Ellevest

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.
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
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: 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