Advancing Women. Elevating an Industry.
For nearly a decade, the Women’s Alliance of Financial Advisors has created opportunities for women to connect, grow, lead, and thrive across the advising profession.
Now, five pioneering founders have committed $500,000 to match contributions through 2027, creating a unique opportunity to build the capacity needed to expand our reach and impact nationwide.
The industry is evolving. Women are the essential force behind its sustainable future.
Women are increasingly controlling wealth and making critical financial decisions, yet they remain significantly underrepresented among financial advisors and industry leaders. Building a stronger pipeline of women advisors—and helping those already in the profession advance—is both an industry imperative and an extraordinary opportunity for this moment.
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The Women’s Alliance of Financial Advisors is a 501(c)(3), firm-neutral nonprofit organization created to accelerate the representation and success of women advisors and leaders so the profession fully reflects the population it serves.
By trailblazing women advisors committed to positive industry change.
Connected across firms and throughout the profession.
Building local connection, learning, mentorship, and leadership.
Serving women across companies, career stages, and regions.
Advisors connect through a nationwide, firm-neutral community to access professional development, education, mentorship, networking opportunities, and inspiring community experiences throughout every stage of their career.
Outreach, awareness-building, scholarships, career navigation, and an ongoing community of support to for future and early-career financial advising women.
Ten regional circles across the country bring the Alliance experience closer to home through local learning, mentorship, connection, and leadership opportunities.
A Decade of Progress, Stewardship, and Momentum
In 2027, the Women’s Alliance celebrates ten years of dedication to providing resources tailored to the success of women in financial advising, building trusted relationships, growing an empowered national community, and prioritizing prudent stewardship every step of the way.
The architecture is in place.
In our next chapter, we are investing in capacity—the people, technology, programs, scholarships, and infrastructure that will allow the Alliance dramatically expanding its regional and national impact.
Five pioneering women advisors have committed a combined $500,000 Founder Match to help propel the Women’s Alliance into its next decade.
The Women’s Alliance founder investment together with individual, and industry generosity will create the capacity to reach farther, empower more women, and build a future-forward industry ready to serve the diverse needs of our clients.
Increase outreach, professional development, mentorship, and nationwide community of support.
Strengthen the infrastructure needed to scale, measure, communicate, and innovate.
Increase access for future and early-career women advisors.
Support the essential organizational framework required for sustainable growth.
Every investment helps move this work forward. Leadership gifts provide the capacity to accelerate expansion while creating opportunities for meaningful recognition and engagement.
Future Forward Circle
Catalyst Circle
Advocacy Circle
Partner Circle
Leadership gifts may include customized recognition and engagement opportunities. Contact us to discuss how your investment can align with your philanthropic or organizational goals.
Your Investment Helps Us:
The progress of the Women’s Alliance is strengthened by firms, organizations, leaders, volunteers, and partners who believe a more representative profession benefits everyone.
This keeps individual giving and organizational support both alive.
Join us by investing in the future of financial empowerment for women.
Questions about a leadership gift or partnership?
Stephanie Gularte, CEO
Stephanie@WomensAllianceFA.org