The Work Index by Flexa

Ellevest

Ellevest is a financial services company that specializes in providing investment and financial planning services tailored to women's unique needs and goals.

7.0

/10

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Description

Ellevest is a financial services company that caters specifically to women. They offer a range of services including automated investing, financial planning, and wealth management. Their approach is designed to account for the unique financial realities of women, such as the gender pay gap, longer lifespans, and different financial goals. Ellevest emphasizes a women-first approach with all-women teams of financial advisors and planners, designed to provide a supportive and empathetic experience.

Ellevest also has a strong focus on accessibility and affordability. Their online investment plans have no minimum investment requirements and they offer a variety of financial planning packages to fit different budgets. They provide clear and transparent pricing, and they prioritize providing educational resources to help clients understand their finances and make informed decisions.

Flexibility

Ellevest offers a remote-first work environment, allowing employees to work from anywhere in the United States. They also provide fully paid 12-week parental leave for all team members, flexible working hours, and unlimited paid time off to support a healthy work-life balance.

Fully flexible hours
Remote

Benefits

Ellevest offers a comprehensive suite of benefits designed to support a diverse and thriving team. Their remote-first culture allows employees to work from across the United States, with flexible hours and unlimited paid time off for work-life balance. They provide fully paid parental leave, comprehensive health insurance, and access to a 401(k) program. Ellevest also promotes a strong sense of community and encourages employees to participate in employee resource groups.

Enhanced parental leave
WFA scheme

Mission

Ellevest is a financial services company specifically designed for women, offering a range of services including automated investing, financial planning, and wealth management. Their mission is to empower women to achieve their financial goals by providing services that acknowledge and address the unique realities of women's financial lives, such as pay gaps, career breaks, and longer lifespans. Ellevest aims to create clarity, confidence, and a sense of being seen and heard for women in their financial journey, ultimately helping them build and manage their wealth effectively.

Automation
Data-driven
Disruptor
Women’s fealth focused

Culture

Ellevest promotes a culture that prioritizes trust, teamwork, and client-centricity. They value a diverse and inclusive workforce, with a strong emphasis on women's perspectives and realities. Their remote-first culture offers flexibility and unlimited paid time off, while their benefits package includes parental leave, comprehensive health insurance, and financial resources. Ellevest encourages employee resource groups and actively seeks out culture adds, fostering a supportive and growth-oriented environment.

Agile and dynamic
Collaborative
Entrepreneurial
Fast-paced
People-first
Progressive
Supportive

DE&I

Ellevest is committed to building a diverse and inclusive work environment, reflected in its all-women team of financial advisors and planners. This commitment extends beyond its workforce, with the company prioritizing women's needs in its financial products and services, acknowledging the unique challenges they face in wealth building. This commitment to women-first financial solutions and a diverse workplace allows Ellevest to offer a unique perspective in the financial services industry.

Ethnically diverse
Gender diverse

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