Ellevest Information

View Top Employees from Ellevest

Founded in 2014, Ellevest is a financial services company on a mission to get more money in the hands of women, their families, and the next generation through personalized, intentional wealth management, and financial planning.

Website	http://www.ellevest.com
Revenue	$21 million
Funding	$141.6 million
Employees	47 (31 on RocketReach)
Founded	2014
Address	48 W 25th St Fl 6, New York, New York 10010, US
Phone	+1 844-355-7100
Technologies	JavaScript , HTML , Twitter +60 more (view full list)
Industry	Financial Services, Investment Banking, Personal Finance, Finance, Impact Investing, Investment Advice, Lending and Investments, Software, Women's, Portfolio Management
Web Rank	241570
Web Visits	183070
Keywords	Women Investing, Financial Planning Women, Women Financial Planning, Build Wealth Women, Wealth Building Women, Investing For Women, Female Financial Advisor, Retirement Planning Women, Financial Goals Women, Women's Financial Goals
Competitors	Betterment, Wealthfront, Fidelity Investments, Schwab Advisor Services, Vanguard, Acorns, Merrill Lynch, ETRADE Bank c/o ETRADE Financial, LLC, TD Ameritrade, Robinhood +34 more (view full list)
SIC	SIC Code 737 Companies, SIC Code 73 Companies
NAICS	NAICS Code 5231 Companies, NAICS Code 523 Companies, NAICS Code 522 Companies, NAICS Code 52 Companies, NAICS Code 51 Companies, NAICS Code 513 Companies, NAICS Code 5221 Companies

Ellevest Questions

What is the annual revenue of Ellevest?

The Ellevest annual revenue was $21 million in 2026.

Who is the CEO and Chief Investment Officer of Ellevest?

Sylvia Kwan is the CEO and Chief Investment Officer of Ellevest.

How many people are employed at Ellevest?

31 people are employed at Ellevest.

Where is Ellevest based?

Ellevest is based in New York, New York.

What is the NAICS code for Ellevest?

The NAICS codes for Ellevest are [5231, 523, 522, 52, 51, 513, 5221].

What is the SIC code for Ellevest?

The SIC codes for Ellevest are [737, 73].

Top Ellevest Employees

Sylvia Kwan

CEO and Chief Investment Officer at Ellevest

California, United States
4
- yahoo.com
- simplysmartassets.com
- ellevest.com
- grinnell.edu
3
- +1 415-397-XXXX
- +1 415-346-XXXX
- +1 401-524-XXXX
Michael Barnes

Chief Operating Officer at Ellevest

New York, NY, US
2
- gmail.com
- ellevest.com
3
- +1 413-222-XXXX
- +1 646-280-XXXX
- +1 212-281-XXXX
Ankur Patel

Chief Investment Officer at Ellevest

Monroe Township, NJ, US
4
- gmail.com
- yahoo.com
- hotmail.com
- ellevest.com
5
- +1 732-225-XXXX
- +1 215-805-XXXX
- +1 717-645-XXXX
- +1 717-579-XXXX
- +1 717-939-XXXX
Emily Green

Head of Wealth Management | Advisor at Ellevest

New York, NY, US
2
- gmail.com
- ellevest.com
4
- +1 646-932-XXXX
- +1 201-247-XXXX
- +1 727-548-XXXX
- +1 773-315-XXXX
Ashley Bleckner

Managing Director, Private Wealth Advisor at Ellevest

San Diego, CA, US
2
- gmail.com
- ellevest.com
3
- +1 949-365-XXXX
- +1 419-262-XXXX
- +1 419-882-XXXX
Sallie Krawcheck

Chief Executive Officer and Co-Founder of Ellevest at Ellevest

New York, New York, United States
2
- gmail.com
- ellevest.com
2
- +1 917-767-XXXX
- +1 843-883-XXXX
Joanna Curran

People Operations at Ellevest

New York, NY, US
2
- gmail.com
- ellevest.com
5+
- +1 901-937-XXXX
- +1 917-639-XXXX
- +1 914-273-XXXX
- +1 646-616-XXXX
- +1 212-810-XXXX
- +1 914-450-XXXX
Kristen Goodman

Senior Portfolio Manager at Ellevest

Denver, CO, US
1
- ellevest.com
3
- +1 508-838-XXXX
- +1 508-543-XXXX
- +1 508-527-XXXX
Alondra Garcia

Senior Portfolio Manager at Ellevest

United States
2
- ellevest.com
- gmail.com
4
- +1 334-705-XXXX
- +1 405-448-XXXX
- +1 561-502-XXXX
- +1 915-929-XXXX
Hannah Steendam

Director of Client Services at Ellevest

Denver, CO, US
2
- ellevest.com
- gmail.com
2
- +1 212-476-XXXX
- +1 201-572-XXXX