Charting New Paths: Women Leaders Shaping the Future of Financial Services

While the financial services industry and related roles in financial technology have historically been male-dominated, we are seeing steady progress toward gender parity as women demonstrate their abilities and keen interest in making a difference within various segments – especially in the segment devoted to the financial planning and investment advisory profession.

​The establishment of Equita Financial Network in 2018 stands as a beacon, inviting other women to participate in the change. ​

Equita Co-founders Katie Burke and Bridget Venus Grimes

Co-founded by Katie Burke, CFP®, and Bridget Venus Grimes, CFP®, two visionaries with deep roots in the personal financial planning profession, Equita emerged from their shared experiences and a fervent desire to carve out a space where women could lead, innovate, and thrive.

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