Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 1 Rating

Total
ease
features
design
support

Alternatives to Consider

  • eToro Reviews & Ratings
    28,539 Ratings
  • OANDA Reviews & Ratings
    52,281 Ratings
    Company Website
  • Capitalcore Reviews & Ratings
    50 Ratings
    Company Website
  • Sharesight Reviews & Ratings
    500 Ratings
    Company Website
  • TradingView Stock Widgets Reviews & Ratings
    16 Ratings
    Company Website
  • DXcharts Reviews & Ratings
    28 Ratings
    Company Website
  • KPI Fire Reviews & Ratings
    27 Ratings
    Company Website
  • Elation Health Reviews & Ratings
    85 Ratings
    Company Website
  • 3Commas Reviews & Ratings
    3,371 Ratings
    Company Website
  • Tealstreet Reviews & Ratings
    22 Ratings
    Company Website

What is Ellevest?

With an Ellevest money membership, you gain access to a customized investment portfolio designed specifically to meet your individual needs. Opting to save rather than invest may cause you to miss out on opportunities to grow your wealth significantly over time. Historically, the investment industry has been male-dominated, resulting in tools that, despite being labeled as "gender-neutral," frequently fail to address the distinct challenges women encounter. Our investment algorithm considers vital elements such as wage gaps, career breaks, and the fact that women typically live longer than men. Ellevest is structured to fit your current financial landscape, requiring no minimum deposit so you can begin your investment journey immediately. In just five minutes, we can explore your financial situation, personal life, and career aspirations to formulate a personalized plan. By providing a few key pieces of information, we can create an investment portfolio that strategically combines stocks, bonds, and alternative assets. This diversified strategy is designed to reduce the overall risk of your investments, leading to a more stable financial approach. Ultimately, Ellevest equips you with the tools and knowledge to confidently manage your financial future while ensuring you feel supported every step of the way. This empowering experience allows you to take control of your financial destiny with clarity and purpose.

What is Charles Schwab?

Easily handle your investments and execute trades with the assistance of Schwab. You have the flexibility to trade a diverse array of financial instruments, including stocks, options, bonds, mutual funds, and ETFs. With Schwab's user-friendly website and mobile app, you can monitor your account effortlessly from any location at any time. The platform provides a comprehensive suite of online tools that aid in screening and evaluating investments, as well as in crafting a personalized financial strategy. Should you require guidance, our team of financial experts is readily available, and you can also access support at a nearby branch. Our trading platforms, whether accessed through the web or mobile devices, are designed to ensure an optimal trading experience. If you aim to enhance your trading skills or venture into new areas, you can connect with a community of fellow trading enthusiasts. With a simple touch, face ID, or your saved passcode, it’s easy to check your portfolio balance, which includes assets beyond what’s held at Schwab, along with your holdings and statements. Depositing checks into your eligible Schwab Bank or brokerage accounts is straightforward—just take a few pictures. In addition, you can swiftly review your positions and trade various assets like stocks, ETFs, mutual funds, and options, all while benefiting from the latest technological conveniences. Schwab not only simplifies trading but also empowers you to take control of your financial future.

Media

Media

Integrations Supported

Clockwork
Kinfo
Moneytree
NVSTly
Obol
PinkLion
ProTracker Advantage
ProTracker RMD
Provisian
Silvia
SmartOffice
StreetSmart Edge
Taiki
The Dividend Tracker
TradeZella
Trademetria
TradersPost
TradingDiary Pro
Utluna
VISE

Integrations Supported

Clockwork
Kinfo
Moneytree
NVSTly
Obol
PinkLion
ProTracker Advantage
ProTracker RMD
Provisian
Silvia
SmartOffice
StreetSmart Edge
Taiki
The Dividend Tracker
TradeZella
Trademetria
TradersPost
TradingDiary Pro
Utluna
VISE

API Availability

Has API

API Availability

Has API

Pricing Information

$9 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Ellevest

Date Founded

2014

Company Location

United States

Company Website

www.ellevest.com/investing

Company Facts

Organization Name

Charles Schwab

Date Founded

1973

Company Location

United States

Company Website

www.schwab.com/brokerage

Popular Alternatives

Popular Alternatives

ProTracker RMD Reviews & Ratings

ProTracker RMD

ProTracker Software, Inc.