• Ellevest

Overview

Ellevest has a rating of 5 stars from 3 reviews, indicating that most customers are generally satisfied with their purchases. Ellevest ranks 281st among Personal Finance sites.

How would you rate Ellevest?
Top Positive Review

“Way better than my previous advisor”

Patricia S.
3/31/17

Up until my recent divorce I had been using my husband's financial advisor. We met infrequently, he put us in a bunch of expensive underperforming mutual funds, and it felt like I was a sideshow. I made the switch to Ellevest and while I don't have a long history I feel much more confident in my ability to navigate my own investing goals. Their support team was very helpful in answering all of my transitional questions as well.

Reviews (3)

Rating

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Thumbnail of user patricias171
1 review
0 helpful votes
March 31st, 2017

Up until my recent divorce I had been using my husband's financial advisor. We met infrequently, he put us in a bunch of expensive underperforming mutual funds, and it felt like I was a sideshow.
I made the switch to Ellevest and while I don't have a long history I feel much more confident in my ability to navigate my own investing goals. Their support team was very helpful in answering all of my transitional questions as well.

Thumbnail of user megant34
1 review
3 helpful votes
March 30th, 2017

I don't have extensive experience in investing and sometimes that has been daunting. I have appreciate the level of content and information that Ellevest puts out there for women to understand the impact of their investment activity and how to achieve financial goals. Their vision of financial feminism and bridging the gender investing gap is something that I support as well.

Thumbnail of user linday27
5 reviews
1 helpful vote
March 31st, 2017

I am writing this review of Ellevest as a long time fan of what Sallie Krawcheck and the team at Ellevest have done. While there are still a few features other companies in the robo space offer that Ellevest doesn't, none have the vision and customization that only focuses on women. Several Ellevest reviews that I have read by men miss the point of what the real difference of the platform provides. The focus on meeting goals based on my income, age, family status, etc was unique. When I was reviewing other robo advisors they had milestones and goals but none really told me the rationale behind why this would impact me as a woman. To be balanced, I would say that some features like directly linking to my BofA to pull in data would be awesome, but some manual entry for now suffices. I will update this Ellevest review in the future as those type of features roll out.

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Company Representative

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Rebecca S.

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