# Ellevest funding: rounds and investors

> Ellevest has raised $135M across 5 rounds since 2015. Investors include Khosla Ventures, Salesforce Ventures and Morningstar. Every round with its source.

Source: https://millionrounds.com/company/ellevest (Millionrounds; every figure on the page links to its filing or article)

United States · [Series B startup](https://millionrounds.com/companies)

# Who invested in *Ellevest*

5 rounds we have observed, with the 21 investors named in them. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Financial Services Fintech

Funding summary Updated 26 Oct 2026

**$135M** raised across 5 rounds since 2015, from 5 sources

**$10M** Series A **$9.0M** Round **$35M** Round **$28M** Round **$53M** Series B

- **Latest round:** Series B, $53M Apr 2022
- **Step-up i:** 1.9×
- **Investors:** 21 (2 led)

See who backed them

## The funding story

Each circle is a round, placed by date and sized by amount. The line above is the running total.

2016 2017 2018 2019 2020 2021 2022

**$10M** Series A

**$9.0M** Round

**$35M** Round

**$28M** Round

**$53M** Series B

- **First round:** Series A, $10M
- **Biggest round:** $53M
- **Usual gap between rounds:** 18 months

## The rounds

- **Apr 2022** Series B **$53M** *2 new* *2 returning* [Alumni Ventures](https://millionrounds.com/fund/us-strategic-tech-fund-an-alumni-ventures-fund) [Khosla Ventures](https://millionrounds.com/fund/khosla-ventures) [Gaingels](https://millionrounds.com/fund/gaingels) [Salesforce Ventures](https://millionrounds.com/fund/salesforce-ventures) Source recorded
- **Mar 2019** Round **$28M** *2 new* [Rethink Impact](https://millionrounds.com/fund/rethink-impact) Lead [PSP Growth](https://millionrounds.com/fund/psp-growth) Lead Reported by Financial-planning SEC filing: $33M sold, first sale Mar 2019
- **Sept 2017** Round **$35M** *10 new* *1 returning* [Khosla Ventures](https://millionrounds.com/fund/khosla-ventures) [Salesforce Ventures](https://millionrounds.com/fund/salesforce-ventures) [Astia Angels](https://millionrounds.com/fund/astia-angels) [Morningstar](https://millionrounds.com/fund/morningstar) [Contour](https://millionrounds.com/fund/contour) [Mellody Hobson](https://millionrounds.com/fund/mellody-hobson) CreditEase Fintech LH Holdings Rethink Impact/ PSP Growth SK Impact Ulu Reported by FinSMEs SEC filing: $32M sold, first sale Aug 2017
- **Sept 2016** Round **$9.0M** *2 new* [Ulu Ventures](https://millionrounds.com/fund/ulu-ventures) [Aspect Ventures](https://millionrounds.com/fund/aspect-ventures) Reported by FinSMEs
- **Sept 2015** Series A **$10M** *5 new* [Contour Venture Partners](https://millionrounds.com/fund/contour-venture-partners) [Morningstar](https://millionrounds.com/fund/morningstar) [Mohamed El-Erian](https://millionrounds.com/fund/mohamed-el-erian) Ajay Banga Andrea Jung From a historical funding record

## Founders and team

From Ellevest's own website and the SEC filings it signed: 7 on the team.

- **Emily Green** Head of Wealth Management
- **Amerina Dollentas** Senior Client Services Manager
- **Brianna Kemp** Client Services Manager
- **David Nguyen** Senior Private Wealth Management Analyst
- **Michelle Schweizer** Senior Client Services Manager
- **Shai Wagner** Client Services Manager
- **Sallie Krawcheck** Executive Officer, Director i

On the board, as filed i *Catherine Odelbo* *Jenny Abramson* *Rochelle King*

## Who was in which round

The busiest backers across the latest rounds. A filled square is a round they joined; a dark one, a round they led.

**Series A** 2015 **Round** 2016 **Round** 2017 **Round** 2019 **Series B** 2022 [Khosla Ventures](https://millionrounds.com/fund/khosla-ventures) [Salesforce Ventures](https://millionrounds.com/fund/salesforce-ventures) [Morningstar](https://millionrounds.com/fund/morningstar) [Rethink Impact](https://millionrounds.com/fund/rethink-impact) L [PSP Growth](https://millionrounds.com/fund/psp-growth) L [Alumni Ventures](https://millionrounds.com/fund/us-strategic-tech-fund-an-alumni-ventures-fund) [Gaingels](https://millionrounds.com/fund/gaingels) [Ulu Ventures](https://millionrounds.com/fund/ulu-ventures) [Contour Venture Partners](https://millionrounds.com/fund/contour-venture-partners) [Aspect Ventures](https://millionrounds.com/fund/aspect-ventures)

