital investing product in 2025 and transitioned qualifying accounts to Betterment. Ellevest’s services are targeted primarily at individual consumers (women and families) seeking advice, portfolio management, and planning tailored to gender-specific financial realities.