NAICS 523940

Certified Women-Owned Portfolio Management and Investment Advice

42 certified women-owned vendors list NAICS 523940 (Portfolio Management and Investment Advice) among their codes, each holding an active WOSB or EDWOSB certification reported from the U.S. SBA Small Business Search.

42 certified vendors · ranked by certification recency & profile depth

01SECURED FUTURES LLC

Accounting, Tax & Financial · Dallas, Texas
SBA-certified WOSB, EDWOSB, SDVOSB, VOSB
WOSBEDWOSBSDVOSBVOSB

Secured Futures is a financial solutions provider specializing in comprehensive planning and personalized insurance services aimed at helping clients achieve financial security and long-term goals. The company offers…

03KSAPEX, LLC

IT & Software Services · Alexandria, Virginia
SBA-certified WOSB, EDWOSB
WOSBEDWOSB

OUR project made it to the US CONGRESS due to unique execution, agile, DevSecOps, & best practices -Custom Application Development by implementing Agile, DevOps, & Best Practices -Digital Transformation & Application…

04PROLIFIC COMPLIANCE SOLUTIONS, LLC

Professional & Management Consulting · Herndon, Virginia
SBA-certified WOSB, EDWOSB
WOSBEDWOSB

Prolific Compliance Solutions, LLC is a Virginia-based, SWaM-certified and SBA-certified WOSB/EDWOSB consultancy specializing in compliance audits, vendor oversight, policy development, and risk management solutions for…

06ATHOS1 LLC

Professional & Management Consulting · Catonsville, Maryland
SBA-certified WOSB, EDWOSB, 8a, SDVOSB, VOSB
WOSBEDWOSB8(a)SDVOSBVOSB

ATHOS1 LLC is an SBA-certified 8(a), SDVOSB/VOSB, and WOSB/EDWOSB small business providing IT services, Health IT, AI and AI-enabled operational support, machine learning, IT reseller and software licensing support…

07WILMER FINANCIAL GROUP INCORPORATED

Professional & Management Consulting · Pensacola, Florida
SBA-certified WOSB, EDWOSB, SDVOSB, VOSB
WOSBEDWOSBSDVOSBVOSB

Founded in 2022 after 10 years in the corporate financial industry, Wilmer Financial Group Incorporated is a professional full service financial firm that supports individuals, businesses, federal, state and local…

09MEDICAL HOTSPOTS, INC

Wholesale & Distribution · Vero Beach, Florida
SBA-certified WOSB
WOSB

Medical Hotspots Inc. is a woman and minority-owned provider of durable medical equipment, respiratory care, and nationwide medical supply distribution. We specialize in DME, oxygen therapy, and healthcare partnerships…

11BEACH & BOYD ASSOCIATES CORPORATION

Professional & Management Consulting · Noblesville, Indiana
SBA-certified WOSB
WOSB

Administrative Management, Administrative Support, Operations Management, Facility Management Consulting, Real estate Consulting, Title Search, Financial Consulting Investment advice and consulting, Offices Management…

13ALT SOLUTIONS LLC

Professional & Management Consulting · Falls Church, Virginia
SBA-certified WOSB, EDWOSB
WOSBEDWOSB

ALT Solutions LLC is a WOSB specializing in AI-driven financial management, risk modeling, and credit subsidy advisory. We provide predictive analytics, regulatory compliance consulting, and machine learning-driven…

16ROYA ASSOCIATES INC

Professional & Management Consulting · Port Chester, New York
SBA-certified WOSB
WOSB

Multi-Faceted Management And Consulting Firm Engaged In Start Up , Turnaround And Next Stage Growth Companies. We Also Host Programs Focused On Personal And Professional Development, Business Success, Motivation…

18FIERCE FINANCIAL SERVICES LLC

Professional & Management Consulting · Upper Marlboro, Maryland
SBA-certified WOSB, EDWOSB
WOSBEDWOSB

Fierce Financial Services is a Women and Disability Owned Wealth Management Firm that specializes in Financial Planning, Operational Planning and Training and Development. As a firm, we identify, manage and design…

19SAVALAN LLC

Professional & Management Consulting · Washington, District of Columbia
SBA-certified WOSB, EDWOSB, 8a
WOSBEDWOSB8(a)

Savalan, LLC focuses on our clients’ back office functions so they can focus on mission and programmatic delivery. We provide financial management services to finance and administrative departments across a range of…

24MARITSA BROWN

Staffing & HR Services · Broadview Heights, Ohio
SBA-certified WOSB
WOSB

RetireSmart is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and…

30ENDICTUS CORP

Professional & Management Consulting · Tampa, Florida
SBA-certified WOSB, EDWOSB, 8a
WOSBEDWOSB8(a)

Cybersecurity Open-Source Intelligence (OSINT) IT Modernization Social Media, Website Development, Content, Communications Strategic Analysis/Management/Planning Program Management Program Analysis Policy, Technical…

32ANNMARIE DEPOIAN

Accounting, Tax & Financial · Rochester, New York
SBA-certified WOSB, EDWOSB
WOSBEDWOSB

As a Registered Investment Advisor AnnMarie and the Depoian Team has over 25 years of experience providing Investment Advisory Services, Financial Resources & Written Financial Plans to Private & Public Sector Clients…

33IMMERSE ANALYTICS LLC

Accounting, Tax & Financial · Springfield, Virginia
SBA-certified WOSB, EDWOSB, 8a
WOSBEDWOSB8(a)

Headquartered in Springfield Virginia, Immerse Analytics LLC (IA) provides a range of analytical, programmatic, and governance support with a focus on the development and delivery of flexible, innovative solutions. IA’s…

37HAYAT BROWN LLC

Engineering & Architecture · Washington, District of Columbia
SBA-certified WOSB, EDWOSB, HUBZone
WOSBEDWOSBHUBZone

Providing program management, project management, construction management, budgeting, planning, design, and related engineering consulting services to government agencies and private companies involved in…

38BREW CREW ENTERPRISES, LLC

Accounting, Tax & Financial · Olmsted Township, Ohio
SBA-certified WOSB
WOSB

To provide relevant, timely education in an interactive engaging manner about federal employees' benefits; different options of the various benefits for FERS, CSRS, LEO'S, ATF's; advantages and disadvantages of options…

39AFC POWER STRATEGY GROUP, INC.

Professional & Management Consulting · Houston, Texas
SBA registry listing · cert end date passed
WOSB

AFC Power Strategy Group, Inc. (AFCPSG) is a management consulting firm, established in July 2014. AFCPSG is a small business whose customers include small to medium sized businesses. Strategy and Branding…

41GORDON LIMITED LIABILITY CO

Accounting, Tax & Financial · Gaithersburg, Maryland
SBA-certified WOSB, EDWOSB
WOSBEDWOSB

At GORDON, we help enterprises achieve higher performance standards and sustainable growth by working hand-in-hand to improve their processes, streamline their systems, train their people strategically, efficiently, and…

Frequently asked

How many certified women-owned vendors are registered under NAICS 523940?

42 certified women-owned vendors list NAICS 523940 (Portfolio Management and Investment Advice) among their codes, each holding an active WOSB or EDWOSB certification reported from the U.S. SBA Small Business Search and dated on each listing.

What is NAICS 523940?

NAICS 523940 is "Portfolio Management and Investment Advice" in the North American Industry Classification System — the federal standard procurement teams use to classify vendors. Womyn Owned lets you find certified women-owned suppliers by NAICS.