Money With A Mission

What Money With A Mission does

Money With Mission is a private investment firm founded by Dr. Felecia Froe, MD — a former urologist who transitioned to full-time investing after the 2008 financial crisis — that serves high-earning professional women (physicians, surgeons, attorneys, executives, entrepreneurs) seeking to diversify beyond traditional Wall Street investments. The company operates a curated membership community called Wealth B-Hers (with an international variant branded Wealth B-Hers International / Wealth BuildHers International) that grants members access to vetted private investment opportunities including real estate syndications, private placements, and social impact investments, supported by a due diligence process refined over more than a decade.

The product surface spans an application-based subscription membership (founding rate $297/month or $2,970/year, with public pricing rising to $497/month), a 5-day luxury retreat experience called Resilient by Nature at Jungle Bay Resort in Dominica ($4,200-$5,200 per attendee), free educational lead magnets (14-Day Wealth Alignment, 7 Steps workbook), a book titled 'How to Create Wealth That Outlives You', and a podcast distributed across major platforms. Underlying intellectual property consists of the proprietary LIVE Framework (Learn, Invest, Value, Enjoy) and the founder's decade-long vetted sponsor network rather than any technology platform.

Revenue is generated through recurring membership subscriptions, one-time retreat bookings (distributed via iLumn8.Life), and educational content sales. Go-to-market is community-led and sales-led: content marketing (podcast, blog, free resources) drives top-of-funnel awareness, free discovery calls qualify prospects, and application-based onboarding gates community access. The company has no external institutional funding, operates with 1-10 employees, and has partnerships with Eco Alliance Group (social impact deal flow) and iLumn8.Life (retreat logistics).

Name

Money With A Mission

Legal name

Money With Mission

Website

https://moneywithmission.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

1–10 employees

Short description

Money With Mission is a private investment firm founded by Dr. Felecia Froe that operates the Wealth B-Hers membership community, providing high-earning professional women with access to vetted off-Wall Street investments, social impact deals, due diligence support, and wealth-building education including retreats and podcasts.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Equity Fundraising Placement (FSAEALAB)

akta.pro secondary industries

Private Banking Philanthropy & Impact Advisory (FSABADAJ), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH)

Keywords

• Social impact investing
• Wealth management services
• Investment education
• Private investment access
• Financial advisory services

Headquarters

HQ city

Asheville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Membership Subscriptions: Monthly and annual subscription fees for access to the Wealth B-Hers private community. Founding members pay $297/month or $2,970/year. Public pricing is $497/month after founding cohort closes. Includes vetted deal access, due diligence support, and community membership.
2. Retreat Programs: In-person retreat experiences including the Resilient by Nature Wealth B-Hers Retreat at Jungle Bay Resort, Dominica. Pricing ranges from $4,200 (shared villa) to $5,200 (single villa) for 5 days, 4 nights including accommodations, meals, wellness activities, and wealth-building sessions.
3. Educational Resources: Free and paid educational content including the 14-Day Wealth Alignment Journey, 7 Steps to Building Resilient Wealth workbook, and potentially the full course offering. Book sales include 'How to Create Wealth That Outlives You'.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

Money With Mission is a private investment firm that connects high-earning professional women to vetted off-Wall Street investment opportunities including real estate syndications, private placements, and social impact investments. The company operates the Wealth B-Hers private membership community, providing curated deal access, rigorous due diligence support, and education through its proprietary LIVE framework (Learn, Invest, Value, Enjoy). It supplements the membership with a paid luxury retreat (Resilient by Nature at Jungle Bay Resort, Dominica), a podcast, and a published book.

Product overview

Money With Mission is a private investment firm founded by Dr. Felecia Froe that provides professional women with opportunities to build wealth through off-Wall Street investing. The company operates as a unified brand with multiple sub-brands and offerings: the core Wealth B-Hers membership community ($297/month or $2,970/year) provides vetted private investment deal access and due diligence support; the Resilient by Nature luxury retreat ($4,200-$5,200) offers in-person wealth-building experiences; the Wealth B-Hers Podcast delivers free educational content; and free resources including the book 'How to Create Wealth That Outlives You' and the '7 Steps to Resilient Wealth' workbook provide foundational education. A five-step process (Assess, Evaluate, Identify, Vet, Support) guides members through investment discovery to capital placement. The company connects mission-minded investors to vetted private investment opportunities in real estate syndications, private placements, and impact investments backed by tangible assets.

