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

19.7/100 emerging ▬ flat Agent 3/100 human only Full breakdown ↓
scored 2026-07-28 · rubric v0.6

1 APIs

Financial ServicesWealth ManagementInvestingFinancial PlanningWomen FinanceRobo-AdvisoryPortfolio Management

Kin Score

Kin Score How this is scored →
scored 2026-07-28 · rubric v0.6

Composite quality — 19.7/100 · emerging

Contract Quality 0.0 / 25

Developer Ergonomics 2.2 / 20

Commercial Clarity 7.9 / 20

Operational Transparency 2.7 / 13

Governance 0.0 / 12

Discoverability 6.9 / 10

Agent readiness — 3/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 10

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

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. 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. Want it done for you? Prioritized profiling — $2,500 →

APIs 1

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

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.

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.
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: '0.19'
tags:
- Financial Services
- Wealth Management
- Investing
- Financial Planning
- Women Finance
- Robo-Advisory
- 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
  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

Ellevest

Kin Score

APIs 1

Ellevest Wealth Management API

Pricing Plans 1

Ellevest Plans Pricing