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Ellevest

Ellevest

Private
New York City, New YorkFinTechhttps://www.ellevest.com/

Last Round

Series B

Apr 6, 2022

Est. Valuation

$364.36M

Total Funding Raised

$161.9M

Company Overview

Ellevest is a financial services company that provides personalized wealth management and financial planning services tailored to empower women in managing their investments.

Sector

FinTech

Verticals

Personal Finance, Digital Banking, Wealth Management, Subscription Commerce

Business Model

B2C

Customer Profile

Services & Consulting, Subscription SaaS

AI Layer

Non-AI

Keywords

financial coachingwomen's financefinancial wellnessfinancial planningfemtechbanking serviceswealth managementfinancial educationmembership platformmoney coachneobanksubscription financefinancial empowerment

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Ellevest Comps

Public and private peers based on sector, stage, and business model.

Ellevest comps — public and private peers by sector, stage, and business model
CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Ellevest Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series BApr 6, 2022
Series A ExtensionNov 24, 2020
Series AMar 28, 2019
Series ASep 18, 2017
Early FundingSep 15, 2016
Seed
Sep 1, 2015

Key People

Founding team and executive leadership

Michael Barnes

Chief Operating Officer

Executive Team

Ellevest Investors

Notable investors and investment history

Ellevest investors
InvestorRounds
PayPal VenturesSeries B
Cleo CapitalSeries B
Khosla VenturesSeries A, Series B, Early Funding
Contour Venture PartnersSeries A, Seed, Series B
GaingelsSeries B
Pivotal VenturesSeries A, Series B
Aspect VenturesSeries A, Early Funding

Market signals

Structured signals derived from secondary market and firmographic data.

  • Sep 16, 2025

    Added Onezypher LTD, a startup in Technology/Data.

  • Feb 1, 2025

    Automated investing business acquired by Betterment for Business.

Ellevest Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Ellevest Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Ellevest's valuation, stock price, and market status.

Firmographic Details

HeadquartersNew York City, New York
Employee Range50
Year Founded2014
Last FundingApr 6, 2022

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