SheMoney Company Profile

Background

SheMoney is a consultancy and content platform dedicated to empowering women+ in achieving financial equity. Founded by Jacki Zehner, the first female trader to become a pre-IPO partner at Goldman Sachs, SheMoney's mission is to ignite the power of women+ by championing their path to financial freedom through education, networking, community, and experiences.

Key Strategic Focus

SheMoney focuses on enhancing financial well-being for women+ by providing educational resources, fostering community engagement, and hosting events that address various aspects of financial literacy. The organization emphasizes intentional spending to support women+ owned businesses and advocates for using purchasing power as a tool for social change.

Financials and Funding

SheMoney has received support from various partners, including Zions Bank, the Utah State Legislature, Comcast/NBCUniversal, and the University of Utah. These partnerships have facilitated events like the inaugural MONEY MATTERS Summit, aimed at promoting financial wellness among women+.

Pipeline Development

SheMoney's initiatives include the "Spend." program, which encourages intentional spending to support women+ owned businesses, and the SheMoney Summit, a financial wellness event featuring expert speakers and workshops. These programs are designed to provide actionable insights and foster a supportive community for women+ on their financial journeys.

Technological Platform and Innovation

SheMoney leverages digital platforms to disseminate financial education and build community. Their online network, hosted on Mighty Networks, serves as a virtual environment for women+ to share ideas, opportunities, and challenges. Additionally, SheMoney utilizes LinkedIn to publish a financial newsletter with a gender lens, covering topics such as finance, leadership, gender equity, racial equity, and venture capital.

Leadership Team

Jacki Zehner, Founder: A financial feminist and former partner at Goldman Sachs, Jacki has been a longtime advocate for the advancement of women and girls. She co-founded Women Moving Millions and serves as the president of the Jacquelyn and Gregory Zehner Family Foundation.

Madison Limansky, Chief Operating Officer: With 17 years in fashion and production, Madison brings expertise in media and event production. She holds a degree in gender studies and is committed to supporting women+ owned businesses and individuals.

Annalise Coughlan, Event Producer & Project Manager: Annalise has over a decade of experience in event planning and experiential design, managing corporate sponsorships and orchestrating high-caliber events.

Jillian Roberts, Administrator & Special Projects Manager: Jillian has a background in software development and classical music, with experience as a business analyst and project manager. She is an advocate for women's and LGBTQ+ rights.

Sharon Backurz, Design Manager: Sharon has a history in graphic design, working with various brands and organizations. She launched her lifestyle brand, Zenzee, and is passionate about creating inspiring designs.

Dallas Graham, Marketing Manager: Dallas brings expertise in marketing strategies and is dedicated to promoting SheMoney's mission.

Leadership Changes

As of the latest available information, there have been no recent significant changes or appointments within SheMoney's leadership team.

Competitor Profile

Market Insights and Dynamics

The financial education and empowerment sector for women+ is growing, with increasing recognition of the need for gender-specific financial resources. Organizations in this space focus on providing education, community support, and advocacy to address the unique financial challenges faced by women+.

Competitor Analysis

Ellevest: A digital investment platform tailored for women, offering personalized investment plans and financial education resources.

IFundWomen: A funding marketplace for women-owned businesses, providing access to capital through crowdfunding, grants, and coaching.

SmartPurse: A financial education platform offering courses and resources designed to improve women's financial literacy.

These competitors focus on various aspects of financial empowerment, from investment services to funding and education, contributing to a diverse landscape of support for women+.

Strategic Collaborations and Partnerships

SheMoney has established significant partnerships to strengthen its market position and expand its capabilities. Notable collaborations include:

Zions Bank: Serving as the lead sponsor for 2023, supporting SheMoney's events and initiatives.

Utah State Legislature: Providing support for SheMoney's programs aimed at enhancing financial wellness for women+ in Utah.

Comcast/NBCUniversal: Partnering to facilitate events like the SheMoney Summit, promoting financial education and empowerment.

University of Utah: Collaborating on initiatives to support women+ in achieving financial equity.

Operational Insights

SheMoney differentiates itself through a holistic approach to financial empowerment, combining education, community building, and advocacy. By focusing on intentional spending and supporting women+ owned businesses, SheMoney leverages purchasing power as a tool for social change. Their events and digital platforms provide accessible resources and foster a supportive community, positioning SheMoney as a leader in promoting financial wellness for women+.