Company profile: Ellevest
1.1 - Company Overview
Company description
- Provider of a digital investing platform tailored to women's financial goals with automated portfolio management; private wealth management for high-net-worth clients and institutions; ESG impact and Intentional Impact portfolios; retirement accounts (traditional, Roth, SEP); and certified financial planning sessions.
Products and services
- Private Wealth Management: Delivers custom-tailored financial planning and investment management for high and ultra-high net worth individuals and institutions, building goal-aligned portfolios with the same thoughtful construction and investment selection
- Digital Investing: Produces an automated, modern platform tailored to women's financial goals, with portfolio management, automated rebalancing, and a beautiful, easy-to-use interface reflecting careful investment selection
- Ellevest Impact Portfolios: Engineers ESG-screened portfolios, using ESG criteria to target returns while benefiting women and the environment, emphasizing thoughtful construction and curated investment selection
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Ellevest
Lymo
HQ: France
Website
- Description: Provider of real estate crowdfunding in France via Lymo.fr, part of the Lymo group, which also integrates property development. Projects financed are 100% or majority controlled by the group to control their development.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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RealBlocks
HQ: United States
Website
- Description: Provider of a technology platform for online access to alternative investments, enabling investment managers to distribute custom alternative funds via financial advisors and institutions. Offers an integrated portal, Mission Control, SPV platform, secondary trading, fund setup, and virtual data rooms to manage the full fund lifecycle, including onboarding, KYC/AML, distribution, and analytics.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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View full RealBlocks company profile →
Qontigo
HQ: Germany
Website
- Description: Provider of financial intelligence and analytics that modernize investment management from risk to return, offering indices and platforms including DAX, STOXX Global 1800 Ax Momentum, and STOXX iSTUDIO for accessing and using STOXX indices data; combines technological expertise and customer-driven innovation to help clients gain a competitive advantage.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Tidal Financial
HQ: United States
Website
- Description: Provider of an ETF investment and technology platform for the creation, operation, and growth of ETFs, offering strategic guidance, product planning, and distribution support; regulatory filings, compliance review and management, and SEC audit support; fund management and operations; active portfolio management; sales and distribution support; and marketing strategy, branding, and collateral.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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View full Tidal Financial company profile →
MSCI
HQ: United States
Website
- Description: Provider of investment decision support tools and services, including MSCI Equity Indexes for benchmarking and portfolio construction; ESG and climate solutions; risk management and analytics; private capital data and analytics; and factor investing tools, serving institutional investors, asset managers, and financial professionals.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full MSCI company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Ellevest
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Ellevest
2.2 - Growth funds investing in similar companies to Ellevest
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4 - Top valuation comps for Ellevest
4.2 - Public trading comparable groups for Ellevest
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