Understanding women’s unique financial perspective.

Discovering attitudes on money, investing, and the financial services industry with Ellevest.




  • Diversity, Equity & Inclusion
  • Consumer Sentiment

The Challenge

Gaining Deeper Insight into Women & Finance.

An alternative to traditional Wall Street firms, Ellevest was founded to provide women with a welcoming, innovative, and cost-effective investment service. The company conducted a study to gain a comprehensive understanding of women’s attitudes on money, investing, and the financial services industry.

Our Client's goals were to:

  • Understand sentiment about topics ranging from career and finances
  • Use insights to drive product and marketing decisions

Research & Results

Creating an Inclusive and Robust Survey.

Ellevest partnered with CMB to survey 2,000 American women and men about topics ranging from career and finances (including gender wage and investment gaps) to the 2016 US Presidential Election. The sample included augments of LBTQ-identifying women and women of color to ensure a robust view.

The research served multiple purposes, serving as the foundation of Ellevest’s 2018 Money Census report and PR campaign—underscoring Ellevest’s position as an authority on women and investing, as well as providing important information for product and marketing decisions.

About the Client

Ellevest was built by women, for women.

Ellevest is a financial company, for women by women. It was founded to help close the gender money gaps and provide a modern, engaging investing experience to help women achieve their financial goals in life. Learn more about Ellevest here.

Our People

Meet our top-notch team who made all the difference.

Lori Vellucci SVP, Financial Services