Ellevest Wealth Advisors Sara Faurer and Ashley Bleckner, MA, CFP®, CDFA® unpack the global economic factors that come into play with weddings in the extra special Spring issue of The Knot Magazine. Together, they take stock of the evolution of wedding costs, how the broader economy has shaped them, what couples pay, and other money matters. 💍 ✨ The new issue is on newsstands now, featuring tennis icon, entrepreneur, and Ellevest investor Venus Williams.
Ellevest
Financial Services
Wealth management and financial planning for women, families, and the next generation
About us
Named the 8th fastest-growing fee-only Registered Investment Advisor in the US with assets of $1 billion+ in 2023, Ellevest’s team of wealth advisors helps clients build, manage, and care for their wealth.
- Website
-
www.ellevest.com
External link for Ellevest
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2014
Locations
-
Primary
Get directions
New York, NY, US
Employees at Ellevest
Updates
-
Ellevest reposted this
Women's sports is one of the most undervalued asset classes in the market right now. Sylvia S. Kwan, CFA, CAIA, CEO and CIO of Ellevest, is joining us as a speaker at our 3rd Annual Private Wealth US Spring Retreat in Carlsbad. Ahead of the retreat, she made the case for why private wealth advisors need to be paying attention - not as impact, not as a gender lens, but as a high-upside, low-correlation play across the entire women's sports ecosystem. 🔥 Request the agenda to see the full lineup of CIOs and private wealth leaders attending, plus all the hot topics on the table - Private Wealth US Spring Retreat on May 11–13, at the Park Hyatt Aviara, Golf Club & Spa, in Carlsbad: https://lnkd.in/gn4XCBVP #MarketsGroupPW Brett Friedberg Thomas Hind Cassia D. Karishna Ramos Natasha Guzman Sovaida Noronha Sara Katrenich Michael Huffer Lance Fair Adena Baichan Brian Intemann Corinne Smart Ann Lee Emir-Andreas Fofana Courtney McQuade
-
Women's sports are generating record revenues, sold-out arenas, and growing media deals — but less than 10% of total sports media investment still flows their way. If you care about ownership, equity, and what comes next for women athletes, you’ll love the newsletter from our friends at Storied Sports. Subscribe today at https://lnkd.in/g9bc3RCH.
-
-
After finishing Belle Burden’s “Strangers: A Memoir of Marriage”, our Head of Wealth Management Emily Green took to the (very windy) streets to walk through the questions we should all be thinking and talking about in our relationships. 💌
-
Ellevest reposted this
Attention all New York friends! I am speaking at this fabulous event at Rebecca Taylor, next week. I am excited to see some new faces as well as collaborate with long-time friends Alexandria Stried and Devyani Ramani. Link here to RSVP - https://luma.com/yy8s2nka.
-
-
Ellevest reposted this
I read something this week that I have not been able to stop thinking about. Ellevest's CEO, Dr. Sylvia Kwan (Ellevest), said that wealthy clients are still financially anxious and that more money alone does not fix it. The industry has been so focused on optimizing returns that it has missed the actual point. She is right. By 2048, women will inherit the majority of $124 trillion in the Great Wealth Transfer. And most of the wealth management industry is only now beginning to develop strategies that reflect how women actually live. The career pivots. The caregiving seasons. The longer lifespans. The desire to know their money is not quietly working against their values. High-earning women are excelling professionally and still making investment decisions based on defaults, instinct, or whatever their employer set up for them. Not because they are not capable. Because nobody built something that actually fits their lives. Women are not risk-averse. We are risk-aware. There is a difference. And it is time the industry started treating it that way. Source: Chief, "Ellevest CEO Dr. Sylvia Kwan Is Redefining Financial Success for Women," April 1, 2026. (Link in the comments)
-
Meet Lindsay Goffman, an Ellevest client and the co-founder of Refundly — a mobile and web-based platform solving the $890 billion returns problem by automatically tracking, confirming, and collecting refunds in one place. With a career spanning two decades in entertainment, Lindsay started in the ICM mailroom as the only woman there and eventually helped build 3AD, Daniel Dae Kim's production company, where she championed “The Good Doctor” from a Korean format. For Lindsay, that show became personal before it became a hit when her son Oliver was born completely blind, and seeing a story about someone with a disability thriving in an impossible career meant everything to her as a new mother fighting for him. She went on to produce “The Company You Keep” (also adapted from a Korean format). Her entire career has been about recognizing something that should exist and refusing to stop until it does. Then the 2023 strikes hit, Hollywood shut down, and during that time she returned something online and never got her money back. She went looking for a tool to track it. There wasn't one. So she built it. Refundly is live in the App Store and has been featured on the Today Show, Forbes, CNBC, Fashionista, and RetailWire. You can download the app here, https://lnkd.in/geaxXcXq. PS: Thinking about making the entrepreneurship leap yourself? We're sharing tips for women entrepreneurs on the importance of funding, building your savings, and putting your plans on paper — https://lnkd.in/gXY4-BaT. #womanfoundedbusiness
-
-
Ellevest reposted this
Ellevest had the pleasure of partnering with the Angel Capital Association to help kick off its annual summit in Denver, CO this week with a fabulous morning in the mountains. Nearly 30 women woke up early for a group hike before the conference programming began — and during a week that features Earth Day, it felt especially fitting. Here’s what I was reminded of: There’s something about being outside that changes the dynamic of traditional networking. When you trade conference rooms for a trail, the conversations shift. They become more open and free-flowing faster … more relatable and real. What stood out the most wasn’t just what we talked about but how we talked. Walking side by side on a trail, surrounded by nature, created space for stories and ideas to flow in a way that’s hard to replicate indoors. Maybe that’s the best way to celebrate Earth Day this year: put down the recycling tips and actually go be in it. It was easily the highlight of the week for me, and a good reminder to bring more work outside as we head into the warmer months! #EarthDay #WomenInBusiness #Networking #WomenInInvesting #Wealthcare
-
-
Welcome to joy-based budgeting: The practice of spending money on the things that enrich your life while still meeting your savings goals. For some, this shift can make saving feel more sustainable. Ellevest Managing Director and Wealth Advisor Ashley Bleckner, MA, CFP®, CDFA® recently shared her advice to help you put joy into practice with NerdWallet at https://lnkd.in/gceZ2XwD
-
-
The US government sends out billions of dollars in tax refunds each year. So if you’re getting a refund this year, read how to make the most of it at https://lnkd.in/gPvFx9XD. Source: https://lnkd.in/g4hkPDiU
-