Ellevest

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.
image: https://kinlane-productions.s3.amazonaws.com/apis-json/apis-json-logo.jpg
url: https://raw.githubusercontent.com/api-evangelist/ellevest/refs/heads/main/apis.yml
created: '2026-06-13'
modified: '2026-06-13'
specificationVersion: '0.19'
tags:
  - 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-productions.s3.amazonaws.com/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
    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: 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: [email protected]