Ellevest: Detailed Company Information & Corporate Profile
Summary
Ellevest was founded in 2014 and operates as an independent finance company headquartered in New York, NY. With a focus on personal finance, investment advice, software development, and portfolio management, the firm delivers integrated financial solutions to clients within the United States. Its services are supported by a technology‑driven platform that combines data analytics with personalized guidance.
The company’s team consists of 10 to 50 professionals, including Head of Wealth Management Emily Green, Director of Financial Operations Sharon Kaufman, Senior Portfolio Manager Kristen Goodman, Chief Investment Officer Sylvia Kwan, and other specialists such as financial planner Healy Marroy, senior product marketing manager Chloe Roldan, chief strategy officer Lisa Stone, and chief financial strategist Alexandra Lucchetta. Ellevest reports annual revenues between $10 million and $50 million and is classified under SIC code 6199 with operations concentrated in the New York Metropolitan Area (DMA).
| Ellevest Website | ellevest.com |
| Social Links |    |
| Phone Number | 1-844-355-7100 |
| Industries | |
| Ellevest Headquarters Address | New York, NY, US |
| Company Size | 10-50 employees |
| Specialities & Services | Personal Finance, Investment Advice, Software, Portfolio Management |
| SIC Code | 6199 |
| DMA Code | New York Metropolitan Area |
| Founded | 2014 |
| Estimated Annual Revenue | $10M - 50M |
| Operating Status | Independent Company |
| Updated: | 2026-09-22 |
Ellevest Org Chart
Chief Executive Officer
Chief Executive Officer
C-Level
Chief Strategy Officer
Chief Investment Officer
Chief Operating Officer
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 2015 | Privately Held | 250 - 500 | |
| 2010 | Privately Held | 250 - 500 | |
| 2011 | Privately Held | 1.0K - 5.0K | |
| 2014 | Privately Held | 25 - 100 |
Estimated Website Traffic
The chart shows a decline in traffic to the ellevest.com website. In August, traffic decreased to 38458, compared to 38785 in the previous month. The highest traffic in 2026 was recorded in May, reaching 40454 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
Ellevest's workforce includes employees across a wide range of tenure levels.
10% have been with the company for 1 to 2 years15% have been with the company for 3 to 4 years25% have been with the company for 5 to 7 years15% have been with the company for 8 to 10 years35% have been with the company for more than 11 years
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Ellevest Corporate Information: FAQ
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