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New Service Aims to Connect Women with FAs

A partnership between HerMoney, and Wealthramp aims to make it easier for women to get financial advice. So reports Forbes.

executive 1293129 640HerMoney is a digital media company and Wealthramp is a FA referral service. The partnership launched on Sept. 15, 2020 and already has 240 new users, as of Oct. 15. Almost all, 98%, of the new users are women.

“The question I am asked most often by women is: ‘Where can I find the right advisor for me?’ It’s often clear that they want me—like they would want a friend—to give them a personalized recommendation, which of course is not always possible,” Jean Chatzky, chief executive of HerMoney.com, said in a press release announcing the collaboration. “Our partnership with Wealthramp, though, paves the way to give them a recommendation that I feel I can stand behind," she said.

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