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Ellevest vs WealthSimple


 EllevestWealthSimple
 Learn MoreLearn More
 

Ellevest

WealthSimple

SPECIAL OFFER
Ellevest Executive with 50% Off Coaching - Learn More

SPECIAL OFFER
Wealthsimple Cash Account - Learn More

 

Benefits and Features

Annual Fee
  • $1/mo for Essential Plan
  • $5/mo for Plus Plan
  • $9/mo for Executive Plan
0.5% for accounts up to $100k; 0.4% for accounts over $100k
Minimum Deposit
$0 for all membership tiers
$0
Phone Support
Yes - normal business hours
Yes - M-Th 9a-8p ET; Fri 9a-5:30p ET
Live Chat Support
No
No
Email Support
Yes
Yes
Human AdvisorsDiscounts for members for coaching sessions
Yes
Robo Advisor
Check
Check
Assets Under Management
$280 Million
$2 Billion
Tax Loss Harvesting
No
Available for accounts over $100,000
Goal Tracker
Yes
No
Automatic Deposits
Yes
Yes
Online Platform
Yes
Yes
iPhone App
Yes
Yes
Android App
Yes
Yes
BankingSpend and Save accounts*; No minimum balance and no monthly service fees 
Mobile App
Yes
 
Fractional Shares
Yes
Yes
Taxable Accounts
Yes
Yes
401k Plans
No
No
IRA Accounts
Yes
Yes
Roth IRA Accounts
Yes
Yes
SEP IRA Accounts
Yes
Yes
Trust Accounts
No
Yes
529 Plans
No
No

Wealthsimple Cash Account

Blank fields may indicate the information is not available, not applicable, or not known to CreditDonkey. Please visit the product website for details.

Ellevest: Pricing information from published website as of 08/10/2020


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