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 core financial management assistance, including budgeting and debt management, and a range of insurance and retirement products. These offerings encompass various life insurance policies, such as Indexed Universal Life (IUL), Whole Life, and Term Life Insurance, alongside various retirement income solutions like Fixed Indexed Annuities and Fixed Annuities, as well as Long Term Care planning.

02BY FIRE BY FORCE MANAGEMENT LIMITED LIABILITY CO

Professional & Management Consulting · Union, New Jersey
SBA-certified WOSB, EDWOSB
WOSBEDWOSB

By Fire By Force Management, LLC is a project management and operations consulting firm specializing in bringing immediate structure, direction, and execution to complex and high-pressure environments. We support government agencies, corporate organizations, and nonprofits and mission-driven entities by coordinating stakeholders, establishing clear direction, and driving initiatives to completion on time, in scope, and in full compliance. Through our proprietary system, The Project Connector, we deliver visibility, accountability, and alignment from kickoff to closeout. When the path forward isn't clear, By Fire By Force is where vision finds its structure.

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 Modernization with O&M Support -Business Intelligence, Big Data, Data Analytics, & Data Visualization -DevSecOps & Enterprise Agile implementation and Adoption SVs -Cloud Solutions & Infrastructure Svs -Cybersecurity -Blockchain -Artificial Intelligence (AI)-Machine Learning (ML) -Risk Management and Mitigation -Requirements Gathering & Management-Functional/ Non–Functional (IT) -Program Governance and Assurance -Leader in implementation of innovative technologies in the projects -Unique processes and execution strategies with proven history of delivering all projects ON TIME and ON/UNDER budget -Highly satisfied customers with Excellent federal & private sector past performances -Recognizes its employees as the foundation of its success

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 federal agencies and multifamily stakeholders. With over a decade of expertise in federal housing finance and regulatory oversight, PCS combines advanced legal and compliance expertise with proven performance in managing $5B+ in multifamily transactions, resolving enforcement actions, and training lenders and housing partners. We deliver practical, results-driven strategies to strengthen compliance frameworks, reduce audit risk, and support exam readiness across government and financial institutions.

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, workflow analysis and validation, process automation, workflow modernization, end-to-end testing, systems and integration testing, Agile development support, training, LMS support, data analytics, data management, informatics support, management consulting, program and project support, and workforce solutions. The firm supports enterprise modernization, operational improvement, mission execution, readiness, decision-making, and practical AI adoption. ATHOS1 is led by a retired U.S. Public Health Service CAPTAIN with 30 years of federal experience across HHS, FDA, CMS, ACF, and DoD, and also brings DOE reseller experience and Cisco reseller partner capability.

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 governments, private for-profit and non-profit clients. Wilmer Financial Group Incorporated is dedicated to providing expert financial training and education. As a disabled veteran owned, women owned, minority owned business, we are committed to fostering financial literacy and equipping our clients with essential knowledge on various financial topics; including retirement planning, social security, Thrift Savings Plan (TSP), Medicare, Long Term Care Insurance, Flexible Spending Accounts (FSA), Federal Employee Health Benefits (FEHB), and Federal Employee Group Life Insurance (FEGLI). With a passion for excellence and innovation, we offer flexible training options, including virtual and in-person sessions, to meet the unique needs of each agency.

10BEACH & 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 and Supply distribution services, Systematic Process Distribution and Logistics Consulting, Technical Consulting, Human Resource Consulting, Benefits & Compensation Consulting, Employee Management, Employee Assessment, Production Improvement Consulting, Strategic Planning Services, Economic Research & Development, Environment Research & Development, Community Regional Research & Development, Program Development, Community Development, Professional Personal Support Services, Travel arrangement and reservations, OSHA approved Sanitation, Recreational Support Services, Rental/Leasing Services (Car, Equipment, Material, Event Space, Office Space, Facilities, Property).

