Shemoney

What Shemoney does

SheMoney is a privately-held financial wellness organization founded in 2021 and headquartered at Distrikt F, 1205 Iron Horse Drive, Park City, Utah. The company provides financial education, community programming, consulting services, and resources targeted at women+ — defined to include cis and transgender women as well as non-binary and gender fluid individuals. It was founded by Jacki Zehner, the first woman trader and youngest female partner at Goldman Sachs and co-founder of Women Moving Millions, and is operated with a small team of 1-10 employees led by COO Madison Limansky. The company is privately held with no disclosed institutional funding and does not operate a proprietary technology platform.

SheMoney's offerings span four interconnected surfaces: content (a monthly LinkedIn-hosted newsletter covering #finance, #leadership, #genderequity, #racialequity, and #venturecapital; a Substack; a research library of 65-650+ gender-focused reports annually; the Money+ LinkedIn Live series; and a book club); events (the inaugural annual SheMoney Summit held in Salt Lake City in June 2024, the Women's Voices Forum at the Sundance Film Festival, film screenings with Park City Film, and community socials); community and commerce (the SheMoney Network virtual community on Mighty Networks with 1,720+ members as of December 2024, and the SheMoney Gear e-commerce shop for apparel, accessories, candles, and journals); and professional services (bespoke consulting through Distrikt F, the GIVE nonprofit fundraising program with A Bolder Way Forward, and the Human-Centered Financial Method certification co-developed with The Trauma of Money Institute). Distribution relies on LinkedIn, Substack, YouTube, Mighty Networks, and in-person venues anchored by the Distrikt F space.

SheMoney monetizes through e-commerce merchandise sales, paid event tickets and workshops (e.g., $50 GIVE workshops), consulting engagements, and freemium content/community offerings. Signature events are underwritten by sponsorships from Zions Bank, Comcast/NBCUniversal, and the University of Utah. The customer base spans individual women+ community members, financial advisors and wealth managers seeking certification, and Utah nonprofit fundraisers. The company reaches a national audience through digital channels while concentrating physical operations in Park City, Utah.

Name

Shemoney

Legal name

SheMoney

Website

https://shemoney.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

SheMoney is a privately-held, Park City-based financial wellness organization founded in 2021 that delivers financial education, community programs, consulting, and resources targeted at women+, operated by a 1-10 person team led by founder Jacki Zehner.

Ownership category

akta.pro rank

Product category

Women's Financial Wellness Education

NAICS

Business Support Services (5614)

SIC

Services-Management Services (8741)

akta.pro primary industry

Financial Education & Coaching (Digital Programs, Tools) (FSAGADAH)

Keywords

• Women financial wellness
• Financial education community
• Gender lens investing
• Nonprofit fundraising training
• Financial advisor certification

Headquarters

HQ city

Park City

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Infrastructure, Technology or R&D, Supply Chain

Revenue model

1. E-commerce merchandise sales: Sale of branded SheMoney merchandise including apparel, accessories, candles, journals, and specialty items directly through the online shop.
2. Event tickets and workshops: Revenue from paid events, workshops, and certification programs including the GIVE fundraising workshop ($50) and Human-Centered Financial Method immersive program.
3. Newsletter/Content platform: Monthly financial newsletter published on LinkedIn with nearly 800,000 followers, providing educational content with a gender lens covering #finance, #leadership, #genderequity, #racialequity, and #venturecapital.
4. Consulting services: Bespoke advisory services through Distrikt F headquarters for SheMoney, providing consulting on financial wellness, gender equity, and creative strategy.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels8 records

Core offering

SheMoney is a women's financial wellness organization that delivers financial education, community programs, consulting, and resources aimed at advancing financial preparedness for women+. It sells branded merchandise through an e-commerce shop, hosts paid and free events (the annual SheMoney Summit, the Women's Voices Forum at Sundance, LinkedIn Live conversations, book club, film screenings), operates a members-only virtual community (SheMoney Network), offers a certification in partnership with The Trauma of Money Institute, and provides bespoke consulting through its Distrikt F headquarters in Park City, Utah.

Product overview

SheMoney is a financial wellness organization serving women+ with a comprehensive portfolio of education, community, and advisory offerings. The core offerings include a monthly LinkedIn-hosted financial newsletter, the annual SheMoney Summit, the Women's Voices Forum at Sundance Film Festival, and the SheMoney Gear merchandise shop. Educational initiatives encompass the Money+ Series (LinkedIn Live conversations on finance and life topics), the SheMoney Book Club, the Research & Reports library of gender-focused research, and the GIVE Program for nonprofit fundraising support. Advisory services include the Human-Centered Financial Method certification (in partnership with The Trauma of Money Institute) and virtual networking via the SheMoney Network community. Physical operations include Distrikt F, a multi-purpose event venue and consultancy headquarters. The Spend. Business Guide serves as a directory for supporting women+-owned businesses. This integrated ecosystem connects financial education, community building, content creation, events, and marketplace commerce to advance women's financial health and preparedness.

