PHILADELPHIA, Pa – July 7, 2025 – 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.
The Scattergood Foundation, a nationally recognized thought leader in behavioral health and systems change, originally partnered with Zenith in 2023 to integrate values-driven investment strategies into the management of its endowment. Building on the successful initial phase, the newly expanded relationship represents a total of $11 million under management by Zenith and further deepens that commitment, bringing new resources, broader impact, and increased alignment across investment and philanthropic goals.
“This partnership isn’t just about managing dollars—it’s about moving them with intention. With Zenith, we’re proving that behavioral health, equity, and investment strategy don’t have to live in separate lanes, nor do we have to sacrifice our rates of return. They are all part of the same road to systemic change.”
Joe Pyle, President of the Scattergood Foundation.
“What makes this partnership meaningful is its authenticity—Scattergood isn’t just talking about equity, it’s embedding it across every facet of its operations, from grantmaking to investing. Our role at Zenith is to honor that vision by building an investment portfolio that advances their values just as effectively as it meets their financial goals. This isn’t about compromise between impact and performance—it’s about designing systems where the two reinforce each other.”
Jason Ray, President at Zenith Wealth Partners.
This collaboration reflects Zenith’s ongoing mission to close the racial wealth gap and build financial resilience for organizations advancing equity and opportunity. The firm partners with a growing number of mission-driven nonprofits, foundations, and institutions seeking more inclusive investment solutions.
About Zenith Wealth Partners
Zenith Wealth Partners is a fee-only, fiduciary investment management and financial planning firm. Zenith Wealth Partners is on a mission to combat racial, age-based, and gender wealth inequality, making financial planning and wealth management accessible to all by delivering comprehensive, high quality, and accessible advice to individuals and organizations.
Zenith Wealth Partners anchors its work in genuinely understanding the needs and values of each client and offering tailored solutions to help them reach their desired financial goals.
Learn more at https://zenithwealth.partners/
About The Scattergood Foundation
The Scattergood Foundation believes major disruption is needed to build a stronger, more effective, compassionate, and inclusive society where behavioral health is central. We approach our work with humility and strive to share power responsibly while being unrelenting advocates for practices that advance equity for all. At the Foundation, we THINK, DO, and SUPPORT in order to shift the paradigm and practice for behavioral health, and recognize the unique spark and basic dignity in every human
Learn more at www.scattergoodfoundation.org
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