Smart Woman Securities
Smart Woman Securities is a Cambridge, Massachusetts-based non-profit founded in 2006 that delivers financial education to women through seminars and mentoring programs. The organization operates with a small team focused on building investment knowledge.
- Company typePrivate
- Founded2006
- HeadquartersCambridge, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Smart Woman Securities firmographics
Firmographics- Name
- Smart Woman Securities
- Website
- https://smartwomansecurities.com
- Company type
- Private
- Founded year
- 2006
- Headcount range
- 1–10 employees
- Short description
- Smart Woman Securities is a Cambridge, Massachusetts-based non-profit founded in 2006 that delivers financial education to women through seminars and mentoring programs. The organization operates with a small team focused on building investment knowledge.
- Ownership category
- akta.pro rank
Where Smart Woman Securities is headquartered
LocationHeadquarters
- HQ city
- Cambridge
- HQ country
- United States
- HQ region
- North America
Markets served
Smart Woman Securities business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Smart Woman Securities product offering
Product offeringCore offering
Smart Woman Securities assists women investors on investment and finance via instructive seminars and mentoring initiatives. The organization delivers educational programming and mentorship designed to build investing knowledge and skills among women, primarily in a community/academic setting.
Differentiator
Problem solved
Functional benefit
Products and services
- Instructional Investment Seminars Group-based educational seminars on investing and finance topics aimed at women investors, particularly those new to the field.
- Investing Mentoring Program One-on-one or small-group mentoring initiatives that pair women investors with experienced mentors to build investing knowledge and confidence.
Companies that use Smart Woman Securities
Customer profileIdeal customer profiles1 record
Smart Woman Securities technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Smart Woman Securities competitors and assessment
Company assessmentDirect peers
- Female Invest: Europe-based platform offering investment education and community for women, including courses and mentorship. Closely comparable to SWS in mission (women's investment education) and content format (courses + mentoring).
- Ellevest: Digital investing and financial-planning platform built specifically for women. Directly comparable to SWS because both target women investors with educational content, though Ellevest is a for-profit fintech with a product rather than a non-profit seminar model.
- Clever Girl Finance: Financial-literacy platform and community dedicated to helping women build wealth, including courses and coaching. Comparable to SWS in audience (women) and educational, non-advisory positioning.
- The Financial Diet: Media and education brand producing accessible personal-finance content with a strong female-skewing audience. Comparable to SWS as a financial-education content brand targeting younger women.
- HerMoney: Financial-media brand (founded by Jean Chatzky) producing educational content aimed at women around money, investing, and careers. Comparable to SWS as a women-focused financial-education content and community platform.
- Worth: Long-running media brand focused on wealth, investing, and financial life planning, with editorial content aimed at affluent women. Comparable to SWS in women-focused financial content, though delivered as media rather than seminars.
Broad incumbents
- Stash: Self-directed investing platform with an explicit 'Learn' education layer aimed at beginner investors. Comparable to SWS in beginner-investor education, though gender-neutral and product-led rather than seminar/mentoring-led.
- LearnVest: Financial-planning and education platform (now part of Northwestern Mutual) that built its brand on accessible money-management education. Comparable to SWS in mission of educating novice investors, though broader and product-driven.
- Acorns: Mass-market micro-investing app with heavy educational content (Acorns Grow magazine, learn modules). Comparable to SWS as an investor-education channel for first-time investors, but serves a much broader (not women-exclusive) audience.
Others
- BlackRock's Miss Invest(ed): BlackRock initiative providing investment education and content targeted at women, including programs aimed at closing the gender wealth gap. Comparable to SWS as a women-focused investor-education initiative, though funded and operated by a large incumbent asset manager.
Market position
Customer concentration
Smart Woman Securities financial estimates
Financial estimateRevenue estimate
Valuation estimate
Smart Woman Securities leadership team
Management profileNumber of profiles
Smart Woman Securities funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Smart Woman Securities M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Smart Woman Securities
What does Smart Woman Securities do?
Smart Woman Securities assists women investors on investment and finance via instructive seminars and mentoring initiatives. The organization delivers educational programming and mentorship designed to build investing knowledge and skills among women, primarily in a community/academic setting.
When was Smart Woman Securities founded?
Smart Woman Securities was founded in 2006. It employs 1 to 10 people.
Where is Smart Woman Securities based?
Smart Woman Securities is headquartered in Cambridge, United States, in the North America region.
Who are Smart Woman Securities's main competitors?
Direct peers on record are Female Invest, Ellevest, Clever Girl Finance, The Financial Diet, HerMoney and Worth. Broad incumbents are Stash, LearnVest and Acorns. BlackRock's Miss Invest(ed) is listed as an others.
Does Smart Woman Securities have an API?
No public API is recorded for Smart Woman Securities.