## Everyone who backed them

[Khosla Ventures](https://millionrounds.com/fund/khosla-ventures) VC firm **2** rounds

[Salesforce Ventures](https://millionrounds.com/fund/salesforce-ventures) Corporate VC **2** rounds

[Morningstar](https://millionrounds.com/fund/morningstar) Private equity **2** rounds

[Rethink Impact](https://millionrounds.com/fund/rethink-impact) VC firm **1** round, led 1

[PSP Growth](https://millionrounds.com/fund/psp-growth) Private equity **1** round, led 1

[Alumni Ventures](https://millionrounds.com/fund/us-strategic-tech-fund-an-alumni-ventures-fund) VC firm **1** round

[Gaingels](https://millionrounds.com/fund/gaingels) Private equity **1** round

[Ulu Ventures](https://millionrounds.com/fund/ulu-ventures) VC firm **1** round

[Contour Venture Partners](https://millionrounds.com/fund/contour-venture-partners) VC firm **1** round

[Aspect Ventures](https://millionrounds.com/fund/aspect-ventures) VC firm **1** round

[Astia Angels](https://millionrounds.com/fund/astia-angels) Angel network **1** round

[Contour](https://millionrounds.com/fund/contour) VC firm **1** round

[Mellody Hobson](https://millionrounds.com/fund/mellody-hobson) Angel **1** round

[Mohamed El-Erian](https://millionrounds.com/fund/mohamed-el-erian) Angel **1** round

Ajay Banga no record of our own yet **1** round

Andrea Jung no record of our own yet **1** round

CreditEase Fintech no record of our own yet **1** round

LH Holdings no record of our own yet **1** round

Rethink Impact/ PSP Growth no record of our own yet **1** round

SK Impact no record of our own yet **1** round

Ulu no record of our own yet **1** round

Missing a round, or an investor who was in one? [Tell us](https://millionrounds.com/corrections?slug=ellevest).

## Also claim to have backed them

These 9 firms list Ellevest as a portfolio company on their own websites, but no report of a round names them. They are the firms' own claims, kept apart from the rounds above.

[WestRiver Group](https://millionrounds.com/fund/westriver-group) VC firm Per its own site

[The W Fund](https://millionrounds.com/fund/w-fund) VC firm Per its own site

[The Venture Collective](https://millionrounds.com/fund/the-venture-collective) VC firm Per its own site

[Ingeborg Investments](https://millionrounds.com/fund/ingeborg-investments) VC firm Per its own site

[Owl Capital](https://millionrounds.com/fund/owl-capital) VC firm Per its own site

[Rogue Womens Fund](https://millionrounds.com/fund/rogue-women-s-fund) VC firm Per its own site

[Dreamhub Ventures](https://millionrounds.com/fund/dreamhub-ventures) VC firm Per its own site

[GTRKST](https://millionrounds.com/fund/gtrkst) Investment firm Per its own site

[Rotor Capital](https://millionrounds.com/fund/rotor-capital) VC firm Per its own site

## Quick answers about Ellevest

### Who invested in Ellevest?

Ellevest's investors include Khosla Ventures, Salesforce Ventures, Morningstar, Rethink Impact and PSP Growth, and 16 more on record.

### How much has Ellevest raised?

Ellevest has raised $135M across 5 rounds since 2015.

### When did Ellevest last raise?

Ellevest's most recent round was a Series B of $53M in Apr 2022.

### What was Ellevest's biggest round?

Its most recent round, $53M in Apr 2022, is also its largest on record.

### Who backed Ellevest first?

Ellevest's first round on record, in Sept 2015, was backed by Contour Venture Partners, Morningstar and Mohamed El-Erian and 2 others.

### What stage is Ellevest at?

Ellevest's latest named round is a Series B, in Apr 2022.

### Where is Ellevest based?

Ellevest is based in the United States.

### Who led Ellevest's rounds?

Rethink Impact led the Undisclosed round in 2019.

## Companies like Ellevest

In the same sector, and raised in the last eighteen months.

[**Kalshi** $2.7B · Oct 2026](https://millionrounds.com/company/kalshi)[**xPay** $1.5M · Oct 2026](https://millionrounds.com/company/xpay)[**STRIVE** $1.3B · Oct 2026](https://millionrounds.com/company/strive)[**Coast** $77M · Oct 2026](https://millionrounds.com/company/coast)[**Whop** $400M · Oct 2026](https://millionrounds.com/company/whop)[**CapitalOS** $52M · Oct 2026](https://millionrounds.com/company/capitalos)

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