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Harvard Smart Woman Securities

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uuid003p5qd

Namestring
Harvard Smart Woman Securities
Websiteurl
harvardsws.org
Company typeenum
Private
Founded yearint
2007
Short descriptiontext

Harvard Smart Woman Securities, founded in 2007 and based in Cambridge, Massachusetts, educates undergraduate women on finance and investment through programs, workshops, and events, operating as a private Harvard-affiliated organization with 101-250 participants.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersCambridge, United States
HQ citystring
Cambridge
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
financial education programs, investment training workshops, women in finance, student investment education, finance career preparation
Industry1 code
PRIMARYFSAGAEAC
Digital Brokerage & Self-Directed Investing Platforms
Financial & Insurance/Financial Technology (Fintech)/Robo-Advisory & Digital Wealth Platforms
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Financial Education Services
Cost components2 values
Operations, Personnel
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Harvard Smart Woman Securities is a Harvard-affiliated educational organization that delivers finance and investment training to undergraduate women through structured programs, hands-on workshops, and organized events. Its offering is centered on experiential learning in investing and financial analysis, equipping student participants with practical exposure to portfolio management, securities research, and financial decision-making.

Differentiator
Functional benefit
Problem solved
Product and service1 record
1Finance Education Programs
No data
Peers10 records
TypeEmerging player
Description

Commercial provider of finance training and certification programs often used by university finance clubs. Overlaps with SWS workshops in core curriculum (modeling, valuation) and competes for the same student mindshare, but operates on a paid, scalable business model.

TypeBroad incumbent
Description

Non-profit that connects women into business school and finance careers through education and employer programming. Direct overlap in mission to expand women's representation in finance, and overlapping sponsor and university relationships.

TypeDirect peer
Description

Columbia undergraduate finance club running educational programming, workshops, and a fund for members. Directly comparable in being a prestige-school student organization offering finance education and investment experience.

TypeDirect peer
Description

Undergraduate student organization at Wharton that runs finance education, workshops, and investment competitions — structurally identical to Harvard SWS in audience, activity mix, and prestige-school brand context.

5Girls in Finance (Cornell University)
TypeEmerging player
Description

Cornell-based student organization focused on educating women in finance. Directly comparable mission and programming model, though typically smaller and newer than the Harvard chapter.

TypeBroad incumbent
Description

Global industry network advancing women in alternative investments; comparable in gender-focused finance education and event programming, and competes for the same corporate sponsor relationships, but targets professionals rather than undergraduates.

TypeDirect peer
Description

Stanford undergraduate finance organization offering workshops, speaker events, and competitions. Closely comparable audience (top-tier undergraduate women and men) and programming, competing for the same employer sponsorship dollars.

TypeBroad incumbent
Description

Non-profit with a similar mission of increasing women in investment management, running flagship summer programs and a curriculum. Comparable audience (young women entering finance) and overlapping employer sponsorship pool, though it operates at much larger scale and is professionally staffed.

TypeDirect peer
Description

The parent/umbrella organization of the Harvard chapter; runs the same educational programs, workshops, and investment training model across multiple universities, with directly comparable mission, audience, and activity set.

TypeOthers
Description

Industry-run competitions and research challenges that university finance clubs use to deliver hands-on investment education to members. Functionally adjacent: SWS programs compete with and complement these offerings for member attention.

Market position
Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Harvard Smart Woman Securities

Financial Education Servicesharvardsws.org

Harvard Smart Woman Securities, founded in 2007 and based in Cambridge, Massachusetts, educates undergraduate women on finance and investment through programs, workshops, and events, operating as a private Harvard-affiliated organization with 101-250 participants.

Harvard Smart Woman Securities firmographics

Firmographics
Name
Harvard Smart Woman Securities
Website
https://harvardsws.org
Company type
Private
Founded year
2007
Operating status
Operating
Headcount range
101–250 employees
Short description
Harvard Smart Woman Securities, founded in 2007 and based in Cambridge, Massachusetts, educates undergraduate women on finance and investment through programs, workshops, and events, operating as a private Harvard-affiliated organization with 101-250 participants.
Ownership category
akta.pro rank

Harvard Smart Woman Securities industry classification

Industry
Product category
Financial Education Services
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro industry
PRIMARYFSAGAEAC
Digital Brokerage & Self-Directed Investing Platforms
Financial & Insurance/Financial Technology (Fintech)/Robo-Advisory & Digital Wealth Platforms

Keywords

  • Financial education programs
  • Investment training workshops
  • Women in finance
  • Student investment education
  • Finance career preparation

Where Harvard Smart Woman Securities is headquartered

Location

Headquarters

HQ city
Cambridge
HQ country
United States
HQ region
North America

Markets served

Harvard Smart Woman Securities business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Operations, Personnel

Harvard Smart Woman Securities product offering

Product offering

Core offering

Harvard Smart Woman Securities is a Harvard-affiliated educational organization that delivers finance and investment training to undergraduate women through structured programs, hands-on workshops, and organized events. Its offering is centered on experiential learning in investing and financial analysis, equipping student participants with practical exposure to portfolio management, securities research, and financial decision-making.

