Ellevest

Maybe you are going through an IPO, maybe your friend is, maybe you're just curious … that's why we’re hosting this conversation on October 29! Join Emily Green, Ellevest’s Head of Wealth Management, and Audrey Paris Giannini, CPA and co-founder of Vinance LLC, for a live conversation where they'll cover what to do (and not do) as your IPO approaches including how to think about concentrated stock and taxes. Register here: https://lnkd.in/gk9hDMGq

The wall between public and private markets is coming down. Whether that’s the biggest access story in a generation or a rush into assets you can’t sell is the question. Thank you to our Supporting Sponsor, Gemini Markets. Ryan Todd joins “The New Access Economy” panel at The Unshaken Investor in NYC on Tuesday, Oct 27. The panel will dig into what serious allocators are actually buying, how to judge quality when everyone is selling scarcity, and what access costs once you’re locked in. Tickets: https://lnkd.in/gr8xXuxu

She was poached by “the most powerful woman on Wall Street.” I thoroughly enjoyed this conversation with Ellevest CEO Sylvia S. Kwan, CFA, CAIA, who joined us to tackle 3 Pressing Questions on women, money and wealth. We discussed: • What holds women back when it comes to money? In a previous Ellevest survey, just 36% of women said they invest, compared with 63% of men. Why? • How to get in the game, no matter how much you have • The cold message from Wall Street legend Sallie Krawcheck that changed Sylvia’s career • How to navigate the Great Wealth Transfer, with trillions of dollars expected to shift • Money and wellbeing: How to pursue financial success beyond returns 🎙️ New Behind the Business episode out now on YouTube: https://bit.ly/YTBTB - Apple Podcasts: http://bit.ly/3IFGuIA  - Spotify: https://bit.ly/SpotiBTB  #investing #personalfinance #womeninfinance #businesspodcast

Your money should reflect your life, not the other way around. That’s what financial planning is all about. 💚 I’d love to hear what matters most to you! Explore Ellevest's Wealthcare Profile: https://lnkd.in/g3jHBzFs

A financial plan works harder when it starts with the whole person. The new Ellevest Wealthcare Profile brings your values, goals, priorities, and financial picture together — so every conversation can begin with what matters most. Get started here: https://lnkd.in/gfv5bVaW

High rates. Policy whiplash. Midterms. Geopolitical headlines. A market increasingly focused on the AI trade. There's no shortage of variables for serious investors to consider. The harder question is which signals deserve action and which are just noise. That's the exact premise we're unpacking next week at The Unshaken Investor, Brew Markets' event built for serious allocators, investors and operators working to better understand the current state of the market, where judgments can go wrong, and how to position for uncertainty without reacting to every headline. Here's what we'll cover: 📖 Peter Boockvar on what past market cycles can teach us about risk management today and where the lessons stop applying. 💰 Danielle DiMartino Booth, Daniel Ives, and Erin Delmore on what's priced in and where their macro and tech lenses differ on what is being missed. 🧠 Daniel P. Egan on the behavioral side of building a portfolio that can last and what can be learned from the psychology of investing. 🚪 Kavita Datta, Emily Green, Mike Dinsdale, CFA, and Ryan Todd on the "new" access economy, exploring which doors to private markets are genuinely new, and which are old products in new packaging. Expect a candid debate about who gets access and what it costs in fees, lockups, and liquidity once the pitch wears off. 🤯 And finally, Peter Tuchman, best known as the "Einstein of Wall Street", on what he's learned from decades of experience on the NYSE floor. If you're deciding what to do with capital in a market this loud, this is the room you want to be in. Save your seat in the comments! 🎟️

Maybe you are going through an IPO, maybe your friend is, maybe you are just curious … that's why we’re hosting this conversation. Register to join us on October 29, 2026: https://lnkd.in/gWr4krAN

Women aren’t risk-averse. We’re risk-aware. That line from Ellevest CEO Sylvia S. Kwan, CFA, CAIA, matches what we see every day. Our early-2026 report found that 67% of women investors plan new venture deployments in 2026, many of them in private markets for the first time. And 77% invest with a values lens. Sylvia makes a point we agree with: access to private markets isn’t the main barrier anymore. What’s missing is engagement, education, and a way to find the right opportunities. If women don’t know an opportunity exists, they can’t invest in it. We're working to close this gap by: → Helping women learn how venture works before they write their first check → Connecting investors with women-founded companies aligned with their values → Building a community of women operators ready to bring other women to the table with them $124 trillion will change hands in the U.S. by 2048, and women will inherit most of it. What matters now is where that capital goes. Read Sylvia’s full interview with Chief: https://lnkd.in/e4Ubgc2j Read our report: https://lnkd.in/eaY5FJxi

If you're not following Lindsey Stanberry, Alicia Adamczyk, and The Purse then you're really missing out ... 👇🏼