Contact Information
Company Information
Industry
financial services
Annual Revenue
19619000.0
Total Funding
146960734.0
Professional Summary
Sylvia Kwan serves as CEO and Chief Investment Officer at Ellevest. Ellevest operates in the financial services sector with approximately 81.0 employees. The company is headquartered in San Francisco, California. Ellevest generates annual revenue of 19619000.0. To date, Ellevest has raised 146960734.0 in total funding, with the most recent round being Series B.
Industry & Role Insights
-
•
MessageCEO tracks 11,960 executives in the financial services sector.
-
•
13,743 executive contacts are available in California.
-
•
Our database includes 201,469 c suite-level executives.
Technologies
Cloudflare DNS
Amazon SES
SparkPost
Gmail
Pardot
Google Apps
MailChimp SPF
Microsoft Office 365
Zendesk
CloudFlare Hosting
Segment.io
VueJS
AudioEye
Braze
Webflow
Salesforce
Hotjar
Google Play
Greenhouse.io
Linkedin Marketing Solutions
Ruby On Rails
Facebook Custom Audiences
Google AdWords Conversion
Facebook Widget
Bing Ads
Shopify
Google Analytics
Google Font API
DoubleClick Conversion
Visual Website Optimizer
Cedexis Radar
Facebook Login (Connect)
DoubleClick
Mobile Friendly
Typekit
Adobe Media Optimizer
Google Tag Manager
Vimeo
Google Dynamic Remarketing
IoT
AI
Flutter
Remote
Python
Keywords
personal finance
investment advice
software
portfolio management
financial services
fin tech
investment management
finance
automated investing
financial planning
wealth management
investment strategy
goal-based investing
retirement accounts
rollover ira
tax strategies
impact investing
gender-lens investing
account minimums
add-on planning
personalized portfolios
diversified investment
financial guidance
budgeting strategies
debt management
equity compensation
inheritance planning
divorce financial analysis
holistic investment management
client support services
financial literacy for women
risk management
esg investments
women-first financial services
financial advisors
certified financial planners
financial wellness
wealth building
financial independence
tax minimization
retirement planning strategies
step-by-step financial guidance
sustainable investments
income security
individual retirement accounts
portfolio rebalancing
financial checkpoints
personalized goals planning
monthly financial insights
assets under management
client engagement
impact-focused investments
education on finances
comprehensive financial plans
financial empowerment
women-focused investing
gender-aware investment
personalized financial planning
financial literacy
subscription-based services
robo-advisor technology
educational resources
community support
holistic financial solutions
tailored investment strategies
women financial advisors
automatic portfolio rebalancing
diverse client demographics
financial coaching
esg investing
long-term financial security
unique financial challenges
accessible financial services
client-centric approach
innovative investment solutions
financial health tracking
gender-specific financial needs
comprehensive financial planning
membership tiers
digital workshops
personalized guidance
capital markets
information technology & services
finance technology
Related Executives
Outreach Guidance — financial services Sector
Financial services executives like Sylvia Kwan prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.
Sylvia Kwan's Position in the MessageCEO Database
- •Sylvia Kwan is 1 of 1 verified executive contact we track at Ellevest.
- •11,735 verified executive contacts in financial services are in the MessageCEO database.
- •12,901 verified executive contacts in California are in the database.
- •38 verified contacts work at financial services companies in the 81.0 employee range (same size as Ellevest).
Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated July 2026.
Frequently Asked Questions
How do I reach Sylvia Kwan directly?
Sylvia Kwan's verified email address is available to MessageCEO Pro subscribers. They currently serve as CEO and Chief Investment Officer at Ellevest. Access direct contact info to skip gatekeepers and reach the decision maker.
What company does Sylvia Kwan work for?
Sylvia Kwan is CEO and Chief Investment Officer at Ellevest, a company in the financial services sector with 81.0 employees. The company is based in San Francisco, California.
Can I pitch or sell to Sylvia Kwan?
As CEO and Chief Investment Officer at Ellevest, Sylvia Kwan is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Sylvia Kwan directly — ideal for B2B sales, partnerships, and executive recruiting.
What industry is Sylvia Kwan in?
Sylvia Kwan works in the financial services industry as CEO and Chief Investment Officer at Ellevest. MessageCEO provides verified contact information for executives across all major industries.
Is Sylvia Kwan's contact information verified?
Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Sylvia Kwan's profile is kept up-to-date with the latest available information.
Last updated: July 24, 2026
Get Full Contact Details
Subscribe to reveal email addresses and export contacts.
View Plans