Ellevest is a financial learning and coaching platform for women founded in 2014 by Wall Street veteran Sallie Krawcheck. Initially focused on shrinking the gender investment gap, the company has since expanded its services to tackle the gender wealth gap with new banking products. However, they faced challenges due to their previous financial data provider making it difficult for members to connect their accounts. To address this issue, Ellevest chose Plaid as a solution, aiming to improve user experience and conversion rates.