ELLEVEST, INC.

Profile

Company Names

ELLEVEST, INC.
ELLEVATE FINANCIAL, INC.

Addresses

48 W 25TH STREET, 6TH FLOOR, NEW YORK, NY 10010

160 WEST 24TH STREET, #14E, NEW YORK, NY 10011

Phone Numbers

844-355-7100
401-524-2900

 

Entity Type:

CORPORATION

Industry:

INVESTING, OTHER TECHNOLOGY

Year Incorporated:

2014

State Incorporated:

DELAWARE

Total Amount Raised:

$81,296,238.00

Number of Funding Rounds:

5
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
5
2020-10-30 
$12,311,327.00 
$12,311,327.00 
$0.00 
Equity 
4
2019-03-11 
$34,499,998.00 
$38,000,000.00 
$3,500,002.00 
Equity 
3
2018-10-12 
$26,000.00 
$832,000.00 
$806,000.00 
 
2
2017-08-04 
$32,458,913.00 
$34,638,928.00 
$2,180,015.00 
Equity 
1
2015-05-21 
$2,000,000.00 
$2,000,000.00 
$0.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
JENNY 
 
ABRAMSON 
DIRECTOR
ROCHELLE 
 
KING 
DIRECTOR
SALLIE 
 
KRAWCHECK 
EXECUTIVE OFFICER, DIRECTOR
CHARLES 
 
KROLL 
EXECUTIVE OFFICER, DIRECTOR
CATHERINE 
 
ODELBO 
DIRECTOR
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
D
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2020-10-30 
D/A
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2019-03-11 
D/A
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2019-03-11 
D
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2019-03-11 
D
INVESTING 
 
DECLINE TO DISCLOSE 
 
2018-10-12 
D
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Equity 
2017-08-04 
D
OTHER TECHNOLOGY 
 
DECLINE TO DISCLOSE 
Equity 
2015-05-21 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#