Wall Street has never seen anything like us before.
Ellevest is a financial company providing solutions for all stages of women’s financial lives to help them build wealth. Its offerings include digital investing tools, banking services, professional career and money coaching, and learning resources, as well as private wealth management for high net worth clients who want a personalized financial strategy that may include impact investing.
The co-founder and CEO of Cohen Circle (and former founder of The Bancorp Bank) and founder of Ellevest (and former CEO of Smith Barney, Citi …
Millennial and Gen Z women are set to receive $80 trillion in wealth transfer and banks need to improve their marketing strategies.