Ellevest

New York, NY · Privately Held (backing)

Developer of a digital investment platform designed to help manage investments. Ellevest is based in New York, NY. It has raised $79.3 million across 3 recorded rounds; the latest was a $12.3 million early-stage round in Oct 2020.

Last price · $/share
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Implied valuation
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Total raised
$79.3M
Last round
Early Stage VC
Oct 2020

Ellevest key facts

  • Developer of a digital investment platform designed to help manage investments.
  • 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).

Ellevest leadership

  • Sylvia KwanChief Executive Officer & Chief Investment Officer
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Ellevest funding rounds

3 rounds
Oct 2020Early Stage VC$12.3MSEC filing▮
Mar 2019Early Stage VC$34.5MSEC filing▮
Aug 2017Early Stage VC$32.5MSEC filing▮

How much has Ellevest raised?

Ellevest has raised $79.3 million across 3 recorded rounds since 2017. The largest was a $34.5 million early-stage round in Mar 2019; the most recent was a $12.3 million early-stage round in Oct 2020.

Ellevest has filed 6 Form Ds with the SEC since 2017, most recently in Nov 2020 ($12.3 million sold to 21 investors).

Ellevest investors

50 investors are on record for Ellevest, including Alumni Ventures, Khosla Ventures, Gaingels and Calm Ventures. By type, the record holds 11 venture capital firms and 3 private investors. The early-stage round in Oct 2020 drew 21 investors.

Who runs Ellevest

1 person is listed on the Ellevest team: 1 executive, including Sylvia Kwan (Chief Executive Officer). 1 of them have a verified direct contact on file.

About 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
Ownership
Privately Held (backing)

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Valuation — not yet priced

Ellevest doesn't have a valuation on record yet — one is published once a priced round, a reported valuation, fund marks, or secondary prints surface in our sources. The rest of the record below builds toward it.

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