Ellevest, Inc.

Ellevest, Inc.

Ellevest, Inc.

Overview
Date Founded

2014

Headquarters

48 West 25th Street,6th floor,New York, NY 10010-2786

Type of Company

Private

Employees (Worldwide)

11 - 50

Industries

Investment Services & Portfolio Management
Holding Companies
Accounting & Financial Services

Company Description

Ellevest, Inc. provides investment advisory and portfolio management services. The firm manages separate client-focused portfolios. It employs fundamental analysis along with top-down approach to create its portfolios. The company was founded by Sallie Lee Krawcheck and Charlie Kroll in November 2014 and is headquartered in New York, NY.

Executives & Employees

Chief Executive Officer, Co-Founder

Co-Founder

Chief Investment Officer

Chief Compliance Officer

Chief Design Officer

Chief Product Officer

Director of Client Experience

Vice President of Operations

Senior Product Designer

Board of Directors

Chief Executive Officer, Co-Founder at Ellevest, Inc.

Co-Founder at Ellevest, Inc.

Managing Partner, Rethink Impact at Seavest Investment Group LLC

Former Executive Vice President, Corporate Strategy & Partnerships at Morningstar, Inc.

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Ellevest, Inc.
Recent Transactions
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Ellevest, Inc. raised money in a private placement transaction

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Ellevest, Inc. raised money in a private placement transaction

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Ellevest, Inc. raised money in a private placement transaction

Investors
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Rethink Impact is the largest, US-based impact venture capital firm with a gender lens that invests in female leaders using technology to solve the world’s biggest problems. Rethink Impact believes that the next generation of extraordinary companies (in health, environmental sustainability, education, and economic empowerment) will find success through their relentless pursuit of mission, for the benefit of all communities.

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Ulu Ventures focuses on investments in early-stage Internet-enabled consumer and business services, digital media, mobile and on-line advertising companies. The firm looks for companies with understandable, high margin business models and attractive market opportunities that are a strategic fit with their existing strategic relationships. Ulu Ventures is particularly interested in companies that can create synergies with their existing portfolio companies. The firm typically partners with other angel investment groups or venture capital firms to cumulatively invest from $500,000 to $1 million. Ulu Ventures focuses on investments in companies and opportunities located in the San Francisco Bay region of the US.

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