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Ellevest

Ellevest
2014 FOUNDED
PRIVATE STATUS
31-40 EMPLOYEES
Series A1 LATEST DEAL TYPE
$28M LATEST DEAL AMOUNT
39 INVESTORS
Description

Provider of a digital investment platform designed to help women take control of their investments easily. The company's platform uses a proprietary algorithm that incorporates women's unique salary peaks, assets, recommends, goal-specific portfolios, target amounts and savings for a completely customized investment plan, enabling female investors to prioritize their financial goals and make money in the markets.

Formerly Known As
Ellevate Financial
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Asset Management
Other Financial Services
Primary Office
  • 48 West 25th Street
  • 6th Floor
  • New York, NY 10010
  • United States

+1 (844) 000-0000
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Ellevest Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Early Stage VC (Series A1) 26-Mar-2019 $28M 000.00 00000 Completed Generating Revenue
2. Early Stage VC (Series A) 01-Jul-2017 000.00 000.00 000.00 Completed Generating Revenue
1. Seed Round 28-Sep-2015 $10M $10M Completed Startup
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Ellevest Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion
Price
% Owned
Series A-1 00,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
Series A 00,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
To view this company’s complete Cap Table, request access »

Ellevest Competitors (14)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Betterment Venture Capital-Backed New York, NY 000 00000 00000000000 00000
000000000 Venture Capital-Backed New York, NY 00 00.000 000000000000 00.000
00000000 0000000 Venture Capital-Backed Redwood City, CA 000 00000 00000000000 00000
00000 (000000000 0 Venture Capital-Backed Rancho Cordova, CA 000 00000 00000000000 00000
000000000000 Venture Capital-Backed Toronto, Canada 000 00000 0000000000 0 00000
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Ellevest Investors (39)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
Alumni Ventures Group Venture Capital Minority 000 0000 000000 0
Eric Schmidt Angel (individual) Minority 000 0000 000000 0
GingerBread Capital Venture Capital Minority 000 0000 000000 0
MasterCard Corporation Minority 000 0000 000000 0
PayPal Holdings Corporation Minority 000 0000 000000 0
You’re viewing 5 of 39 investors. Get the full list »

Ellevest Executive Team (10)

Name Title Board
Seat
Contact
Info
Sallie Krawcheck Co-Founder, Chief Executive Officer & Board Member
Charles Kroll Co-Founder, President & Board Member
Neshie Tiwari Chief Compliance Officer
Melissa Cullens Chief Design Officer
Sylvia Kwan Ph.D Chief Investment Officer

1 Former Executive

You’re viewing 5 of 10 executives. Get the full list »

Ellevest Board Members (4)

Name Representing Role Since Contact
Info
Catherine Odelbo Morningstar Board Member 000 0000
Charles Kroll Ellevest Co-Founder, President & Board Member 000 0000
Jenny Abramson Rethink Impact Board Member 000 0000
Sallie Krawcheck Ellevest Co-Founder, Chief Executive Officer & Board Member 000 0000