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Private Wealth Management

Ignite the Power of Your Money to Change the World.

First, we take care of you.

We’ve hand-selected a team of financial advisors who get it when it comes to women & money.

A dedicated relationship

Work one-on-one with an experienced advisor who is backed by our investment and client experience associates.

Values-based investing

Curated investment options that align with your values, including investing in women.

Personalized Advice

We take time to learn what you and your family care about most.

Your Money Can Change Women’s Lives.

Stories from One of our Partners, CNote
Maria Cruz, Florist

Maria Cruz,
Heavenly Flowers

When it looked like she might have to give up her flower shop, CNote’s partner stepped in to refinance her loans at a reasonable rate. Not only did they provide the necesssary capital, they also helped her create an economic plan for her business and formalize her financial reporting process.

Fany Gerson, Baker

Fany Gerson,

After Hurricane Sandy, a CNote partner helped her quickly secure funding to grow her culinary business — on her terms. Gerson said if she’d had to wait for a loan from a traditional bank, her ice cream and bakery businesses would have missed a whole year.

CNOTE is a high-yield savings alternative investment that facilitates loans to women and minority entrepreneurs, and other community development projects. CNOTE does not represent all of the securities purchased, sold or recommended for Ellevest Private Wealth Management advisory clients. You should not assume that investments in CNote were or will be profitable.

“The research shows that you don’t have to make a tradeoff between investment returns and impact.”

Sallie Krawcheck
Co-Founder & CEO, Ellevest

We’d Love to Hear From You.

Ellevest Private Wealth Management is currently by invitation only. We invite inquiries. Enter your details, and we’ll be in touch.

Ellevest Private Wealth Management requires a $1,000,000 minimum initial investment.