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Ellevest

4.0

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Ellevest Reviews Summary

Ellevest is a financial services firm dedicated to helping women and families build wealth with intention. They offer personalized, intentional wealth management and financial planning services, including portfolio management and financial planning at no additional charge.

This summary is generated by AI, based on text from customer reviews

New Jersey
5 reviews
1 helpful vote
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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.

Date of experience: March 31, 2017
New Jersey
1 review
0 helpful votes
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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.

Date of experience: March 30, 2017
New York
1 review
3 helpful votes
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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.

Date of experience: March 30, 2017