In just two short decades, fintech has exploded onto the financial scene--with more dynamic growth to come.
$10T
in household financial assets controlled by women in the US
28%
of women in the US feel confident about investing their money
$700B
of missing revenue opportunity from not meeting customer needs of women in the US
98%
of US dollars invested in mutual funds are managed by men
2.4%
of capital invested in US startups went to women-founded companies
How we can support you
Customize savings and loans
We work with financial experts to refine products in order to help women benefit with flexibility through retirement.
Discover data gaps
Understand inequities when it comes to financial well-being for women and uncover opportunities for intervention.
Identify M&A opportunities
We can work with your team to surface merger and acquisition possibilities across the women’s wealth ecosystem.
Expand your network
We connect startups, corporations, women’s wealth leaders, and experts through events and the Innovate Her community.
Rework financial systems
Imagine new financial models and strategies to make services and offerings more accessible and beneficial for women.
Drive thought leadership
Develop financial products that help remove gender bias, refine marketing strategies to expand customer base, and promote equity and diversity across the financial ecosystem.
Our insights
Wealth Management
Focus
April 9, 2020
For too long, wealth managers have looked at the women’s segment through a marketing lens. But women don’t want pink products. They want individualized service. Advisors that fail to adapt will miss out on a $93 trillion opportunity.
Video
September 14, 2023
Innovate Her: Misconceptions of Women and Wealth
In this session of Innovate Her, we explore commonly held beliefs and surprising data points about women’s experiences building and managing wealth as they navigate financial decision making.
Sources: BNY Mellon; Oliver Wyman; Ellevest; PitchBook; BCG surveys and analysis.
