Ellevest Inc

Ellevest Inc, legally known as ELLEVEST, INC., is a DE Corporation providing financial advisory services to a clientele of over 19,000 individuals. With 82 employees, including three advisors, Ellevest has been approved by the U.S. Securities and Exchange Commission since September 28, 2015.

• CE FINTECH I LIMITED PARTNERSHIP

  SHAREHOLDER (SERIES A PREFERRED) owns more than 5% but less than 10%

• CHARLES HOPE KROLL

  PRESIDENT owns more than 10% but less than 25%

• KHOSLA VENTURES SEED C, LP

  SHAREHOLDER (SERIES A PREFERRED) owns more than 10% but less than 25%

• KHOSLA VENTURES V, LP

  SHAREHOLDER (SERIES A PREFERRED) owns more than 5% but less than 10%

• MORNINGSTAR, INC

  SHAREHOLDER (COMMON, SERIES A PREFERRED) owns more than 10% but less than 25%

• MUNESHRIE NMN TIWARI

  CHIEF COMPLIANCE OFFICER/COUNSEL owns less than 5%

• PPG INVESTORS, L.L.C.

  SHAREHOLDER (SERIES A PREFERRED) owns more than 10% but less than 25%

• RETHINK IMPACT ELLEVEST, LLC

  SHAREHOLDER (SERIES A PREFERRED) owns more than 5% but less than 10%

• RETHINK IMPACT, LP

  SHAREHOLDER (SERIES A PREFERRED) owns more than 10% but less than 25%

• SALLIE LEE KRAWCHECK

  CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%

• JOSEPH D MANSUETO

  EXECUTIVE CHAIRMAN OF THE BOARD owns more than 50% but less than 75%

• KHOSLA VENTURES SEED ASSOCIATES C, LLC

  MEMBER owns more than 25% but less than 50%

• PPG 2008 TRUST

  TRUSTEE owns 75% or more

• SK IMPACT FUND, LLC

  PARTNER owns more than 25% but less than 50%

• Francis Financial Inc
• Maritime Capital LLC
• TSE Capital Management LP
• Autonomy Americas LLC
• Jacobs Asset Management LLC
• Field Street Capital Management LLC
• Clearbrook Investment Solutions LLC
• Guggenheim Investment Advisors LLC
• Beekman Wealth Advisory LLC
• Deerpath Capital Management LP

• Ellevest, Inc. Q3 2022 vs. Q4 2022: Comparing 13F Holdings and Changes

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