# Ellevest

**Canonical:** https://apis.io/providers/ellevest/  
**Website:** https://www.ellevest.com/  
**APIs profiled:** 1

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.

## Kin Score — 19.9 / 100 (emerging)

Scored 2026-08-20 under rubric 0.12.0. Trend: flat (+0.0 from 19.9).

| Facet | Score |
|---|---|
| Discoverability | 68.5 |
| Contract Quality | 0.0 |
| Governance | 0.0 |
| Contract Governance | 0.0 |
| Operational Transparency | 21.1 |
| Developer Ergonomics | 11.9 |
| Commercial Clarity | 39.5 |
| Access Clarity | 39.5 |

## Agent readiness — 3.0 (human-only)

| Dimension | Value |
|---|---|
| Spec Presence | no |
| Agentic Access | no |
| Reversibility Documented | no |
| MCP Server | no |
| Auth Clarity | no |
| Idempotency | no |
| Error Semantics | no |
| OpenAPI Examples | no |
| Rate Limit Signal | documented |
| Event Surface Described | no |
| Agent Skills | no |
| Well Known Catalog | no |
| Consent Identity | no |
| Agent Card | no |
| Dry Run Mode | no |

## Access

Unknown — onboarding: unknown, pricing: unknown, trial: no (confidence: low).

## APIs (1)

- **Ellevest Wealth Management API** — REST APIs powering Ellevest's wealth management platform, including portfolio management, financial goal tracking, investment account operations, financial coaching scheduling, ...

## Security (1)

- **Ellevest Domain Security** — TLSv1.3 · HSTS · DMARC

## Plans (1)

- **Ellevest Plans Pricing**

## Tags

Financial-Services, Wealth Management, Investing, Financial Planning, Women Finance, Robo-Advisory, Portfolio-Management

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/ellevest/). Scores are computed from the provider's own public artifacts under a published rubric.