Ellevest
PrivateLast Round
Series B
Apr 6, 2022
Est. Valuation
$364.36M
Total Funding Raised
$151.9M
Company Overview
Ellevest operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Series B round in April 2022.
Ellevest is a financial services company that provides personalized wealth management and financial planning services tailored to empower women in managing their investments.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, Digital Banking
Business Model
B2C
Customer Profile
Services & Consulting, Subscription SaaS
AI Layer
Non-AI
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Ellevest Comparables
Compare Ellevest with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Francis Financial | 78% | |
| Untangle Money | 76% | |
| Clever Girl Finance | 76% |
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Ellevest Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Apr 6, 2022 | ||||
| Series A Extension | Nov 24, 2020 | ||||
| Series A | Mar 28, 2019 | ||||
| Series A | Sep 18, 2017 | ||||
| Early Funding | Sep 15, 2016 | ||||
Seed | May 21, 2015 |
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Key People
Founding team and executive leadership
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Ellevest Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| PayPal Ventures | Series B |
| Cleo Capital | Series B |
| Khosla Ventures | Series A, Series B, Early Funding |
| Contour Venture Partners | Series A, Seed, Series B |
| Gaingels | Series B |
| Pivotal Ventures | Series A, Series B |
| Aspect Ventures | Series A, Early Funding |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 16, 2025
Added Onezypher LTD, a startup in Technology/Data.
- Feb 1, 2025
Automated investing business acquired by Betterment for Business.
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Ellevest Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Ellevest's valuation, stock price, and market status.
Is Ellevest a public or private company?
Ellevest is a private company.
What is the current stock price of Ellevest?
Ellevest is a private company, so its shares have no public market price. Caplight tracks Ellevest's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Ellevest worth (valuation)?
Ellevest's valuation is estimated at $364.4M based on funding round data.
Can I buy Ellevest stock?
Ellevest shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Ellevest's last funding round?
Ellevest's most recent funding round was Series B on April 6, 2022.
Who are the main investors in Ellevest?
Key investors in Ellevest include Khosla Ventures, Contour Venture Partners, Aspect Ventures, Astia Angels, PSP Partners.
Will Ellevest IPO soon?
No public IPO plans have been announced for Ellevest.
How can I track Ellevest secondary market activity?
Caplight tracks bids, offers, and trades in Ellevest's shares on secondary markets.