Ellevest is a financial services company built by women, for women. They’re on a mission to get more money in the hands of women+.

Finance

Personal Finance

Ellevest

Ellevest's headquarters in New York, NY, United States

Sylvia Kwan

Stacy Hoover

Emily Green

Ashley Bleckner

Elizabeth Grier

Ankur Patel

Sharon J. Kaufman

The Client Services Team at Ellevest is dedicated to providing exceptional support and personalized financial guidance to clients. This team, consisting of experienced professionals like Private Wealth Advisors and Client Experience Managers, ensures that clients receive tailored investment strategies, answer inquiries efficiently, and foster long-term relationships that empower women to take charge of their financial futures.

Client Services Team

The Financial Operations Team at Ellevest is responsible for optimizing and managing the company’s financial processes and investment strategies. Their work includes overseeing financial planning, investment operations, and wealth management, ensuring efficient and effective resource allocation to support the mission of empowering women with better financial tools and advice. They collaborate closely to deliver tailored financial solutions and strategic insights that align with the unique needs of women+ investors.

Financial Operations Team

The Leadership Team at Ellevest is responsible for setting the strategic direction and vision of the company, ensuring financial health, and driving investment decisions that align with Ellevest's mission to empower women in their financial journeys. This team collaborates to foster an inclusive workplace culture, enhance customer experience, and innovate financial solutions tailored for women+.

Leadership Team

The Marketing and Branding Team at Ellevest is dedicated to amplifying the company's mission of empowering women with financial education and resources. They strategize and execute campaigns that resonate with women+ audiences, creating compelling content and building a strong brand presence through various channels, including social media, experiential marketing, and targeted acquisition efforts. This team collaborates to ensure Ellevest’s messaging is impactful, engaging, and aligned with the company’s vision of financial empowerment.

Marketing and Branding Team

The Product Development Team at Ellevest is responsible for designing and building innovative financial solutions tailored to women's needs. They collaborate across disciplines to enhance user experience, develop new features, and ensure the seamless integration of technology that empowers women to manage their finances effectively. Their focus is on creating products that align with Ellevest's mission to enhance financial literacy and independence for women+.

Ellevest

Org chart

Teams

Client Services Team

Financial Operations Team

Leadership Team

Marketing and Branding Team

Product Development Team

Offices

Ellevest

Org chart

Teams

Client Services Team

Financial Operations Team

Leadership Team

Marketing and Branding Team

Product Development Team

Offices

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