Take charge of your  financial well-being. 

 

Grow your wealth and do good.

Hi, You rock for helping us out!

 Please read through this page and take the survey at the end. 

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Image by KAL VISUALS

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Image by Eye for Ebony

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Image by Christina @ wocintechchat

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Image by Priscilla Du Preez

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Image by alexandra lammerink

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Image by Courtney Cook

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mother daughter

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Woman's%20Portrait_edited

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Image by Prince Akachi

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Image by Luis Villasmil

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Screen Shot 2020-06-22 at 5.54.42 PM

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Smiling Girl with Headphones

Waterside Women

Waterside Women

Traditional wealth management services have failed to serve our needs, so we are creating a community that will. 

Are you feeling uncertain about your financial future?

 

Are you curious about investing but not sure where to to start?

You are not alone. Women are stepping into greater wealth than ever before, yet most do not feel financially secure.

Taking ownership of your finances and learning how to invest can feel overwhelming, intimidating or confusing. It doesn’t have to be. 

INVESTERA provides a curated learning experience in a trusted community. 

Become a member of our community if you want to shift...

From thoughts like these:

“Investing isn’t for me”

“I don’t know where to start with investing”

“I’m ready to start investing but I feel stuck in taking the next step”

“My partner will take care of the finances”

“I have to be good at math to invest”

“I don’t know who I can trust with my money"

To thoughts like these:

"I am an investor"

"I have financial peace of mind"

"I give back to my community"

"I want to be independent and achieve financial freedom"

"I have a plan to build generational wealth"

"I want to invest my money in companies that align with my values...to shape a better future."

Become a member of our community if you want to...

Cultivate healthy money mindsets and habits

  • Get stagnant money flowing and working for you

  • Learn the lingo to have confidence speaking about investing

  • Learn how to invest in a way that aligns with your values 

  • Develop the ability to better filter investment opportunities

  • Get to know the latest technology to manage your investments

  • Connect with financial professionals that truly care about you

  • Have accountability to action your learnings 

What you receive as an INVESTERA member

Supportive Community

Financial Intelligence

Trusted Expertise 

Membership Includes:

 

  • Events to build your financial intelligence and interact with vetted financial experts 

  • Content to suit everyone from the beginner investor to the pro, across diverse asset types from stocks to cryptocurrency

  • Fireside chats with financial professionals and inspiring role models

  • Online community to interact, learn and network with other members. 

  • Dedicated online Q&A channel to have questions answered by experts

  • Online Courses. In development, first offerings will be:

Intro to equities/stock market course        

Intro to crypto course        

  • Newsletter to stay in the know of what’s going on in the financial/ investment world 

  • Tools and resources for assessing your current financial wellbeing and where you want to be including your values, money mindset, objectives and goals

  • Invites to in-person community events in select locations, when situation allows

Join INVESTERA

INVESTERA - LITE

Weekly Newsletter

1 Event/Month

$5/month​

Billed quarterly*

Weekly Newsletter

Community Access

Q&A Forum

Events & Recordings

Online Courses


Premium Tools & Resources

Contribution to scholarship fund

INVESTERA - PLUS

$25/month​

Billed quarterly*

Or $35/month billed monthly

LITE

A LA CARTE

$50 - $100

Per course

Get access to a specific courses for one time purchase.

*Quarterly memberships are billed 3 months in advance. We charge membership fee so that we can serve YOU, and only you. This means we can be independent - we don’t have to resort to clickbait sensationalism or selling data to please advertisers.

 

No hype. No hidden agendas. Our only agenda is you learning to grow wealth safely & responsibly.

 

Thank you for participating in our feedback process!

Take our 3 minute survey after reading this page to enter to WIN a year long PLUS membership and one of our favorite books on taking charge of your finances. 

What Women Are Saying

Emily

Entrepreneur

"Finally, a place to feel comfortable to learn about investing in a supported environment! I've been searching for something like this for years."

Ann

Consultant

"I was struggling for a long time to find an advisor who understands my business and could help me get into responsible investing, I found a perfect match through the INVESTERA network."

Elaine

Television Writer

"I am drawn to INVESTERA because I want to learn how to invest my money so I'm better prepared to weather the cycles of income instability in the entertainment industry."

Our big WHY is to disrupt and change the face of investing.

 

Joining our community, you become a part of the story of creating a world with more diverse, values-driven investors.

Together, we're ushering in a new era of investing.

More about us

Melissa Loh & Joy Souligny, INVESTERA Co-Founders

“Teach her about how money really works, and she can change the world.”

Linda Davis Taylor

Member Directory