Key facts
- It has raised $79.3M across 3 recorded rounds; the latest was Early Stage VC ($12.3M) in Oct 2020.
- Notable investors include Alumni Ventures, Khosla Ventures, Gaingels, Calm Ventures, 5Y Capital — 50 tracked in total.
- Ellevest has filed 6 Form Ds with the SEC since 2017, most recently Nov 2020 ($12.3M sold to 21 investors).
- Status: Privately Held (backing).
Leadership
- Sylvia KwanChief Executive Officer & Chief Investment Officer
- ·Post-money valuations for all 3 rounds
- ·The complete investor list — 50 names
- ·Watchlist + deal alerts for Ellevest
Funding rounds
3 roundsAbout Ellevest
Developer of a digital investment platform designed to help manage investments. The company's platform uses a proprietary algorithm that incorporates women's salary peaks, assets, recommendations, goal-specific portfolios, and savings for a completely customized investment plan, and also provides wealth management services, enabling female investors to prioritize financial goals and make money in the markets.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Employees
- 60
- Website
- ellevest.com/
- Ownership
- Privately Held (backing)
Ellevest doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Ellevest shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Ellevest in its N-PORT filings yet. We sweep new filings monthly.