💼Business & SaaS 📂Coding & Programming 📂Corporate Training & L&D 🔒Cybersecurity 💻Developer Tools & DevOps 🛍️E-commerce & Retail 🎓Education 💰Finance & Trading 💪Fitness & Health 🍽️Food & Restaurants 🌿Health & Wellness 🛡️Insurance ⚖️Legal Tech 📣Marketing & Content 🎬Media & Entertainment 📂Mindfulness & Mobility 📂Nutrition for Athletes 🚀Productivity 📂Reading & Knowledge 🏠Real Estate 📂Recovery & Injury Prevention 📂Research & Academic Tools 📂Sports Performance ✈️Travel & Hospitality ⚙️ Script Vault 🔌 MCP Directory 🤖 Agent Hub
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 ★
🔍 People also searched for
Finance & Trading AI Custom AI

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

✓ Pros

  • ✓Gender-Informed AI Portfolios
  • ✓Retirement Planning for Women
  • ✓Financial Coach Access
  • ✓AI-powered features
  • ✓Browser-based — no install required

✗ Cons

  • ✗No free plan — paid tiers only
  • ✗Some advanced features may require higher-tier plans

Key Features

🤖

Gender-Informed AI Portfolios

🔧

Retirement Planning for Women

🔧

Financial Coach Access

🔧

Goal-Based Investing

🔧

Spend & Save Account

🔧

Career Break Planning

🤖

Pay Gap Modeling

🔧

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
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.…
🔐 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.

🔌
osaurus
Intermediate ⭐ 4,448 📱 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.
GitHub
🔌
CoinGecko MCP Server
Low 📱 macos, linux, windows
MCP for CoinGecko crypto market data.
🔓 Sign Up Free to Install
🔌
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.
🔓 Sign Up Free to Install
🔌
Stripe MCP Server
Low 📱 macos, linux, windows
Official Stripe MCP for payments, customers, and subscriptions.
🔓 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.

🤖 CREWAI
CrewAI Portfolio Rebalancer Crew
⏰ Scheduled
CrewAI workflow with three agents collaborating to scan a brokerage account, identify rebalancing opportunities respecting wash-sale rules, and produce an execution-ready trade list.
https://github.com/crewAIInc/crewAI-examples
⬇ Import Agent Docs
🔗 LANGCHAIN
LangChain Earnings-Call Analyzer
⚡ Event
LangChain pipeline using Whisper transcription plus a structured-output LLM step to compare current-quarter management tone against prior quarters and emit a diff report.
https://github.com/langchain-ai/langchain
🔓 Sign Up Free to Import
🤖 CLAUDE CODE
Claude Skill: Personal CFO
⏰ Scheduled
Claude Code skill that uses the Plaid MCP server to fetch transactions, categorize spending, project month-end balances, and surface anomalies via push or email.
https://github.com/anthropics/claude-cookbook
🔓 Sign Up Free to Import
🤖 CLAUDE CODE
Claude Sub-agent: Tax-Loss Harvester
▶ On-demand
Claude Code sub-agent that takes a brokerage CSV, applies wash-sale rules across linked accounts, and outputs a ranked harvest list with substitute-security suggestions.
https://github.com/anthropics/claude-code
🔓 Sign Up Free to Import
🤖 Browse All AI Agents →

Similar Finance & Trading Tools

航旅纵横PRO-民航官方直销平台
$0.99
Yellowpages Navigator
Business & SaaS
Zipchat AI
$99

Tags

Finance & Trading 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 Ratings Join free to see community votes & react
❤️ ··· 💪 ···
Create Free Account Log In
No reviews yet. Be the first to share your experience with Ellevest!

Share Your Experience

At a Glance

🔗 Get a Do-Follow Backlink Boost your domain rating with a high-authority directory link — one-time $499
View Plans →