Ellevest Wealth Management API

REST APIs powering Ellevest's wealth management platform, including portfolio management, financial goal tracking, investment account operations, financial coaching scheduling, and personalized financial planning for high-net-worth clients. Third-party data access is available through Open Banking aggregators such as Plaid.

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API entry from apis.yml

apis.yml Raw ↑
name: Ellevest Wealth Management API
description: REST APIs powering Ellevest's wealth management platform, including portfolio management,
  financial goal tracking, investment account operations, financial coaching scheduling, and personalized
  financial planning for high-net-worth clients. Third-party data access is available through Open Banking
  aggregators such as Plaid.
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
humanURL: https://www.ellevest.com/
baseURL: https://api.ellevest.com
tags:
- Wealth Management
- Portfolio-Management
- Financial Planning
- Investing
- Goal Tracking
tags_raw:
- Wealth Management
- Portfolio Management
- Financial Planning
- Investing
- Goal Tracking
properties:
- type: Documentation
  url: https://www.ellevest.com/
- type: OpenBanking
  url: https://www.openbankingtracker.com/provider/ellevest
- type: Plans
  url: https://raw.githubusercontent.com/api-evangelist/ellevest/refs/heads/main/plans/ellevest-plans-pricing.yml
- type: RateLimits
  url: https://raw.githubusercontent.com/api-evangelist/ellevest/refs/heads/main/rate-limits/ellevest-rate-limits.yml
- type: FinOps
  url: https://raw.githubusercontent.com/api-evangelist/ellevest/refs/heads/main/finops/ellevest-finops.yml