Ellevest
Co-founded the women-first investing platform in 2015; it crossed $1B in AUM.
Source: Wharton FinTech, 2021 ↗The celebrity money desk
Who's really writing the cheques
Co-founder and (until 2025) CEO of Ellevest, a digital investing platform built by women for women (goals-based ETF portfolios). Earlier one of Wall Street's most senior women — ex-CEO of Merrill Lynch Wealth Management and Smith Barney, ex-CFO of Citigroup.
Ellevest CEOCo-founded the women-first investing platform in 2015; it crossed $1B in AUM.
Source: Wharton FinTech, 2021 ↗Raised a $53M Series B co-led by BMO and Contour; ~$1.44B AUM by end-2021.
Source: PR Newswire, 2022 ↗Photo: TechCrunch — Wikimedia Commons, CC BY 2.0
Bloomberg Wealth: Sallie Krawcheck · via David Rubenstein
Ellevest invests clients into diversified ETF portfolios, so her record is as a fintech founder and money manager, not a startup picker. She stepped down as CEO in 2025 (health), staying on the board.