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

19.9/100 emerging ▬ flat Agent 3/100 human only saas Full breakdown ↓
scored 2026-09-08 · rubric v0.20.0

1 APIs

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

Kin Score

Kin Score How this is scored →
scored 2026-09-08 · rubric v0.20.0

Composite quality — 19.9/100 · emerging

Contract Quality 0.0 / 25

Developer Ergonomics 2.4 / 20

Access Clarity 7.9 / 20

Operational Transparency 2.7 / 13

Contract Governance 0.0 / 12

Discoverability 6.9 / 10

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

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.

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
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
  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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