Differentiator

Problem solved

Functional benefit

Brands

• Wealth B-Hers: A curated community for professional women who are ready to invest outside Wall Street with confidence, purpose, and a network. Includes a top-ranked podcast focused on social-impact investing.
• Wealth BuildHers International
• Resilient by Nature

Products and services

• Wealth B-Hers Membership Community A curated private membership community for high-earning professional women providing vetted access to off-Wall Street investment opportunities (real estate syndications, private placements, social impact investments), due diligence support, financial-goal assessment, and a five-step process (assess, evaluate, identify, vet, support) culminating in capital placement. Founding members pay $297/month or $2,970/year (locked rate while membership continues); public pricing is $497/month after the founding cohort closes. Targets accredited professional women investors.
• Resilient by Nature Wealth B-Hers Retreat A 5-day, 4-night all-inclusive luxury eco-resort retreat at Jungle Bay Resort, Dominica, for women focused on building resilient wealth. Includes villa accommodations, farm-to-table meals, spa massage, daily wellness and adventure activities, and wealth-building sessions led by Dr. Felecia Froe. Pricing: $4,200 per person (shared villa) or $5,200 per person (single villa). Distributed through partnership with iLumn8.Life.
• How to Create Wealth That Outlives You (Book) A published book by Dr. Felecia Froe covering strategies for creating lasting wealth through alternative investments and social impact investing. Sold via online retail (Amazon).

Quantifiable outcome

• The cumulative lifetime earnings gap between men and women at retirement age is $1,055,000 according to referenced Merrill Lynch Report data.
• +3 more outcomes

Named customers5 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Four partnerships are on record, tiered core and minor.

• iLumn8.LifecoreChannel Partner/ Reseller/ DistributoriLumn8.Life serves as the organizing partner for the Resilient by Nature Wealth B-Hers Retreat, handling travel coordination, customer care, payment processing, and group program logistics. Felecia Froe serves as lead facilitator providing expertise and content. The partnership enables delivery of the luxury retreat experience at Jungle Bay Resort, Dominica.
• Eco Alliance GroupcoreStrategic or Co-development PartnerMoney With Mission has partnered with Eco Alliance Group on social impact projects including indoor vertical farms and grocery stores in food desert areas. Dr. Felecia Froe has raised money for social impact projects through this partnership, providing healthy food access to underserved communities.
• PhilanthroinvestorsminorStrategic or Co-development PartnerPhilanthroinvestors is founded by Ivan An who has appeared on the Money With Mission podcast. The company focuses on social impact investing, aligning with Money With Mission's mission to leverage investment for community benefit.
• Jungle Bay ResortcoreOthersJungle Bay Resort in Dominica is the venue partner for the Resilient by Nature Wealth B-Hers Retreat. The eco-resort provides luxury accommodations, wellness activities, adventure excursions, and conference facilities for the 5-day, 4-night wealth-building experience.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Stash: Stash is a consumer investing platform offering fractional shares, education, and guidance to beginning investors. Like Money With Mission, it leverages content and education to acquire and retain investors, but it serves a broader mass-market audience rather than accredited professional women.
• Yieldstreet: Yieldstreet is an alternative investment platform offering private credit, real estate, and other asset-backed opportunities to individual investors. Comparable to Money With Mission's vetted deal access model but operating at much larger scale with institutional backing.

Emerging players

• Masterworks: Masterworks is a fintech platform that securitizes fractional interests in fine art, allowing individual accredited investors to access alternative assets. Like Money With Mission, it focuses on bringing alternative investments to non-Wall-Street accredited investors with educational content.
• OpenInvest: OpenInvest provided socially responsible investment management and reporting tools for advisors and institutions. Comparable to Money With Mission in values-aligned investing, though serving a more institutional channel.
• Ethic: Ethic is a technology-driven asset manager offering personalized, socially responsible portfolios to advisors and HNW clients. It competes with Money With Mission in the impact/values-aligned investing space but is built as a scalable tech platform rather than a community-led membership.

Direct peers

• ImpactAssets: ImpactAssets is a nonprofit impact investing donor-advised fund and field-builder for HNW philanthropists. It parallels Money With Mission in connecting mission-minded investors to vetted impact opportunities but operates as a registered nonprofit with a much broader product set.
• RealtyMogul: RealtyMogul is an online platform that gives individual investors access to commercial real estate syndications and private placements. It directly parallels Money With Mission's model of curating and vetting off-Wall Street real estate deals for accredited investors, though without the women-focused community overlay.
• Ellevate Network: Ellevate Network is a professional women's community offering mentorship, networking, and career/finance education. Like Wealth B-Hers, it monetizes a curated community of professional women with education-driven programming, though its content extends beyond investing into broader career advancement.
• Ellevest: Ellevest is a digital wealth management platform built specifically for women, offering investment portfolios, financial planning, and education. It is the closest direct peer to Money With Mission in terms of targeting professional women with curated investment experiences and content-led acquisition.
• Worth (formerly Women's Financial Network / Worth Media): Worth is a financial media and education brand serving HNW individuals with content on investing, wealth-building, and lifestyle. Like Money With Mission, it monetizes women-focused wealth content, community, and educational products around alternative and impact investing.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/moneywamission
• YouTubeyoutube.com/channel/UCV2cYACflAVKlZ9ZIN7B79w
• Facebookfacebook.com/moneywithamissionmwam
• LinkedInlinkedin.com/company/money-with-mission
• Instagraminstagram.com/moneywithmission

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Money With A Mission