Worth Financial

A digital investing platform designed for women by women.

  • Stage Full Product Ready
  • Industry Financial Services
  • Location Philadelphia, PA, US
  • Currency USD
  • Founded June 2015
  • Employees 4
  • Incorporation Type C-corp
  • Website worthfm.com

Company Summary

Worth Financial Holdings, composed of digital platforms DailyWorth and WorthFM, marries one of the leading names in women's financial media with an automated money management service designed to increase a woman’s net worth as well as her knowledge about personal finance.

Team

  • Amanda Steinberg
    Founder and CEO

  • Bridgot Basile
    Financial Planning & Investment Operations, Chief Compliance Officer

    financial planning, trading, compliance, investment operations

  • Emily Jipson
    General Manager / Chief Product Officer

    Operations and technology

  • Jordan Bastien
    Director, Communications & Client Services

    Series 65, Client Services

Advisors

Previous Investors

  • Brad Holden
    Unconfirmed
    Holly Flanagan
    Unconfirmed
    Lou Kerner
    Unconfirmed
  • Dina Shoman
    Suzanne Biegel
    Unconfirmed

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