Ellevest

Ellevest is a financial management platform created by women to cater to women. Apart from serving individuals, the platform also works with families and organisations to understand their goals and values. It then creates a customised portfolio and holistic investment strategy that is tax-optimised.

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About the business

Ellevest offers intentional impact portfolios and a climate-conscious impact strategy that aligns with your social and environmental standards. It provides access to private alternatives that offer both financial and social returns.

History

Ellevest was founded in 2014 by Sallie Krawcheck and Charlie Kroll. The platform launched in 2016. By March of 2021, the firm had $1 billion in assets under management.

About the owners and the team

Sallie Krawcheck is an accomplished Wall Street executive with over 25 years of experience in the financial services industry. She has served as CEO of Merrill Lynch, Smith Barney, and Citi Private.

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