Ellevest, a robo advisory platform focussed on women, has rolled out an expanded suite of products and services, for wealthy investors.

The new products are Ellevest Digital, Ellevest Premium, and Private Wealth Management Services. Ellevest Digital does not require any minimum or maximum amount to open an account. It will charge investors an annual fee of 0.25% of assets invested.

Go deeper with GlobalData

Data Insights

The gold standard of business intelligence.

Find out more

The product offers personalised investment portfolios to meet specific goals of each client and tax minimisation strategies.

Ellevest Premium incorporates all the features of Ellevest Digital, in addition to 1:1 personalised guidance by certified financial planners and 1:1 executive career coaching through an agreement with Forshay. The product will charge a fee of 0.50% per year and require a minimum of $50,000 to open an account but no maximum.

Ellevest Private Wealth Management will meet the needs of women with $1,000,000 or more of investable assets. It will also offer investors access to a dedicated private wealth manager and investing options focused on social impact.

Ellevest co-founder and CEO Sallie Krawcheck said: “This year’s seemingly endless flow of headlines on sexual harassment has underscored the obstacles women continue to face to achieving financial success. Our clients’ passion around these issues inspires our work and drives our sense of urgency to provide women with access—at all stages of their lives—to the tools to help them close their gender money gaps.”

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

The launch of new products follow the company’s recent fund raising of $34.6m in September.