Insights

PHILADELPHIA, Pa – December 09, 2025 – HealthSpark Foundation has taken a bold step toward fully aligning its investment portfolio with its mission, partnering with Zenith Wealth Partners (Zenith) to design and implement a catalytic, place-based investment strategy that advances economic opportunity and equity across Montgomery County and the Greater Philadelphia region.

RALEIGH, N.C. – November 24, 2025 – John Rex Endowment (JRE) has partnered with Zenith Wealth Partners to strengthen the financial health and resilience of Raleigh-area nonprofits, supporting a more sustainable and equitable local nonprofit ecosystem.

PHILADELPHIA, PA – October 27, 2025 – Zenith Wealth Partners (Zenith), a minority-owned, fee-only, independent registered investment advisory firm, and the Untours Foundation co-hosted the Local Capital Markets Showcase, an event convening mission-aligned investors, community leaders, and local entrepreneurs to highlight the power of investing in Philadelphia’s own backyard.

PHILADELPHIA, Pa – October 20, 2025 – Zenith Wealth Partners (Zenith), a minority-owned, fee-only, independent RIA, announced a new partnership with the Urban League of Greater Philadelphia (ULGP) to align long-term investment strategy with ULGP’s 2025–2028 strategic plan to expand impact across the Greater Philadelphia region. ULGP’s strategy centers on growth in membership, visibility, service capacity, resource development, community impact and advocacy, built through a community-informed planning process.

Zenith Wealth Partners (Zenith), a minority-owned, fee-only, independent Registered Investment Advisor, is proud to announce the renewal and expansion of its partnership with the Scattergood Foundation. This renewed collaboration strengthens a shared commitment to aligning long-term investments with social impact goals and scaling mission-aligned investing within the Philadelphia region and beyond.

Family foundations are navigating a period of rapid change, with evolving practices reshaping how they approach their missions and the communities they serve. The Philanthropic Trends 2025 Report, produced by the National Center for Family Philanthropy (NCFP), is the third in a series of comprehensive studies conducted every five years to track the evolving practices of family foundations.

Zenith is proud to partner with Mural Arts, a pillar of the Philadelphia community and a nationally recognized leader in transforming public spaces through art. With deep local roots in Philadelphia, Zenith shares Mural Arts’ commitment to creating meaningful, lasting change. 

Family foundations are navigating a period of rapid change, with evolving practices reshaping how they approach their missions and the communities they serve. The Philanthropic Trends 2025 Report, produced by the National Center for Family Philanthropy (NCFP), is the third in a series of comprehensive studies conducted every five years to track the evolving practices of family foundations.

PHILADELPHIA, PA – August 29, 2024 – Zenith Wealth Partners (Zenith), a minority-owned, fee-only, independent RIA announced a new partnership with The Ivy Legacy Foundation to invest its operating reserves in a values-aligned portfolio.