Women Investors Network

What Women Investors Network does

Women Investors Network (WIN) is a 501(c)(3) nonprofit organization founded in January 2019 by Sara Omohundro, an Investment Strategist at Goelzer Investment Management, and headquartered in Indianapolis, Indiana. The organization operates a membership-based networking, mentorship, and professional development platform focused on connecting, empowering, and advancing women in the investment industry in central Indiana. Its core offerings include quarterly in-person and virtual networking events (often co-hosted with the CFA Society of Indianapolis), a formal mentorship program pairing early-career women with experienced investment professionals, a job board for member companies, community outreach volunteer opportunities (e.g., with Coburn Place and Dress for Success), and university outreach aimed at growing a diverse talent pipeline into the investment industry.

The organization's technology infrastructure is intentionally lean and entirely third-party: Squarespace hosts the public website and donation pages, Eventbrite manages event registration, Google Forms handles mentorship applications, and Revv.co processes individual, student, and corporate memberships as well as tax-deductible donations. WIN does not build or operate any proprietary technology product, mobile application, or API.

WIN's business model is a hybrid nonprofit revenue stack comprising recurring membership fees (individual, student, and corporate tiers with publicly undisclosed pricing), tax-deductible charitable donations, and a small transactional stream from non-member job postings priced at $50 each. Corporate members — including J.P. Morgan Asset Management, J.P. Morgan Private Bank, Indiana Public Retirement System (~$50B AUM), 40|86 Advisors, CFA Society of Indianapolis, Reams Asset Management, Select Sector SPDRs, and Valeo Financial Advisors — purchase bulk memberships that grant all employees access to events and benefits. The organization is led by a small executive team (1-10 total personnel) consisting of President/Founder Sara Omohundro, Partner DeAndra Ballard, Leadership Team Member Paige McHugh (joined 2023), and Board Member Lisa Cantu (joined 2025), and serves students and professionals exclusively in the central Indiana region.

Name

Women Investors Network

Legal name

Women Investors Network, Inc

Website

https://womeninvestorsnetwork.org

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Women Investors Network is a 501(c)(3) nonprofit founded in 2019 in Indianapolis that provides networking events, mentorship programs, job board access, and community outreach to women professionals and students in central Indiana's investment industry.

Ownership category

akta.pro rank

Product category

Women in Investment Industry Networking

NAICS

Professional Organizations (81392)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Finance & Investment Conferences (MPAGAGAG)

Keywords

• Women in finance
• Investment industry networking
• Mentorship programs
• Professional membership organization
• Nonprofit community building

Headquarters

HQ city

Indianapolis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Donations: As a 501(c)(3) nonprofit organization, WIN relies on charitable donations from supporters. Donations are tax-deductible and help fund events and programming.
2. Individual and Student Memberships: Membership fees provide access to networking events, mentorship programs, community outreach opportunities, and job board access. Student memberships offer discounted rates for active university students.
3. Corporate Memberships: Organizations can purchase bulk memberships for all employees, granting them access to WIN events and member benefits.
4. Job Postings: Job postings are offered free of charge for members and at $50 for non-members. Revenue is generated from non-member job postings.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Women Investors Network delivers networking events, a structured mentorship program, individual/student/corporate memberships, a job board, and community outreach initiatives to connect, empower, and advance women in the central Indiana investment industry. As a 501(c)(3) nonprofit, it is funded by donations, membership fees, and sponsorships rather than product sales.

Product overview

Women Investors Network is a 501(c)(3) nonprofit organization offering a portfolio of membership-based programs and events focused on connecting, empowering, and advancing women in the central Indiana investment industry. The core offerings include quarterly Networking Events, a Mentorship Program pairing early-career women with experienced professionals, Individual and Student Memberships with benefits including discounted event registration and job board access, Corporate Memberships for organizations, Sponsorships, a Job Board for member companies, and Community Outreach opportunities. All programs serve students and professionals in the central Indiana area.

