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.
This partnership builds on HealthSpark’s commitment, announced earlier this year, to align 100% of its assets with its mission by 2029. As part of that commitment, HealthSpark is launching a new Local Impact Investing portfolio, dedicating $2 million, or 5% of its endowment, by 2027 to mission-aligned nonprofit and for-profit ventures that strengthen Montgomery County communities.
A core component of this effort includes the newly launched Montco Housing Loan Fund, seeded with a $1 million investment from HealthSpark to expand access to attainable housing and attract greater public, private, and philanthropic investment into local affordable housing initiatives.
A second $1 million will be invested into local, values-aligned businesses and community-rooted ventures. To bring this part of the vision to life, HealthSpark selected Zenith Wealth Partners as its structured investment partner to source, evaluate, and manage the portfolio in an integrated, mission-forward manner. Over the next two years, Zenith will co-create a catalytic investment strategy rooted in HealthSpark’s values, the UN Sustainable Development Goals (SDGs) framework, and its long-term mission of building healthy, equitable, hopeful communities.
“HealthSpark is demonstrating what it truly means to lead with mission, aligning every dollar to the same purpose that drives their grantmaking,” said Jason Ray, of Zenith Wealth Partners. “We’re honored to partner with them to build a catalytic investment portfolio that not only seeks returns but strengthens the economic infrastructure of Montgomery County and the broader region.”
“This partnership represents the next chapter in HealthSpark’s long-standing commitment to investing in community power,” said Emma Hertz, President and CEO at HealthSpark Foundation. “Through Zenith’s thoughtful, values-driven approach, we can maximize the value of our financial resources and empower nonprofits, aligned for-profit, and local leaders contributing to a stronger and thriving Montgomery County for generations to come.”
This collaboration underscores HealthSpark’s belief that philanthropy must evolve beyond traditional grantmaking to address systems-level challenges. By embedding mission alignment into investment decisions, HealthSpark aims to create a sustainable cycle of growth and reinvestment that supports affordable housing, community-led ventures, and equitable economic development.
These efforts also build on HealthSpark’s long-standing investments in the region, including the creation of the Community Partners Center in 2008 and early investments in affordable housing. The Foundation’s expanded focus on place-based investing reflects a deepened commitment to strengthening local nonprofits, supporting community-rooted solutions, and ensuring that capital reaches those with historically limited access to it.
About the HealthSpark Foundation
HealthSpark Foundation is a private, independent foundation based in Montgomery County, Pennsylvania. Through its grantmaking, convening, and leadership, HealthSpark backs these essential efforts by prioritizing initiatives that uplift transformative leaders, foster thriving communities, and expand opportunities and justice for all. Guided by its strategic goals – Community Power, Leadership, and Solutions – the foundation pursues its mission to achieve healthy, equitable, and hopeful communities throughout Montgomery County.
Learn more at https://healthspark.org.
About Zenith Wealth Partners
Zenith Wealth Partners is a fee-only, fiduciary investment management and financial planning firm. Zenith is on a mission to combat racial, age-based, and gender wealth inequality by making comprehensive financial planning and wealth management accessible to all. Serving individuals, families, nonprofits, and institutions, Zenith anchors its work in understanding each client’s goals and values to deliver tailored, values-aligned investment solutions.
Learn more at https://zenithwealth.partners.
All written content is for information purposes only. Opinions expressed herein are solely those of Zenith, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.