WIN is a cost- and time-effective way to attract, engage and retain elusive demographics.


To achieve your business goals, we create custom content and programs that deliver value to end-users.


We are an effective engagement and data sourcing partner, providing you valuable customer and participant intelligence, key metrics data, and educated, actionable clients and employees.

WIN achieves your Women and NextGen practice initiatives

cost- and time-effectively.

Exceptional engagement is the key to retaining and attracting

Women and NextGen clients

Partnering with WIN benefits you, your clients and your employees. 


WIN differentiates and enhances your value with the only customization fully integrated financial life engagement platform for women.  


WIN elevates your role as trusted advisor with engaging, data-driven personalized content, user-centered decision and educational tools, and on-demand accessibility and product delivery.

WIN solutions are customized to achieve your business objectives

Utilize the complete plug-and-play platform or integrate individual components and curated content into your existing website, financial planning or investment management platform

Learn more about the benefits of partnering with WIN

Women Investing Now LLC

1825 Madison Avenue 

New York, New York 10035

Stacy Marcus, CEO  

Direct:  1.917.679.4123