BenefitsForYou Retirement vs Ellevest: Investing for women Usage & Stats

Optimized for women Ellevest is the only investing platform built specifically with women in mind — because women live longer, take more career breaks, and are paid less. We’re founded, funded, and built by women, and currently manage more than $1.6 billion in assets. Optimized for you Tell us about your money goals and we'll create personalized investment portfolios to help you reach them. Whether you want to buy a home, start a business, make a big splurge, or design your dream retirement, we’re here to help you get there. An Ellevest plan costs just $12/month, or $129 annually. Optimized for risk Our diversified investment portfolios are built to help you achieve your goals even in times of market volatility. We use tax minimization strategies to reduce your taxable gains and automatic rebalancing to help you stay on track to meet your targets. Optimized for impact Our impact portfolios offer an opportunity to invest in ‌issues that disproportionately affect women. They’re designed to help you reach your goals while making a positive impact with your money. Optimized by experts Work 1:1 with our all-women team of financial planners, who understand your life and goals. Get monthly market insights from our team of industry experts to help you understand the market and what’s happening with your money. About Ellevest Ellevest was founded by Sallie Krawcheck — one of the most powerful women on Wall Street — in 2014 with a mission to get more money in the hands of women — starting with you. Join our community of more than 3 million people today. © 2023 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. is an SEC-registered investment adviser. Ellevest fees and additional information can be found at www.ellevest.com. Images shown do not reflect the performance of any user of the app and your results may vary.