Women Control Private Wealth

Ellevest is a financial planning and investment platform created specifically for women, addressing the gap in financial services that traditionally use "guy math" which doesn't account for women's unique financial circumstances.

Key Points:

• Market Opportunity:

  • Women control 51% of private wealth in US
  • $14 trillion market
  • Majority of women under 40 don't have financial advisers
  • Most women fire their financial advisers after divorce or spouse's death

• Core Problem Solved:

  • Traditional "guy math" doesn't account for:
    • Women's longer life expectancy
    • Lower pay for same jobs
    • Career breaks for family care
    • Impact on salary and opportunities

• Service Offerings:

  • Private wealth management
  • Premium planning with certified financial planning
  • Career coaching
  • Digital platform with $0 minimum

• Competitive Advantage:

  • Built by diverse team from non-traditional backgrounds:
    • CPO from Weight Watchers (behavior change expert)
    • Chief Design Officer from Vogue.com
    • Strategy leadership from women's community building
  • Platform specifically designed for women's financial needs
  • Combines financial planning with career development