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.