What services does Ellevest offer?

Ellevest offers two main types of services, the first one is a Money Membership designed to help women spend intentionally, save more, invest more and learn as they go. The second one is Private Wealth designed for women who have $1million of investable assets, and want to align their investments with their values. See below for more information on both. 

Money Membership

What’s a money membership? Designed to get more money in the hands of women+, our money membership helps you invest sooner, save smarter, and earn more in one place. You can choose the plan that’s right for you:

Ellevest Essential 

• Investing: Access to the Ellevest Build Wealth goal
• Banking services*: Save & Spend accounts through the Ellevest debit card** 
• 20% off financial planning & career coaching consulting services
• Access to Learning at Ellevest, a members-only content and education area

With Ellevest Essential, you’ll be charged a $1 monthly fee. No minimum deposit. Cancel anytime.

Ellevest Plus 

• Investing: Access to the Ellevest Build Wealth and Retirement goals
• Retirement planning, 401 (k) rollover, and IRA transfer support
• Banking services*: Save & Spend accounts through the Ellevest debit card**
• 30% off financial planning & career coaching
• Access to Learning at Ellevest, a “members- only” content and education area

With Ellevest Essential, you’ll be charged a $5 monthly fee. No minimum deposit. Cancel anytime. 

Ellevest Executive

• Investing:  Access to the Ellevest Build Wealth, Retirement, Kids, Splurge, Business and Home goals
• Retirement planning, 401(k) rollover and IRA transfer support
• Banking services*: Save & Spend accounts through the Ellevest debit card** 
• 50% off financial planning & career coaching
• Access to Learning at Ellevest, a “members- only” content and education area

With Ellevest Executive, you’ll be charged a $9 monthly fee. No minimum deposit. Cancel anytime.

For women looking to invest $1M or more, Ellevest offers Private Wealth Management. 

Ellevest Private Wealth Management is a full-service wealth advisory team led by advisors who take the time to learn about our Private Wealth clients’ real lives. We work closely with you to develop and implement an investment plan that supports your financial goals — we can personalize your investment portfolio to align with your values, including investing in women. Our Private Wealth clients work one-on-one with a dedicated financial advisor who’s backed by our investment and client service associates.

*Banking products and services are provided by Coastal Community Bank, Member FDIC.

**This Card is issued by Coastal Community Bank, Member FDIC, pursuant to license by Mastercard International.