15FIERCE 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 financial blueprints and solutions in order to streamline efficiencies while boosting your bottom line. We provide customized solutions to help our clients reduce operational costs, structure and/or restructure standard operating procedures and implement financial strategies which align with company-wide and project specific initiatives.

16MEDICAL 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. Backed by experienced leadership, we deliver reliable service and compliant solutions to long-term care facilities and healthcare providers across multiple states.

20ALT 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 solutions to improve financial oversight, loan performance, and risk assessment. Our Expertise Include: Model Validation (IVV) for financial and credit risk models, AI-driven automation for loan and portfolio risk analytics, Cloud-based risk management solutions for financial data governance, Regulatory compliance and financial reporting aligned with OMB and federal oversight requirements, and AI training and workforce development, equipping federal agencies with AI literacy, risk management expertise, and advanced data-driven decision-making capabilities. ALT supports HUD, SBA, Treasury, and other federal agencies in enhancing credit risk analysis, portfolio risk assessment, and financial governance with secure, scalable AI-powered financial intelligence solutions.

22MARITSA 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 insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.

24ROYA 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, Inspiration, Empowerment, Leadership, And Training.

25SAVALAN 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 government agencies, government contractors, and non-profit organizations. Our customized services span from budget formulation/execution and financial analysis to restructuring operational and financial processes for increased efficiencies to include personnel realignment in those functions. The experienced professionals at Savalan are well versed in administrative, operational, and financial functions and have extensive knowledge of federal policies, rules and regulations.

29ENDICTUS 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 Writing, Training Pentesting Engineering Consulting IT Services Network Engineering Management Services Administrative Services Financial Improvement Audit Readiness (FIAR)

31ANNMARIE 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 as well as Individuals. We expose strengths & weaknesses of current plans, We Research & Explain Best Options & Choices for clients to achieve their goals. NO QUOTAS, NO FEE, NO PRESSURE, FIDUCIARIES, OPERATING MON-SAT 9A-9P THROUGHOUT THE US SPECIALIZING IN TEACHING HOW MONEY WORKS/ FINANCIALL LITERACY WORKSHOPS ON-SITE & VIRTUALLY Our partner companies represent nationally recognized brands with excellent ratings and reputations such as: Fidelity, FRANKLIN, Invesco, COREBRIDGE, Lincoln Financial, Brighthouse Financial, Equitable-plus 15 other Investment Providers NMLO LICENSED MORTGAGE PROVIDER, NMLS#1723477 LegalShield 20 National Auto & Home & Business Insurers Vivint Home Security Together we provide Financial Solutions that our clients trust and rely on.

32IMMERSE 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 approach addresses the three dimensions of change: People, Process, and Technology. We offer a comprehensive toolkit of approaches to help clients adapt to rapid changes in their mission environments. IA is an innovative program management and business consulting company that provides analytical, programmatic, and governance services with a focus on the development, delivery, and management of business operations. IA is committed to ensuring our clients succeed in complex and uncertain environments.

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 transportation, water, and sewer infrastructure improvement projects.

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 with FEGLI, TSP, FEHB; prepare individualized retirement estimates; instructions on how to integrate those benefits with the other financial and insurance products in employees' life; maximize benefits with and without survivor benefits; continuation of these benefits in retirement; provid guided training notes.

39AFC POWER STRATEGY GROUP, INC.

Professional & Management Consulting · Houston, Texas
SBA-certified WOSB
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 - Organizational design through structural analysis and market research; strategic visioning and planning, implementation tools, organizational strengthening and development (corporate identity); process development and execution for logos, websites, social media, personal imaging, and audio/video. ? Strategic Financial Management – Identifying and quantifying an organization’s resources; devising a plan for utilizing finances and other resources;establishing procedures for collecting and analyzing data; forecasting; and growth planning. Government Contract Administration Services - Expertise of FAR and DFAR regulations; resolution of inadequate incurred cost proposals; contract review performance, root cause analysis; and contract closeout backlog elimination.

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 in a value-oriented way.

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.