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Ellevest Inc. is a digital investment platform geared towards women. The company was launched in 2016, and is based in New York City, New York. Ellevest offers two types of portfolios: core portfolios, which have a more traditional mix; and impact portfolios, which are focused on creating thriving communities, supporting sustainable, accountable companies, and ultimately advancing women.
- New clients $25 towards their first funded goal!
- Invest in companies that promote the advancement of women
- No minimum balance required on digital accounts
- Personalized goal-based portfolios
- Low commission fees
- IRA, 401(k), and 403(b) account roll over available
- Access to Certified Financial Planners and Executive Coaches
- Ellevest Tax Minimization Methodology
- No withdrawal penalties
Something that makes Ellevest unique is that its clients have the option to invest in Elle Impact Portfolios, which are designed to invest in companies that promote the advancement of women. Additionally, the company offers consumers discounted access to Certified Financial Planners and Executive Coaches, which is great for those who want financial and career advice. Another great thing about Ellevest is that consumers can customize their portfolios with different goals and prioritize them. Ellevest will recommend initial and monthly deposits to help them achieve their goals, which is something that sets the company apart from other companies.
Ellevest offers customer support during regular business hours via email, social media, and over the phone. Additionally, the company’s website has a complete FAQ section and an online magazine, with excellent investment-related articles to help consumers make smart decisions. So, if you’re looking for an investment platform that gives you access to professional advice and that offers personalized portfolios, Ellevest is an excellent option to consider.