Ellevest is a women-founded, women-led wealth management and financial planning firm headquartered in New York City, dedicated to closing the gender wealth gap. Founded in 2014 by Sallie Krawcheck and Charlie Kroll, the company provides personalized investment management and comprehensive financial planning services for high-net-worth individuals, families, and institutions.
Following the February 2025 transfer of its automated investing accounts to Betterment, Ellevest focuses exclusively on wealth management for clients with $500,000 or more in investable assets, and standalone financial planning engagements.
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