Differentiator

Problem solved

Functional benefit

Products and services

• SheMoney Newsletter A monthly financial newsletter hosted on LinkedIn that delivers financial education with a gender lens to consumers, covering finance, leadership, gender equity, racial equity, and venture capital topics.
• SheMoney Gear (Shop) An e-commerce merchandise store offering Financial Feminist branded products including apparel, accessories, candles, journals, bags, and jewelry priced individually.
• SheMoney Summit An annual financial summit bringing together speakers, workshops, and networking for women+ covering negotiation, investing strategies, financial trauma, and entrepreneurship in TED-format talks.
• Women's Voices Forum A one-day cultural hub at the Sundance Film Festival that brings together filmmakers, investors, industry leaders, and journalists to celebrate women's stories, with morning, afternoon, and evening programming.
• Spend. Business Guide A directory and guide featuring women+-owned businesses across categories including apparel, art, food, health, wellness, money & business, and specialty gifts, intended to inspire intentional spending habits.
• Research & Reports Library An aggregated library of gender-focused research reports on giving, investing, and action, ranging from 65 to 650 reports annually between 2020 and 2023.
• GIVE Program A SheMoney initiative supporting professionals raising capital for Utah-based nonprofit organizations focused on women+ and girls, in partnership with A Bolder Way Forward, featuring workshops and expert-led fundraising training.
• Human-Centered Financial Method Certification A certification program developed in partnership with The Trauma of Money Institute to help financial professionals build trust, navigate emotional complexity, and guide clients through financial decisions, covering client psychology, relational attunement, and sustainable action frameworks.
• SheMoney Network A virtual networking community where members gather to build social capital by sharing ideas, opportunities, and challenges in community.
• Money+ Series A series of LinkedIn Live conversations exploring the intersection of money and life topics such as Money + Love, Money + Kids, Money + Divorce, Money + Fertility, and Money + Career with expert guests.
• SheMoney Book Club A monthly virtual book club discussion series on financial topics, featuring books like The Psychology of Money by Morgan Housel, with guest authors and expert perspectives.
• Distrikt F Venue A versatile 1,000 sq ft physical concept space serving as SheMoney headquarters and event venue for intimate financial salons, fashion events, book launches, film screenings, and business gatherings.

Quantifiable outcome

• Community grew from ~1,300 to 1,720+ members in 2024
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered core and minor.

• FarashacoreStrategic or Co-development PartnerDistrikt F serves as headquarters for two distinct yet complementary consultancies: SheMoney & Farasha. Farasha, led by Vanessa Di Palma Wright, is a full-service fashion consulting company. Both firms provide bespoke advisory services rooted in finance, feminism, fashion, fêtes, and film.
• Park City FilmcoreGTM or Marketing PartnerPark City Film partners with SheMoney for film screenings and discussions, including Show Her The Money, THAW, and Cookie Queens screenings at the Jim Santy Auditorium.
• The Trauma of Money InstitutecoreStrategic or Co-development PartnerSheMoney partnered with The Trauma of Money Institute (founded by Chantel Chapman) to offer the Human-Centered Financial Method certification program, book previews, and fireside chats on trauma-informed financial approaches.
• A Bolder Way ForwardcoreStrategic or Co-development PartnerSheMoney's GIVE initiative partners with A Bolder Way Forward to support Utah-based nonprofit organizations focused on women+ and girls, providing fundraising workshops and collective funding strategies.
• UplevylminorGTM or Marketing PartnerCo-hosted LinkedIn Live events on AI impacts and women's social media research. Jacki Zehner serves as Chief Strategy and Engagement Officer at Uplevyl.
• Modern West Fine ArtminorGTM or Marketing PartnerVenue partner for Holiday Social events, providing event space for networking and community gatherings.
• Vine Lore Wine & SpiritsminorGTM or Marketing PartnerBeverage sponsor for various SheMoney events including Holiday Social and workshops.
• KilnminorChannel Partner/ Reseller/ DistributorEvent host venue for Founder & Funder Meet-Ups, workshops, and other community events in Park City.

Scale indicators3 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• Ellevate Network: Global professional networking community for women, with paid membership and events. Comparable community-led GTM targeting women professionals, though with a broader career rather than finance-specific focus.
• Ellevest: Digital wealth management and financial planning platform built for women. Shares SheMoney's women-targeted financial empowerment thesis but executes via a venture-backed fintech product rather than community/events.
• Ladies Get Paid: Community, events, and content platform helping women negotiate pay, advance careers, and build wealth. Comparable in community-led, women-focused mission with event-driven engagement similar to SheMoney's Summit and salons.
• Financial Gym: Financial coaching and training service providing one-on-one money coaching and the Financial Bootcamp certification. Comparable in offering professional financial coaching and certification programs, though more productized than SheMoney's bespoke approach.
• HerMoney: Personal finance media platform founded by Jean Chatzky with a focus on women's financial wellness, including podcasts, newsletters, and courses. Comparable in mission (women-centered financial education) and content-led GTM.
• Clever Girl Finance: Financial education platform built specifically for women, offering courses, coaching, books, and community. Directly comparable to SheMoney in targeting women seeking accessible financial literacy and money management content.

Broad incumbents

• Money Management International: Established nonprofit providing financial counseling, education, and debt management services. Comparable in financial education focus though anchored in credit counseling rather than women+ community building.
• Investopedia: Large-scale financial education and reference platform serving a broad consumer audience. Comparable in financial education mission but lacks SheMoney's women-specific lens and community-led engagement model.

Others

• Women Moving Millions: Founded by Jacki Zehner (SheMoney's founder) in 2009, focused on women's foundation and high-net-worth philanthropy. Mission-adjacent and founder-linked, though not a commercial competitor.

Emerging players

• The Trauma of Money Institute: Founded by Chantel Chapman, this is SheMoney's actual partner on the Human-Centered Financial Method certification. Overlapping niche in trauma-informed financial education and certified practitioner training.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@shemoney8090
• LinkedInlinkedin.com/company/shemoney

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Shemoney