Moxie Platforms Launches to Rewire Organic Growth by Mobilizing Women Across Generations and Engaging the Next Generation of Talent and Investors

Provides clients with creative, custom-built events, platforms, and initiatives to strengthen culture, fuel growth and unlock competitive advantages

NEW YORK--(BUSINESS WIRE)--Moxie Platforms (“Moxie”), a rapidly-growing company building bespoke events, platforms, and initiatives to retain women and drive business growth, today announced its launch. Founded by Candice Richards, former practicing lawyer and MidOcean Partners Managing Director and ESG/Compliance Officer, Moxie was established with the mission of disrupting the landscape of programming for women professionals by equipping asset managers, wealth managers, professional services firms, and other corporate businesses with tailored, high-impact initiatives that drive activation, advancement, profitability and performance.

Since its initial inception in 2024, Moxie has experienced strong momentum, onboarding several leading asset management and wealth management clients and partners, including Merchant Investment Management and Advanced Portfolio Management, underscoring the appetite for meaningful improvement in women talent retention and advancement.

Moxie’s approach is anchored in a three-step model tailored to meet each client’s precise needs:

1. Through one-on-one interviews and deep listening, Moxie uncovers the unique goals, ambitions, and performance drivers of women professionals.
2. Moxie builds creative, bespoke platforms and programming aligned with each client’s unique culture and talent needs, integrating proven strategies that drive clarity, confidence, and career momentum.
3. Moxie activates these platforms through high-impact experiences, visibility opportunities, such as intimate, curated events and strategic, cross-industry collaborations, including with top-tier brands, that elevate women professionals and strengthen firm-wide performance.

“At Moxie, we recognize that historical strategies to retain women talent are not moving the needle and that the exodus of women leaving the workforce is impacting companies’ performance, profitability and brand reputation,” said Ms. Richards. “We are committed to redefining how firms engage and retain talent by delivering innovative programming that directly supports the advancement of women professionals and drives different, much-needed positive results. We deliver custom-built, actionable systems that break from traditional norms to energize and activate women, fostering both personal and professional growth while creating long-term business value for our clients.”

Moxie builds upon the success of the Women’s Awareness Initiative (“WAI”), a pioneering program founded and launched by Ms. Richards during her tenure at MidOcean. WAI, which now partners with 32 household-name investment firms collectively managing or supervising over $4.75 trillion in assets, creates awareness among college women around career paths in asset management. Its framework for collegiate engagement has now been broadened to encompass the wider wealth management industry, expanding opportunities for women to explore and pursue careers across the sector. The fast success of WAI, coupled with the accelerating shift in global wealth toward women, who are currently projected to inherit $87 trillion in assets by 2048, revealed to Ms. Richards the need for disruptive programming that supports and excites women at scale and keeps them in the industry.

Drawing on this sustained engagement, Moxie has developed first-hand insight into what the next generation of talent and capital expects: authenticity, access, transparency, community, and meaningful impact. This cohort is digitally native, purpose-driven, and community-oriented, and they evaluate firms accordingly. Moxie's model is intentionally multi-generational, designed not only to attract emerging talent and investors, but to re-engage seasoned women leaders whose institutional knowledge is critical to sustained firm performance, fostering cross-generational connection and knowledge transfer that reinforces culture and preserves client relationships. Firms that build brand identities and experiences that authentically speak to women, both as talent and as clients, will gain a significant competitive edge as organic growth increasingly depends on bridging generational expectations.

“Candice has been a strong and effective leader for women in private markets throughout her career, and her latest endeavor to accelerate the advancement of women in the workplace is critically important,” said Genie Cesar-Fabian, General Counsel & Chief Operating Officer at Institutional Limited Partners Association (ILPA). “I have no doubt her work will continue to positively transform the industry. Candice is building a vital platform for women professionals at a pivotal moment, as their influence over global capital is rapidly expanding. I look forward to continuing to support Moxie’s growth and success.”

“Candice has an exceptional ability to bring people together and create meaningful connections across the industry. We are excited to have her facilitating our Women in Wealth Affinity Group and Council as the industry navigates a generational shift in wealth and the growing influence of women across the financial ecosystem,” added Candice Carlton, Managing Director, Head of Engagement Strategy at Merchant.

Ms. Richards concluded, “I am honored to have the support of the firms that have placed their trust in Moxie, and am thrilled to channel our team’s momentum into cultivating and scaling meaningful experiences for women in the workplace that have a positive impact across the broader financial ecosystem. This is just the beginning of what we expect to be the next generation of game changing excellence for women in the corporate workforce and look forward to what’s to come.”

Moxie’s initial programming has focused on revitalizing the events space, an area that has long lacked the energy and creativity needed to truly engage women professionals. To learn more or explore partnership opportunities, visit https://www.moxieplatforms.com/ or email [e-mail].

About Moxie Platforms
Founded by Candice Richards in 2024, Moxie was established with the mission of disrupting the landscape of programming for women professionals by equipping asset managers, wealth managers, professional services firms, and other corporate businesses with tailored, high-impact initiatives that drive activation, advancement, profitability and performance. Moxie builds bespoke events, platforms, and initiatives to retain women and drive business growth. To learn more, visit: https://www.moxieplatforms.com/.