Zenith Wealth Partners

Featured News

Minority-Owned Financial Advisory Looks to Triple AUM, Close Wealth Gap for People of Color

Philadelphia-based Zenith Wealth Partners, led by founder Jason Ray, is on a mission to triple its assets under management (AUM) from $35 million to over $100 million by late 2024. The company is dedicated to closing the wealth gap for people of color, particularly women and minorities who are underrepresented in the finance industry. Zenith was strategically established in Philadelphia, known for its diverse population and commitment to diversity and inclusion. The firm has cultivated trust through workshops and outreach, offers services to minority-owned businesses, and serves clients nationwide.

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Featured News

Chelsea Ransom-Cooper: InvestmentNews’ 2023 Class of 40 Under 40

Congratulations to Chelsea Ransom-Cooper for being named as a member of the 2023 Investment News 40 Under 40. Chelsea’s exceptional client service has deservedly been widely acclaimed, and it is tremendous to see this national recognition also bring a spotlight to the countless hours she has invested in building Zenith’s next-generation wealth platform.

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