Yale Smart Woman Securities

What Yale Smart Woman Securities does

Yale Smart Woman Securities (Yale SWS) is a non-profit student organization founded in 2010 at Yale University as the campus's first finance organization for women. It serves undergraduate women at Yale — regardless of prior finance background — through an integrated educational ecosystem comprising the Fall Seminar Series (foundational finance training led by Chief Development Officers), the Spring Research Series (advanced stock pitch methodology workshops), and a student-managed Investment Fund with over $50,000 deployed across 40+ companies in Consumer, Financial Services, Healthcare, and Technology. Supplementary programs include speaker events featuring senior industry executives (e.g., Inditex CEO Óscar García Maceiras, Morgan Stanley CFO Sharon Yeshiva, Yale Investments Office Managing Director Amy Chivetta) and sponsor-led networking events. The organization operates under a 'member for life' cultural model and is governed by an annually elected student executive board with a Senior Advisor providing continuity; the 2025-26 board introduced a Co-CEO structure with Lily Chatalbasheva and Jasmine Jones as Co-Chief Executive Officers.

Name

Yale Smart Woman Securities

Legal name

Yale Smart Woman Securities

Website

https://yalesws.org

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Yale Smart Woman Securities is a non-profit student organization founded in 2010 that provides finance education, stock pitch training, and a student-managed investment fund to undergraduate women at Yale University, funded through corporate sponsorships.

Ownership category

akta.pro rank

Headquarters

HQ city

New Haven

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. Corporate Sponsorship: Yale SWS is funded through corporate sponsorships from financial services firms. Sponsors provide financial support at Gold, Silver, and Bronze tiers, enabling the organization to educate and inspire the next generation of female investors.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

Yale Smart Woman Securities is a non-profit undergraduate student organization that runs educational programming for Yale women interested in finance, including a Fall Seminar Series, a Spring Research Series, and a student-managed Investment Fund that holds over $50,000 across 40+ companies. Programming is supplemented by Speaker Events and Sponsor & Partner Events that connect members with industry professionals and corporate sponsors.

Product overview

Yale Smart Woman Securities (SWS) is a student finance organization offering an integrated educational ecosystem comprising the Fall Seminar Series (foundational finance training), Spring Research Series (advanced stock analysis workshops), and Investment Fund (hands-on portfolio management with over $50,000 across 40+ companies). Supplementary programs include Speaker Events with industry executives and Sponsor Events for networking and career development. These programs work together to prepare undergraduate women for careers in investment management through mentorship, practical experience, and professional connections.

Differentiator

Problem solved

Functional benefit

Products and services

• Fall Seminar Series A fall-term educational seminar series that introduces Yale undergraduate women to finance topics, industries, and careers. Intended for student members of Yale Smart Woman Securities.
• Spring Research Series A spring-term research-oriented series that develops members' financial analysis and equity research skills. Intended for Yale undergraduate women participating in Yale Smart Woman Securities.
• Investment Fund A student-managed investment fund holding over $50,000 across 40+ companies, providing members with hands-on portfolio management and equity research experience. Intended for Yale undergraduate women members of the organization.
• Speaker Events Speaker events featuring finance industry professionals, providing Yale undergraduate women members with exposure to careers, firms, and career-path insights.
• Sponsor & Partner Events Events organized with corporate sponsors and partners, enabling engagement between Yale student members and sponsoring financial services firms under the organization's tiered sponsorship structure.

Quantifiable outcome

• Over $50,000 portfolio managed by students across 40+ companies
• +1 more outcomes

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Girls Who Invest (GWI)coreStrategic or Co-development PartnerNon-profit organization dedicated to transforming the investment management industry. SWS has a large network of GWI alumni. SWS board members attended GWI events including speaker events with founder Seema Hingorani (Yale '91), visits to Vanguard and Bloomberg headquarters, and the annual GWI alumni conference. SWS senior advisor serves as campus ambassador for GWI.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Princeton Smart Woman Securities: Direct peer chapter at Princeton University with comparable educational programming, investment fund, and sponsor recruitment model targeting undergraduate women interested in finance careers.
• Smart Woman Securities (National): The parent national organization that the Yale chapter belongs to; operates a federation of women-in-finance chapters across universities with similar educational programming, speaker events, and sponsor model.
• Harvard Smart Woman Securities: Direct peer chapter at Harvard University, operating an analogous model of women-in-finance programming, speaker events, and student-managed portfolio; competes for similar sponsor mindshare and member talent.
• Wharton Smart Woman Securities: Direct peer chapter at the Wharton School (University of Pennsylvania) operating comparable women-in-finance programming and sponsor relationships targeting undergraduate women pursuing investment management careers.
• Columbia Smart Woman Securities: Direct peer chapter at Columbia University with a similar student-managed investment portfolio, mentorship structure, and corporate sponsor ecosystem serving undergraduate women.
• Girls Who Invest: Non-profit organization dedicated to increasing women's representation in investment management; shares the mission of pipeline development into buy-side careers and maintains a formal partnership with Yale SWS, including GWI alumni, campus ambassador roles, and shared events.

Regional players

• Yale Investments Club: Other Yale-based undergraduate finance organization; competes for overlapping member pool and sponsor attention within the same campus, though its programming is co-ed and broader in scope.

Others

• 100 Women in Finance: Global industry association advancing women in alternative investments and finance; serves as an ecosystem partner and potential alternative sponsor/mentorship source rather than a direct campus-based competitor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/yale-smart-woman-securities
• Instagraminstagram.com/swsyale

Revenue estimate

Valuation estimate

Number of profiles

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 Yale Smart Woman Securities