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Ellevest

Ellevest?uq=UG6efJS6
2014 FOUNDED
PRIVATE STATUS
31-40 EMPLOYEES
Series A LATEST DEAL TYPE
$34.6M LATEST DEAL AMOUNT
27 INVESTORS
Description

Provider of a digital investment platform designed to help women take control of their investments. The company's digital financial advisory platform uses a proprietary algorithm that incorporates women's unique salary peaks and assets and recommends goal-specific portfolios, target amounts, 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 Financials, Inc.
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Asset Management
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
2. Early Stage VC (Series A) 01-Jul-2017 $34.6M 000.00 000.00 Completed Generating Revenue
1. Seed Round 28-Sep-2015 0000 0000 Completed Stealth
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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 00,000,000 00.000000 00 00.00 00.00 00 00.00 000
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Ellevest Investors (27)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
Aspect Ventures Venture Capital Minority 000 0000 000000 0
Astia Angel Group Minority 000 0000 000000 0
Astia Angels Angel Group Minority 000 0000 000000 0
Contour Venture Partners Venture Capital Minority 000 0000 000000 0
CreditEase Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 27 investors. Get the full list »

Ellevest Executive Team (10)

Name Title Board
Seat
Contact
Info
Sallie Krawcheck Co-Founder, Chairman & Board Member
Charles Kroll Co-Founder, President, Chief Operating Officer & 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 (3)

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