Ellevest Overview
- Year Founded
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2014
- Status
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Private
- Employees
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60
- Latest Deal Type
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2ndary - Private
- Investors
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49
Ellevest General Information
Description
Developer of a digital investment platform designed to help manage investments. The company's platform uses a proprietary algorithm that incorporates women's salary peaks, assets, recommendations, goal-specific portfolios, and savings for a completely customized investment plan, and also provides wealth management services, enabling female investors to prioritize financial goals and make money in the markets.
Contact Information
Website
www.ellevest.comCorporate Office
- 48 West 25th Street
- 6th Floor
- New York, NY 10010
- United States
Corporate Office
- 48 West 25th Street
- 6th Floor
- New York, NY 10010
- United States
Ellevest Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 8. Secondary Transaction - Private | 01-Jan-2026 | Completed | Generating Revenue | |||
| 7. Later Stage VC (Series C) | 01-Jan-2023 | Completed | Generating Revenue | |||
| 6. Later Stage VC (Series B) | Completed | Generating Revenue | ||||
| 5. Later Stage VC (Series B) | 22-Dec-2021 | Completed | Generating Revenue | |||
| 4. Later Stage VC (Series A2) | 12-Nov-2020 | Completed | Generating Revenue | |||
| 3. Accelerator/Incubator | 27-Jun-2019 | Completed | Generating Revenue | |||
| 2. Early Stage VC (Series A1) | 18-Sep-2017 | $33M | $43M | Completed | Generating Revenue | |
| 1. Early Stage VC (Series A) | 28-Sep-2015 | $10M | $10M | Completed | Generating Revenue |
Ellevest Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Series B | ||||||||
| Series A-2 | ||||||||
| Series A-1 | 10,666,111 | $0.001000 | 8% | $3.27 | $3.27 | 1x | $3.27 | 17.73% |
| Series A | 14,305,093 | $0.001000 | 8% | $2.59 | $2.59 | 1x | $2.59 | 23.77% |
VC Exit Predictor
See how our proprietary methodology utilizes historical data sets to synthesize the likelihood of an acquisition, IPO, or no exit event. Get a detailed look at the calculations behind our predictions.
Opportunity Score
Calculated using Exit Type probabilities, the company’s stage, and PitchBook’s historical returns data.
Exit Type
Evaluates the likelihood of a successful exit for investors, and the most likely exit type.
Ellevest Comparisons
Industry
Financing
Details
Ellevest Competitors (20)
One of Ellevest’s 20 competitors is Mount Lucas Management, a Formerly PE-Backed company based in Newtown, PA.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Mount Lucas Management | Formerly PE-Backed | Newtown, PA | ||||
| BlackRock | Corporation | New York, NY | ||||
| WeInvest | Venture Capital-Backed | Singapore, Singapore | ||||
| Betterment | Venture Capital-Backed | New York, NY | ||||
| Sarwa | Venture Capital-Backed | Abu Dhabi, United Arab Emirates |
Ellevest Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
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Verticals
Ellevest Patents
Ellevest Recent Patent Activity
| Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
|---|---|---|---|---|---|
| US-20170323386-A1 | Systems and methods for determining and dynamically adjusting risk capacity | Inactive | 06-May-2016 |
Ellevest Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Ellevest Investors (49)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| Altra Venture Partners | Venture Capital | Minority | ||
| Entrepreneur Ventures (Los Angeles) | Corporate Venture Capital | Minority | ||
| High Street Equity Partners | Venture Capital | Minority | ||
| Allianz Life Insurance Company of North America | Corporation | Minority | ||
| AME Cloud Ventures | Venture Capital | Minority |
Ellevest FAQs
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When was Ellevest founded?
Ellevest was founded in 2014.
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Where is Ellevest headquartered?
Ellevest is headquartered in New York, NY.
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What is the size of Ellevest?
Ellevest has 60 total employees.
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What industry is Ellevest in?
Ellevest’s primary industry is Asset Management.
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Is Ellevest a private or public company?
Ellevest is a Private company.
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What is Ellevest’s current revenue?
The current revenue for Ellevest is .
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How much funding has Ellevest raised over time?
Ellevest has raised $109M.
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Who are Ellevest’s investors?
Altra Venture Partners, Entrepreneur Ventures (Los Angeles), High Street Equity Partners, Allianz Life Insurance Company of North America, and AME Cloud Ventures are 5 of 49 investors who have invested in Ellevest.
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Who are Ellevest’s competitors?
Mount Lucas Management, BlackRock, WeInvest, Betterment, and Sarwa are some of the 20 competitors of Ellevest.
Data Transparency
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