Ellevest

Ellevest is a women-founded, women-led wealth management and financial planning firm dedicated to closing the gender wealth gap. The platform delivers personalized investment management and comprehensive financial planning for high-net-worth individuals, families, and institutions, with services including portfolio management, retirement and estate planning, tax strategy, and cash flow analysis. Ellevest leverages REST-based internal APIs for portfolio management, financial coaching, banking operations, and personalized investment goal tracking, with third-party account connectivity available through Open Banking aggregators such as Plaid.

Ellevest publishes 1 API on the APIs.io network. Tagged areas include Financial Services, Wealth Management, Investing, Financial Planning, and Women Finance.

Ellevest’s developer surface includes documentation, engineering blog, pricing, and 9 more developer resources.

🌐 Visit website 📡 Source on GitHub

17.8/100 emerging ▬ flat Agent 3/100 human only Front door AI 1/6 silent saas Full breakdown ↓
scored 2026-09-25 · rubric v0.23.0

1 APIs

Financial Services Wealth Management Investing Financial PlanningWomen FinanceRobo-Advisory Portfolio Management

Kin Score

Kin Score How this is scored →
scored 2026-09-25 · rubric v0.23.0

Composite quality — 17.8/100 · emerging

Contract Quality 0.0 / 21

Developer Ergonomics 2.0 / 17

Access Clarity 6.4 / 17

Operational Transparency 2.3 / 11

Contract Governance 0.0 / 10

Discoverability 5.6 / 9

Regulatory Posture 0.9 / 15

Agent readiness — 3/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 10

Documented Reversibility 0 / 6

MCP Server 0 / 12

Machine-Readable Auth 0 / 10

Idempotency 0 / 9

Stable Error Semantics 0 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 7 / 7

Typed Event Surface 0 / 6

Agent Skills 0 / 5

Well-Known Catalog 0 / 4

Consent & Bot Identity 0 / 3

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 0 / 4

Delegated User Identity 0 / 6

Protected Resource Metadata 0 / 5

Registration Without a Human 0 / 6

Agentic Commerce Well-Known Document 0 / 5

Regulatory Posture applies to this provider. Its tags matched the Horizontal (data, software, accessibility, platform) regime, so Regulatory Posture carries 15 points of the composite. If this regime is wrong for your business, say so on your provider repo — the applicability map is public and we will correct it.

Create-or-Update Ergonomics could not be measured. We hold no machine-readable contract for this provider to read, so there is nothing to measure a write surface against. Excluded rather than scored zero: never-measured and measured-empty are different facts. Publishing an OpenAPI is what makes this facet — and several others — scorable at all.

The six quality facets above are damped to 85 points between them, because the conditional facet above carries the other 15. That is why each facet's contribution is shown against a damped maximum: raising a quality facet moves the composite by 85% of its nominal weight, not 100%. The full arithmetic is at apis.io/rating/.

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. Every facet and dimension name above is a link: it opens that measurement's own page — what it means, the exact checks that feed it, how the whole catalog distributes on it, and the providers at the top of it. This rating is computed from github.com/api-evangelist/ellevest: open an issue to ask a question, or submit a pull request to add artifacts. Submit an artifact on GitHub — free → Manage your own listing — the Influence plan, $499/mo →

APIs 1

Individual APIs this provider publishes, each with its own machine-readable definition.

Ellevest Wealth Management API

REST APIs powering Ellevest's wealth management platform, including portfolio management, financial goal tracking, investment account operations, financial coaching scheduling, ...

Pricing Plans 1

Published pricing tiers and plan structures.

Ellevest Plans Pricing

2 plans

PLANS

Rate Limits 1

Documented rate limits and quota policies.

Ellevest Rate Limits

0 limits

RATE LIMITS

FinOps 1

Cost, billing, and metering signals for API financial operations.

Ellevest Finops

FINOPS

Security Posture 1

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Ellevest Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Resources

Documentation 1

Reference material describing how the API behaves

Documentation

Documentation

Build 1

SDKs, sample code, and the tooling you integrate with

GitHubOrg

GitHubOrg

Access & Security 1

Authentication, authorization, and security posture

DomainSecurity

DomainSecurity

Operate 2

Status, limits, changes, and where to get help

StatusPage

StatusPage

RateLimits

RateLimits

Commercial 3

Pricing, plans, and the legal terms of use

Pricing

Pricing

Plans

Plans

FinOps

FinOps

Company 3

The organization behind the API

Website

Website

LinkedIn

Blog

Blog

Other 1

Properties that don't map to a standard resource type

Source (apis.yml)

aid: ellevest
name: Ellevest
description: Ellevest is a women-founded, women-led wealth management and financial planning firm dedicated to closing the
  gender wealth gap. The platform delivers personalized investment management and comprehensive financial planning for high-net-worth
  individuals, families, and institutions, with services including portfolio management, retirement and estate planning, tax
  strategy, and cash flow analysis. Ellevest leverages REST-based internal APIs for portfolio management, financial coaching,
  banking operations, and personalized investment goal tracking, with third-party account connectivity available through Open
  Banking aggregators such as Plaid.
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: false
  label: Hosted service · you call their endpoint
  confidence: medium
  source:
  - pricing
  generated: '2026-08-28'
  method: derived
accessModel:
  pricing: unknown
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Unknown
  confidence: low
  source:
  - plans
  generated: '2026-07-22'
  method: derived
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/ellevest.png
url: https://raw.githubusercontent.com/api-evangelist/ellevest/refs/heads/main/apis.yml
created: '2026-06-13'
modified: '2026-06-13'
specificationVersion: '0.23'
tags:
- Financial Services
- Wealth Management
- Investing
- Financial Planning
- Women Finance
- Robo-Advisory
- Portfolio Management
tags_raw:
- Financial Services
- Wealth Management
- Investing
- Financial Planning
- Women Finance
- Robo-Advisory
- Portfolio Management
- Financial-Services
- Portfolio-Management
apis:
- 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
  - Portfolio-Management
  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
common:
- type: DomainSecurity
  url: security/ellevest-domain-security.yml
- type: Website
  url: https://www.ellevest.com/
- type: Documentation
  url: https://www.ellevest.com/
- type: GitHubOrg
  url: https://github.com/Ellevest
- type: LinkedIn
  url: https://www.linkedin.com/company/ellevest
- type: Blog
  url: https://www.ellevest.com/magazine
- type: Pricing
  url: https://www.ellevest.com/wealth-management
- type: StatusPage
  url: https://www.ellevest.com/
- type: X
  url: https://x.com/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
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com

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