WIFS

What WIFS does

Women in Insurance and Financial Services (WIFS) is a U.S. nonprofit professional membership association founded in 1936 and headquartered at 2828 N Central Ave., Suite 1100D, Phoenix, Arizona. The organization is dedicated to attracting, developing, and advancing women in the insurance and financial services profession through programming designed for women by women. Its membership base skews experienced — over three-quarters of members report 10+ years in the industry and earn six-figure salaries — and is served through a national structure of 20 active chapters and 5 aspiring chapters spanning 12+ U.S. states (Arizona, California, Colorado, Florida, Georgia, Indiana, Missouri, Oregon, Pennsylvania, Texas, Alaska) plus a Virtual Chapter for non-geographic members.

WIFS delivers its services through a portfolio of member-facing programs rather than a technology product: an annual National Conference (WIFS 2026 scheduled as the flagship), monthly Education Webinars, a structured Mentorship Program, recognition awards (Woman of the Year, Circle of Excellence), a searchable Membership Directory, and content platforms LeadHER Blog and AdviseHER. The organization does not operate proprietary technology; its digital footprint consists of a standard website (wifsnational.org), a MemberClicks-hosted membership portal (wifs.memberclicks.net/join-now), and commodity social channels on LinkedIn, Facebook, Instagram, and Twitter.

The business model is a subscription-recurring nonprofit model funded primarily by individual membership dues, supplemented by corporate sponsorship (Partners for Excellence: NLG, Ameritas, Ibexis, Cambridge, Penn, and chapter-level sponsors such as 1847Financial) and event revenue from the national conference and webinars. Distribution is community-led, relying on chapter networks, member referrals, and event-based engagement rather than paid marketing. Governance is by a volunteer National Board of Directors (2026 President: Christy Aleckson) with 1–2 year officer terms and chapter representation. Revenue and headcount are not publicly disclosed.

Name

WIFS

Legal name

Women in Insurance & Financial Services

Website

https://wifsnational.org

Company type

Private

Founded year

1936

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

WIFS is a U.S. nonprofit professional membership association founded in 1936 that supports women in the insurance and financial services industry through regional chapters, mentorship, webinars, an annual national conference, and content platforms.

Ownership category

akta.pro rank

Headquarters

HQ city

Phoenix

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, Technology or R&D

Revenue model

1. Membership Dues: WIFS generates revenue through annual membership fees paid by financial services professionals. Membership provides access to networking, mentorship, professional development webinars, chapter events, and national conferences.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels11 records

Core offering

WIFS is a nonprofit professional membership association that provides women in the insurance and financial services industry with networking, mentorship, education webinars, regional chapter events, and an annual national conference. Members pay annual dues to access a community-led portfolio of career development, leadership, and peer-support programs designed to attract, develop, and advance women in the profession.

Product overview

Women in Insurance and Financial Services (WIFS) is a professional membership association, not a technology product company. It offers a unified portfolio of member services including a flagship annual National Conference, monthly Education Webinars, a Mentorship Program, regional Chapter Network (20 active chapters across the US), recognition programs (Circle of Excellence and Woman of the Year Award), a Membership Directory, and media platforms (AdviseHER and LeadHER Blog). These services are designed to Attract, Develop, and Advance women in the insurance and financial services profession through networking, education, mentorship, and leadership development.

Differentiator

Problem solved

Functional benefit

Products and services

• WIFS Membership Annual membership providing women professionals in the insurance and financial services industry with access to networking, mentorship, professional development webinars, chapter events, the membership directory, and the national conference.
• WIFS National Conference Annual flagship national conference providing education, networking, and professional development opportunities for members in the insurance and financial services industry, with corporate sponsorship and exhibitor opportunities.
• Education Webinars Monthly educational webinars providing professional development, industry insights, and peer-to-peer connections for members in insurance and financial services.
• Mentorship Program Structured mentoring program that pairs experienced insurance and financial services professionals with women entering or advancing in the field to support career growth.
• Chapter Network Regional chapter network of 20 active and 5 aspiring chapters across the U.S. providing local networking, education, book clubs, luncheons, and community engagement for members.
• Circle of Excellence Recognition program honoring WIFS members for their outstanding contributions and achievements in the insurance and financial services industry.
• Woman of the Year Award Annual award recognizing exceptional female leaders in the insurance and financial services industry.
• Membership Directory Searchable online directory of WIFS members facilitating networking and business connections among financial services professionals.
• AdviseHER Media platform providing industry advice, insights, and resources tailored for women in financial services.
• LeadHER Blog Blog platform featuring thought leadership content, member stories, and professional development insights for women in the insurance and financial services industry.

Named customers9 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered minor.

• NLGminorOthersPartner logo displayed in Partners for Excellence section on WIFS homepage. Nature of partnership not explicitly detailed.
• AmeritasminorOthersPartner logo displayed in Partners for Excellence section on WIFS homepage. Nature of partnership not explicitly detailed.
• IbexisminorOthersPartner logo displayed in Partners for Excellence section on WIFS homepage. Nature of partnership not explicitly detailed.
• CambridgeminorOthersPartner logo displayed in Partners for Excellence section on WIFS homepage. Nature of partnership not explicitly detailed.
• PennminorOthersPartner logo displayed in Partners for Excellence section on WIFS homepage. Nature of partnership not explicitly detailed.
• 1847FinancialminorGTM or Marketing PartnerSponsor of WIFS Greater Pennsylvania 250th Summer Celebration event. Provides sponsorship support for chapter events.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Market position

Strengths4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/wifsnational
• Facebookfacebook.com/WIFSNational
• LinkedInlinkedin.com/company/2868826/admin/feed/posts
• Instagraminstagram.com/wifsnational

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 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 WIFS