Differentiator

Problem solved

Functional benefit

Products and services

• Networking Events Quarterly in-person and virtual networking events held in the central Indiana area, open to members and non-members, often featuring joint events with organizations like the CFA Society of Indianapolis.
• Mentorship Program Program that pairs women early in their investment careers with experienced investment professionals to accelerate career growth through guidance and professional connections. Applications are submitted via Google Forms.
• Individual Membership Membership providing discounted event registration, community outreach opportunities, job board access, and mentorship connections for individuals in the investment industry.
• Student Membership Discounted membership for active university students interested in pursuing careers in the investment industry, with access to networking events and mentorship.
• Corporate Membership Bulk membership option for organizations, granting all employees access to Women Investors Network events and membership benefits.
• Job Board Platform for member companies to post open positions, connecting them with diverse candidates in the central Indiana investment industry; free for members, $50 for non-members.
• Donations and Sponsorships Tax-deductible donations and corporate sponsorships supporting WIN events and programming, with inquiries directed to [email protected].

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eleven partnerships are on record, tiered minor and core.

• 40|86 AdvisorsminorOthersCorporate member of WIN. 40|86 Advisors is the investment arm of CNO Financial Group. Posts investment research analyst job opportunities through WIN's job board.
• CFA Society of IndianapoliscoreStrategic or Co-development PartnerCollaborates with WIN on joint events and professional development programming. CFA Society of Indianapolis is a professional organization for investment professionals.
• Indiana Public Retirement SystemminorOthersCorporate member of WIN. INPRS is one of the largest 100 pension systems in the United States, managing approximately $50 billion in assets for 473,000 members.
• J.P. Morgan Asset ManagementminorOthersCorporate member of WIN. J.P. Morgan Asset Management is a global investment management firm supporting women in the industry.
• J.P. Morgan Private BankminorOthersCorporate member of WIN. J.P. Morgan Private Bank supports WIN's mission of advancing women in the investment industry.
• Reams Asset ManagementminorOthersCorporate member of WIN. Reams Asset Management is an investment management firm participating in WIN's corporate membership program.
• Select Sector SPDRsminorOthersCorporate member of WIN. Select Sector SPDRs is an ETF provider supporting the organization's initiatives.
• Valeo Financial AdvisorsminorOthersCorporate member of WIN. Valeo Financial Advisors is a financial advisory firm participating in WIN's corporate membership program.
• Butler UniversityminorStrategic or Co-development PartnerWIN collaborates with local universities including Butler University to inform students about careers in investing and grow a diverse talent pipeline.
• Coburn PlaceminorOthersWIN members volunteer at this central Indiana organization as part of community outreach initiatives.
• Dress for SuccessminorOthersWIN members volunteer at Dress for Success as part of community outreach initiatives, supporting professional women in the central Indiana area.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Women in ETFs: Nonprofit organization dedicated to advancing women in the ETF industry through networking events, education, and leadership programs. Comparable to WIN as a women-focused investment-industry nonprofit with event-driven programming and corporate sponsorships.
• 100 Women in Finance: Global nonprofit network for women in the finance and alternative-investment industries, offering peer networking, education, and mentorship programs. Closely comparable to WIN's mission, structure, and programming, though operating at a much larger global scale.
• Ellevate Network: Professional women's network offering networking events, mentorship circles, and community programming for women in business and finance. Comparable community-led, membership-based model serving women in professional industries.
• Girls Who Invest: Nonprofit focused on increasing the number of women in portfolio management and investment management through education, scholarships, and career pipeline programs. Comparable to WIN's investment-industry DEI and pipeline-building mission.

Regional players

• Financial Women's Association: New York-based nonprofit professional organization for women in finance, providing networking, education, and mentorship. Comparable model to WIN but anchored in NYC and serving a national rather than regional membership.
• Women's Bond Club: Nonprofit organization for women in the financial-services industry with a focus on fixed income and capital markets, hosting networking events, mentoring, and scholarships. Comparable nonprofit women's-finance network, primarily NYC-based.

Emerging players

• Forte Foundation: Nonprofit consortium focused on launching women into business and finance careers through education, scholarships, and employer connections. Comparable to WIN's DEI-and-pipeline mission at the intersection of women and financial careers.

Broad incumbents

• CFA Institute: Global professional association that awards the CFA charter and operates through a network of member societies, including WIN's strategic partner CFA Society of Indianapolis. Comparable in serving investment professionals but vastly larger and globally focused.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Women Investors Network