Fundz

Ellevate Financial, Inc. reported raising $2 Million in an initial SEC Form D filing, from an offering of $2 Million

PRIVATEJun 04, 2015

Amount Raised

$2 Million

$2 Million sold, per SEC Form D (first sale Jun 4, 2015)

Round Type

Seed

New YorkInformation TechnologyFinancial ServicesFinance

Who to call at Ellevest, and when

A new round usually means Ellevest is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Ellevest raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Ellevest, from your own LinkedIn network

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Company Information

Company

Ellevest

Location

New York, New York, United States

About

Ellevest was founded in 2014 by Sallie Krawcheck with a mission to get more money in the hands of women. Named the 8th fastest-growing fee-only Registered Investment Advisor in the US with assets of $1 billion+, Ellevest's team of all-women financial advisors and planners helps clients build and manage their wealth through intentional impact investing and financial planning.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Ellevest raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Predictive Intelligence
Strategic

ML-powered predictions for Ellevest's next move

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Ellevest raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.