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The Financial Advisor Community Where Women Come First

Women Building Better Firms, Together.

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Women connecting within a financial advisor community

A Support Network for Financial Advisors at Every Stage

Choose from two powerful ways to grow, designed to match where you are and where you’re headed:

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Signature Platform Membership

A complete turnkey business infrastructure for your financial firm

  • Centralized Firm Technology Hub- performance reporting, customizable client portal, CRM, and streamlined billing
  • IT solution with 24/7 tech support
  • Financial Planning Software subscription
  • Comprehensive insurance coverage- E&O, cyber liability, and wire fraud protection
  • Ongoing compliance support, including marketing/ad review and registration documents
  • Client invoicing support
  • Annual scholarship for CFP® designation
  • Custodial relationships with Charles Schwab & Co. and TIAA
  • Collaboration and networking through the EquitaFN Member Platform, online community, and national peer gatherings
  • Multiple investment management options and trading support- giving every advisor full agency over their client’s portfolio

Best For:
Women running a comprehensive, independent financial planning firm with a proven platform behind them

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Community Membership

A financial advisor community network for women-led firms

  • Access to the members-only EquitaFN Community platform
  • Weekly Virtual Member Meetings and Mastermind Groups
  • Additional network events throughout the year
  • Access to educational webinars, many which qualify for NAPFA and CFP CE credits

Best For:
Plugging into a thriving support network for financial advisors who want connection, education, and peer collaboration.

Just launching your firm or breaking away from a larger practice?

The EquitaFN Incubator Program is designed for newer and smaller women-led firms, offering access to the full Signature Platform at reduced fees while you build your foundation and grow your revenue.

Contact us to learn more about the Incubator Program →

You Bring the Expertise. EquitaFN Brings The Ecosystem.

At EquitaFN, women are growing their financial firms and redefining what independence looks like.

For less than the cost of building and maintaining your own infrastructure, you get a fully integrated, operational firm- with ongoing support.

Join Our Network

Your Questions, Answered

EquitaFN is built for top female financial advisors and female financial planners who are fee-only CFP® professionals running or ready to launch an independent financial planning firm. Whether you’re just making the leap, breaking away from a larger practice, or looking to scale what you’ve already built, there’s a membership designed for exactly where you are right now.

Yes, and it’s also built for experienced advisors who want a stronger support system. Many of our members joined EquitaFN right as they were launching their firms. Others came after years of going it alone and realized how much faster they could grow with the right community and platform behind them.

Yes! Through our partnership with Magellan Network, EquitaFN members have access to daily coaching videos, strategic planning tools, 100+ masterclasses, and on-demand AI coaching built specifically for financial advisor growth. In addition, our weekly mastermind groups, virtual member meetings, and direct access to fellow CFP® professionals create a rich environment for peer mentorship and real-time advice.

The EquitaFN community connects through a members-only online platform, a Slack community, weekly virtual meetings, mastermind groups, our Inspiring Insights educational webinar series, and in-person national peer gatherings throughout the year.

Community Membership includes access to the EquitaFN online platform, weekly virtual meetings, mastermind groups, and our Inspiring Insights webinar series- many of which qualify for CFP® and NAPFA CE credits. Our Signature Platform Membership adds a complete turnkey business infrastructure including technology, compliance, insurance, investment management, and more.

Members share best practices, collaborate on client solutions, ask questions, and show up for each other in real time. You also have direct access to the EquitaFN team for platform support, compliance guidance, and operational questions. This is what this replaces: the trial and error, isolation, and guesswork of building alone.

Regularly! Between our ongoing Inspiring Insights webinar series, weekly member meetings, mastermind groups, and community platform, there is always something new to learn, discuss, or take action on inside the EquitaFN financial advisor community network.

Join a Financial Advisor Network Where Women Come First

Grow with EquitaFN Today
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Founded by women for women.

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Join our email list to stay up to date on events, free resources, and connect with the community.

Many sessions qualify for CFP® and NAPFA CE credits.

Privacy Notice

We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

  • Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
  • Data about your transactions with us (such as the types of investments you have made and your account status).

How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.