SK

Sylvia Kwan

CEO and Chief Investment Officer

Ellevest

San Francisco, California


Contact Information

Email
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Company Information

Company
Ellevest
Industry
financial services
Employees
81.0
Seniority
C suite
Annual Revenue
19619000.0
Total Funding
146960734.0
Latest Funding
Series B

Technologies

Cloudflare DNS Amazon SES SparkPost Gmail Pardot Google Apps MailChimp SPF Microsoft Office 365 Zendesk CloudFlare Hosting Segment.io VueJS AudioEye Braze Webflow Salesforce Hotjar Google Play Greenhouse.io Linkedin Marketing Solutions Ruby On Rails Facebook Custom Audiences Google AdWords Conversion Facebook Widget Bing Ads Shopify Google Analytics Google Font API DoubleClick Conversion Visual Website Optimizer Cedexis Radar Facebook Login (Connect) DoubleClick Mobile Friendly Typekit Adobe Media Optimizer Google Tag Manager Vimeo Google Dynamic Remarketing IoT AI Flutter Remote Python

Keywords

personal finance investment advice software portfolio management financial services fin tech investment management finance automated investing financial planning wealth management investment strategy goal-based investing retirement accounts rollover ira tax strategies impact investing gender-lens investing account minimums add-on planning personalized portfolios diversified investment financial guidance budgeting strategies debt management equity compensation inheritance planning divorce financial analysis holistic investment management client support services financial literacy for women risk management esg investments women-first financial services financial advisors certified financial planners financial wellness wealth building financial independence tax minimization retirement planning strategies step-by-step financial guidance sustainable investments income security individual retirement accounts portfolio rebalancing financial checkpoints personalized goals planning monthly financial insights assets under management client engagement impact-focused investments education on finances comprehensive financial plans financial empowerment women-focused investing gender-aware investment personalized financial planning financial literacy subscription-based services robo-advisor technology educational resources community support holistic financial solutions tailored investment strategies women financial advisors automatic portfolio rebalancing diverse client demographics financial coaching esg investing long-term financial security unique financial challenges accessible financial services client-centric approach innovative investment solutions financial health tracking gender-specific financial needs comprehensive financial planning membership tiers digital workshops personalized guidance capital markets information technology & services finance technology

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