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Ellevest

Ellevest

Membership $12/mo; wealth management 0.35% Finance & Trading โœ“ Verified
โ˜…โ˜…โ˜…โ˜…โ˜† 4.3

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

๐Ÿ” People also searched for

About this Tool

Ellevest

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

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.

Pros & Cons

โœ“ Pros

  • โœ“Gender-Informed AI Portfolios
  • โœ“Retirement Planning for Women
  • โœ“Financial Coach Access
  • โœ“AI-powered features
  • โœ“Browser-based โ€” no install required

โœ— Cons

  • โœ—No free plan โ€” paid tiers only
  • โœ—Some advanced features may require higher-tier plans

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

๐Ÿ“‹ Scripts & Prompts for Ellevest +

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

๐Ÿ“„ Template
Fine Tuning
Intermediate โฑ 10 min
Sometimes no matter what tricks you throw at the model, it just wonโ€™t do what you want it to do.…
๐Ÿ” Browse All Scripts in the Vault โ†’

๐Ÿ”Œ MCP Servers for Ellevest +

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

๐Ÿ”Œ
osaurus
Intermediate โญ 4,448 ๐Ÿ“ฑ Claude Desktop, Cursor, Continue.dev
Own your AI. The native macOS harness for AI agents -- any model, persistent memory, autonomous execution, cryptographic identity. Built in Swift. Fully offline. Open source.
๐Ÿ”Œ
CoinGecko MCP Server
Low ๐Ÿ“ฑ macos, linux, windows
MCP for CoinGecko crypto market data.
๐Ÿ”Œ
finmap-org/mcp-server
Intermediate ๐Ÿ“ฑ 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.
๐Ÿ”Œ
Stripe MCP Server
Low ๐Ÿ“ฑ macos, linux, windows
Official Stripe MCP for payments, customers, and subscriptions.
๐Ÿ”Œ Browse All MCP Servers โ†’

๐Ÿค– AI Agents for Ellevest +

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

๐ŸŒŠ FLOWISE
Flowise Invoice Reconciliation Agent
โฐ Scheduled
Flowise flow that ingests PO, invoice, and payment records, reconciles them, and flags variances or missing matches for manual review.
https://github.com/FlowiseAI/Flowise
๐Ÿค– CLAUDE CODE
Claude Code SEC Filing Watcher
โฐ Scheduled
Claude Code agent that polls EDGAR for new 8-K filings on a watchlist, extracts material events, and posts a summary to Slack or email.
https://github.com/anthropics/claude-cookbook
โšก ZAPIER
Zapier Stock Alert Multi-Step
โšก Event
Zapier Zap that triggers on unusual volume from a market data webhook, calls an LLM to summarize related news, and posts the alert to a Slack channel.
https://zapier.com/apps
๐Ÿค– CLAUDE CODE
Claude Code Financial Analyst Skill
โ–ถ On-demand
Claude Code skill that ingests SEC filings, parses MD&A and risk factors, and outputs a structured valuation memo with DCF, comparable multiples, and key ratios.
https://github.com/anthropics/claude-cookbook
๐Ÿค– Browse All AI Agents โ†’

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.

๐Ÿ”’
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At a Glance

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