Differentiator

Problem solved

Functional benefit

Products and services

  • Finance Education Programs

Companies that use Harvard Smart Woman Securities

Customer profile

Ideal customer profiles1 record

Harvard Smart Woman Securities technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Harvard Smart Woman Securities competitors and assessment

Company assessment

Emerging players

  • Wall Street Prep: Commercial provider of finance training and certification programs often used by university finance clubs. Overlaps with SWS workshops in core curriculum (modeling, valuation) and competes for the same student mindshare, but operates on a paid, scalable business model.
  • Girls in Finance (Cornell University): Cornell-based student organization focused on educating women in finance. Directly comparable mission and programming model, though typically smaller and newer than the Harvard chapter.

Broad incumbents

  • Forte Foundation: Non-profit that connects women into business school and finance careers through education and employer programming. Direct overlap in mission to expand women's representation in finance, and overlapping sponsor and university relationships.
  • 100 Women in Finance: Global industry network advancing women in alternative investments; comparable in gender-focused finance education and event programming, and competes for the same corporate sponsor relationships, but targets professionals rather than undergraduates.
  • Girls Who Invest: Non-profit with a similar mission of increasing women in investment management, running flagship summer programs and a curriculum. Comparable audience (young women entering finance) and overlapping employer sponsorship pool, though it operates at much larger scale and is professionally staffed.

Direct peers

  • Columbia Investment Management Association: Columbia undergraduate finance club running educational programming, workshops, and a fund for members. Directly comparable in being a prestige-school student organization offering finance education and investment experience.
  • Wharton Investment & Trading Group (WITG): Undergraduate student organization at Wharton that runs finance education, workshops, and investment competitions — structurally identical to Harvard SWS in audience, activity mix, and prestige-school brand context.
  • Stanford Finance Club: Stanford undergraduate finance organization offering workshops, speaker events, and competitions. Closely comparable audience (top-tier undergraduate women and men) and programming, competing for the same employer sponsorship dollars.
  • Smart Woman Securities: The parent/umbrella organization of the Harvard chapter; runs the same educational programs, workshops, and investment training model across multiple universities, with directly comparable mission, audience, and activity set.

Others

Market position

Customer concentration

Harvard Smart Woman Securities social profiles

Digital presence

Harvard Smart Woman Securities financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Harvard Smart Woman Securities leadership team

Management profile

Number of profiles

Harvard Smart Woman Securities funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Harvard Smart Woman Securities M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Harvard Smart Woman Securities

What does Harvard Smart Woman Securities do?

Harvard Smart Woman Securities is a Harvard-affiliated educational organization that delivers finance and investment training to undergraduate women through structured programs, hands-on workshops, and organized events. Its offering is centered on experiential learning in investing and financial analysis, equipping student participants with practical exposure to portfolio management, securities research, and financial decision-making.

Is Harvard Smart Woman Securities a public or private company?

Harvard Smart Woman Securities is a private company. It is classified as unknown and is currently operating.

When was Harvard Smart Woman Securities founded?

Harvard Smart Woman Securities was founded in 2007. It employs 101 to 250 people.

Where is Harvard Smart Woman Securities based?

Harvard Smart Woman Securities is headquartered in Cambridge, United States, in the North America region.

Who are Harvard Smart Woman Securities's main competitors?

Emerging players on record are Wall Street Prep and Girls in Finance (Cornell University). Broad incumbents are Forte Foundation, 100 Women in Finance and Girls Who Invest. Direct peers are Columbia Investment Management Association, Wharton Investment & Trading Group (WITG), Stanford Finance Club and Smart Woman Securities. Bloomberg Trading Challenge / CFA Institute Research Challenge is listed as an others.

Does Harvard Smart Woman Securities have an API?

No public API is recorded for Harvard Smart Woman Securities.

What industry is Harvard Smart Woman Securities in?

Harvard Smart Woman Securities's product category is Financial Education Services. Its primary akta.pro industry code is FSAGAEAC, Digital Brokerage & Self-Directed Investing Platforms. Its NAICS code is 523940 and its SIC code is 6282.

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