Last week, Sylvia S. Kwan, CFA, CAIA and Ashley Bleckner, MA, CFP®, CDFA® took the stage at Women’s Venture Summit to discuss how women are shifting the landscape of wealth and investing. PS: We couldn’t agree more with this neon sign. Meet our Wealth Management financial advisors, and learn how we help our clients build their wealth with values-aligned investment strategies: https://lnkd.in/ebsHd_5X
Ellevest
Financial Services
We help women build and manage their wealth through investing and financial planning — now managing $2 billion in AUM.
About us
We help women build and manage their wealth through online investing, financial planning, and wealth management — founded by Sallie Krawcheck. Now managing $2 billion in client assets. Let's get more money in the hands of women.
- Website
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http://www.ellevest.com
External link for Ellevest
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2014
- Specialties
- Personal Finance, Investment Advice, Software, and Portfolio Management
Locations
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Primary
New York, NY, US
Employees at Ellevest
Updates
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Let’s also not forget the fact that the US doesn’t have a mandated, paid parental leave. AND that when women become moms, they “pay” the Mommy Tax; when men become dads, they benefit from a Daddy Bonus. Read more on how to feel more confident about planning to live your best life here: https://lnkd.in/ey5n5g6x
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Unfortunately this is a real story shared with an Ellevest financial advisor by one of her clients. Read four good reasons why you should leave your “just decent” advisor here: https://lnkd.in/eb2Ybsy
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Introducing a new and convenient way to pay for financial planning packages — in three monthly (interest-fee) payments. No matter what stage of life you’re in, whether it’s preparing for a child, buying a home, or planning for your dream retirement, Ellevest is here to make it easier. To get started, book a complimentary consultation with an Ellevest financial planner: https://lnkd.in/g_fBCqfT
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“[Women] live longer. We take career breaks for aging parents and children. Unfortunately, our incomes peak sooner. And so, instead of just trying to have women fit this mold — have women change to fit into an industry that’s been built by men for men — the idea is that we want to change the industry. We want to create something that is supporting women and honoring their differences.” – Ellevest Financial Advisor Ashley Bleckner, MA, CFP®, CDFA® at the Future Proof Festival. Read more on how women are changing the private wealth space below: https://lnkd.in/gqjrph6Q
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Wondering how many credit cards you really need? It’s not about the number, but how responsibly you manage them. According to our very own Financial Planner Sofia Figueroa, CFP®, “The most important thing is responsible credit management, which is possible with just one card.” Read more at the link below: https://lnkd.in/eKq63vrq
If You Only Have One Credit Card, You Don't Have Enough. Here's Why.
oprahdaily.com
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Investing in women isn’t just a trend. It’s good for business and the world. And that’s why at Ellevest, we firmly believe: Nothing bad happens when women have more money.
📣 BIG NEWS!!! If anyone thought investing in women was just a trend in the wake of the #metoo movement, they were sorely mistaken. Rethink Impact, LP just announced the largest fund in the country backing female CEOs ($250M )… bringing our total to $500M . Investing in women and impact is good business, good for the economy and here to stay. Grateful to the incredible Rethink Impact portfolio leaders who work tirelessly to build massive businesses that tackle the world’s biggest problems and the investors leading the way on this work. Heidi Krauel Patel and our team are honored to be bringing this work to the mainstream! Thanks for shining a light Maggie McGrath and Forbes! 👏 Chelsea Morris Jill N. Joe Garcia Michael Walden Richard D. Segal Pivotal Ventures Melinda French Gates Erin Harkless Moore, CFA
Meet The VCs Who Just Raised $250 Million To Back Women-Led Startups
social-www.forbes.com
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Why can talking about money with friends feel so awkward? When we polled the Ellevest community about how comfortable they felt having money talks with their friends, 53% said not so much. We get why. Personal finance can be a deeply, well, personal topic — and can trigger big emotions. That’s why we made a guide to help you talk about money with anyone in your life. Read more: https://lnkd.in/eTJKYt-2
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From dramatic shifts in the US presidential race, to the Yen carry trade, to uncertainty around Fed policy, the last few months have felt like a period of significant change. But for long-term investors, have things really changed that much? Our VP of Private Wealth Investments, Ankur Patel, CFA, unpacks a volatile period in August, as well as the influence of Fed policy and artificial intelligence on the financial markets. Read more here:
Monthly Market Insights: Beyond the Headlines | Ellevest
ellevest.com