Ellevest

Ellevest

Membership $12/mo; wealth management 0.35% Finance & Trading ✓ Verified
★★★★☆ 4.3

AI investing and financial planning platform built for women with gender-informed algorithms

Visit Website Write a Review ★

About this Tool

Ellevest is an AI-powered investing and financial planning platform built specifically for women. Its AI investment algorithm accounts for women’s unique financial circumstances including the gender pay gap, longer life expectancies, and career breaks to create tailored portfolios and retirement projections.

Ellevest’s AI financial planning tools help women set and track money goals, build emergency funds, and plan for major life events. The platform’s membership includes unlimited access to financial coaches and planners.

Key Features

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Gender-Informed AI Portfolios

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Retirement Planning for Women

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Financial Coach Access

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Goal-Based Investing

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Spend & Save Account

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Career Break Planning

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Pay Gap Modeling

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Impact Investing Options

📋 Scripts & Prompts for Ellevest +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template
Build My Personal Budget & Zero-Based Spending Plan
Beginner ⏱ 15 min
You are a certified financial planner. Create a complete zero-based budget for me. Monthly take-home income: [INCOME] Fixed monthly expenses:…
Monthly take-home income
Fixed expenses
Variable expenses
Debt payments
Financial goals
💬 Prompt
Design My Investment Portfolio — Any Goal
Intermediate ⏱ 12 min
You are a fee-only fiduciary financial advisor with expertise in portfolio construction. Design my investment portfolio. Investment goal: [GOAL] (retirement…
Investment goal
Years until goal
Risk tolerance
Monthly investment
Account types
Current allocation
Your age
💬 Prompt
AI Tax Optimization Strategy
Intermediate ⏱ 15 min
You are a CPA and tax strategist. Identify every legal tax optimization strategy for my situation. Filing status: [STATUS] Employment…
🔓 Sign Up Free to Copy Free forever · No credit card
📄 Template
Debt Elimination Snowball + Avalanche Hybrid Plan
Beginner ⏱ 10 min
You are a debt specialist. Create my complete debt elimination plan. Debts I owe: [DEBT_LIST] (name, balance, interest rate, minimum…
🔓 Sign Up Free to Copy Free forever · No credit card
📄 Template
Fine Tuning
Intermediate ⏱ 10 min
Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…
🔓 Sign Up Free to Copy Free forever · No credit card
🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for Ellevest +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

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finmap-org/mcp-server
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
[finmap.org](https://finmap.org/) MCP server provides comprehensive historical data from the US, UK, Russian and Turkish stock exchanges. Access sectors, tickers, company profiles, market cap, volume, value, and trade counts, as well as treemap and histogram visualizations.
GitHub
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longportapp/openapi
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
🐍 ☁️ - LongPort OpenAPI provides real-time stock market data, provides AI access analysis and trading capabilities through MCP.
🔓 Sign Up Free to Install
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sonirico/mcp-stockfish
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
🏎️ 🏠 🍎 🪟 🐧️ MCP server connecting AI systems to Stockfish chess engine.
🔓 Sign Up Free to Install
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Alpaca's Trading API
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
**[AlphaVantage](https://mcp.alphavantage.co/)** - Connect to 100+ APIs for financial market data, including stock prices, fundamentals, and more from [AlphaVantage](https://www.alphavantage.co)
🔓 Sign Up Free to Install
🔌 Browse All MCP Servers →

🤖 AI Agents for Ellevest +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

No agents added for this tool yet.

Browse all Finance & Trading agents in the Hub →

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Tags

Finance & Trading Investing & Portfolio Paid Android iOS Web

Frequently Asked Questions

Ellevest is available as membership $12/mo; wealth management 0.35%. Visit the tool's website for the latest pricing details and plan options.

Visit the Ellevest website to check whether a free tier or free trial is available.

Ellevest is available on Android, iOS, Web. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the Ellevest website for current trial availability and duration.

Community Rating +

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At a Glance

  • Pricing ModelMembership $12/mo; wealth management 0.35%
  • PlatformsAndroid, iOS, Web
  • CategoryFinance & Trading
  • WebsiteVisit →

Details

  • AI Technology Custom AI
  • Company Ellevest, Inc. All Rights Reserved. The information provided is current as of the date of this writing and for informational purposes only. It should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities, and should not be considered specific legal, investment or tax advice. Investing entails risk, including the possible loss of principal, and past performance is not predictive of future results. Ellevest, Inc.
  • Launched 2014
  • Last Verified ✓ Mar 2026
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