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Financial Services

Stories of women business owners offering financial services like accounting and bookkeeping, wealth and investment management, and retirement planning and financial coaching.

Candace Klein: SoMoLend

My greatest success to date is the fact that I’ve been able to keep two companies alive – and not only that, but companies which actually focus on increasing capital for women and small business owners.

Liz Miller: Summit Place Financial Advisors, LLC

After 15 years as a successful partner with an investment firm in NYC, the founding partners were ready to retire, yet they kept overlooking me and making me take potential new people to dinner. I felt I was hitting a glass ceiling.

Nicole Stubbs: First Access

First Access is pioneering a system of financial profiles for microloan applicants to access credit using their prepaid mobile records.