Ellevest Review: A Financial Company For Women, By Women

Ellevest is a financial company for women, by women!

They are a robo-advisor that puts more money in the hands of women with personalized investing products.

Ellevest Features

Ellevest Investing

They help you create and manage a personalized investment portfolio for their members using a proprietary algorithm which factors in pay gaps, career breaks and average lifespans. In tries to take into account all the realistic differences between men and women.

If you want to invest intentionally, you would be better off choosing an Ellevest Impact Portfolio, it was developed with up to 53% ESG and impact funds. When you select the Impact Portfolio, you support:

• Women in Leadership: Invest in companies that have women in leadership roles and policies that advance women
• Community Development: Invest in funds that support loans for affordable housing and community services
• Sustainable Practices: Invest in companies with higher standards for ethical and sustainability practices

Ellevest Learning

When you use Ellevest they help you better invest by providing quick tips, challenges and workshops to help you do more for you money and your career. Using their personalized progress reports keep you and your financial goals on track. You can also find useful tips, videos and articles in the Ellevest app.

Email courses and guides are offered so you can go at your own pace and you can learn from Ellevest’s team of financial planners/career coaches by attending digital workshops.

Ellevest Coaching

They offer a la carte one-on-one sessions with financial planners and career coaches that are designed to help their clients prioritize your goals and build strengths.

Ellevest coaching sessions are available at a discount, up to 50% depending on your Money Membership.

Ellevest Retirement

On average, women retire with two-thirds as much money as men, but live six to eight years longer. It’s important to recognize these differences and plan for them.

Ellevest makes preparing for retirement easy by taking into account pay gaps, career breaks and average lifespans, recommending exactly how much you should save by the time you retire and making adjustments as you get closer to retirement.

Ellevest Banking

Their spend account comes with a Mastercard World debit card. This card provides unlimited ATM fee refunds with direct deposit, and there are no overdraft, minimum balance, transfer or card replacement fees.

Each time you choose to use your Ellevest debit card, you can choose to automatically round up your spare change into your save account.

Ellevest Money Memberships & Pricing

Author’s Verdict

Ellevest is a great for women who want a personal touch when it comes to investing and overall money management.

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HSBC Bank Promotions: $1,000, $2,000, $3000 Checking & Savings Bonus (Nationwide)

Chase Coupon Codes 2025 ($100, $200, $300, $400, $500, $700, $2000 Checking Bonuses)

U.S. Bank Promotions 2025: $450, $500, $900 Personal Checking & Business Bonuses

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