

Ellevest Overview
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Ellevest
Summary
Ellevest is a private company that has been in the industry for 11 years. The company currently specializes in the Financial Services, Asset & Investment Management areas. The position of the Co-Founder & CEO is occupied by Sallie Krawcheck. Its headquarters is located at New York, New York, USA. The number of employees ranges from 100 to 250. The annual revenue of Ellevest varies between 5.0M and 25M. Total funding of the company - $96M. To connect with Ellevest employee register on SignalHire.
Ellevest industries
Financial Services
Headquarters Location
Ellevest Employees Size
10-50 employees
Specialties
Personal Finance, Investment Advice, Software, Portfolio Management
SIC Code
6199
DMA Code
New York Metropolitan Area
Founded
2014
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Independent Company
Ellevest Competitors
Founded | Type | Employees | Revenue | Funding | |
---|---|---|---|---|---|
2015 | Privately Held | 250 - 500 | 51.6M | $1.3B | |
2010 | Privately Held | 250 - 500 | 65M | $275.4M | |
2011 | Privately Held | 1.0K - 5.0K | 925.1M | $3.7B | |
2014 | Privately Held | 25 - 100 | 4M | $7.6M | |
2011 | Privately Held | 100 - 250 | 20M | $29.8M | |
2007 | Public Company | 25 - 100 | 35M | $15.8M | |
1997 | Privately Held | 100 - 250 | 3.3M | $0 | |
1989 | Nonprofit | 25 - 100 | 8M | $0 | |
06/1999 | Privately Held | 1 - 25 | 10M | $0 | |
2012 | - | 500-1000 | - | $- | |
2011 | - | 200-500 | - | $- | |
2013 | - | 10-50 | - | $- | |
2011 | - | 10-50 | - | $- | |
2009 | - | 10-50 | - | $- |
Ellevest Funding
By Q4 2020, Ellevest has participated in at least 6 funding rounds and has raised a minimum of 96.0M. Funding decreased noticeable in Q4 2020 — by 15.7M compared to the previous Q1 2019. Ellevest raised the least in Q2 2015 at 2.0M, while the most successful funding round in Q3 2017 raised 34.6M.
Traffic on Ellevest Company’s website
Ellevest Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Ex-employees switched to

2
BiggerPockets

1
RANGE

1
Mercury Public Affairs, LLC

1
Fora Financial

1
The Old Girls' Club

1
Nextech Systems
Ex-employees positions
In Company
In New Company
Contact top employees from
Ellevest
Sharon Kaufman
Director, Financial Operations
Kristen Goodman
Portfolio Manager
Kendra Ballard
Financial Planning Consultant
Kaitlin Horsch
Private Wealth Advisor
Kylee Greenleaf
Client Operations Manager, Financial Operations
Sara Faurer
Senior Financial Advisor at Ellevest
Jennifer Marx
Senior Product Manager, Money Movement
Healy Marroy
Financial Planner
Alexey Skosyrskiy
Staff Software Engineer, Cloud Security and Infrastructure
Shannon Byrne
Software Engineering Manager
Sallie Krawcheck
CEO and Founder
Chloe Roldan
Senior Product Marketing Manager
Emily Green
Head of Wealth Management | Advisor
Pavan Pemmaraju
Security Staff Engineer
Joanna Curran
People Operations
Lisa Stone
Chief Strategy Officer
Kinjil Mathur
Member of the Advisory Board
Abi Sundaram
Product Manager
Sylvia Kwan
Chief Investment Officer
Jenny Abramson
Board Member
Emily Lobel
Software Engineer I
Connie Hsiung
COO & CFO
Sylvia Kwan
CEO and Chief Investment Officer
Alexandra Strong
Executive Assistant to Sallie Krawcheck
Stacy Hoover
Chief Product Officer
Ankur Patel
VP of PWM Investments
Michelle Wagner
Consultant