Ellevest
PrivateLast 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
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Ellevest Comparables
Compare Ellevest with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Sequin | 74% | |
| Clever Girl Finance | 71% | |
| LXME | 68% | |
Ellevest Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Apr 6, 2022 | ||||
| Series A Extension | Nov 24, 2020 | ||||
| Series A | Mar 28, 2019 | ||||
| Series A | Sep 18, 2017 | ||||
| Early Funding | Sep 15, 2016 | ||||
Seed | Sep 1, 2015 |
Ellevest Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| PayPal Ventures | Series B |
| Cleo Capital | Series B |
| Khosla Ventures | Series A, Series B, Early Funding |
| Contour Venture Partners | Series A, Seed, Series B |
| Gaingels | Series B |
| Pivotal Ventures | Series A, Series B |
| Aspect Ventures | Series 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.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Ellevest's valuation, stock price, and market status.