What Zenith Wealth Partners does

Zenith Wealth Partners (legal entity Zenith Solutions, Inc.) is an independent, fee-only, fiduciary Registered Investment Adviser (RIA) registered with the SEC, founded in 2020 by Jason Ray and headquartered in Philadelphia with regional offices in New York, Washington D.C., and Charlotte. The firm is structured as a 100% minority-owned business whose stated mission is to eliminate systemic wealth inequality by delivering objective financial advice to underserved and underrepresented communities. The team of approximately 10-15 professionals includes a co-founder (Chelsea Ransom-Cooper, CFP), a CIO, COO/CCO, and multiple CFPs, CPAs, and credentialed advisors, and manages approximately $140 million in AUM as of March 2026, up from a $35 million baseline targeting over $100 million by late 2024.

The firm's product set is organized into three lines: (1) financial planning and investment management for high-earning individuals and families (defined as $150K+ income or $100K+ investable assets), delivered by CFPs and built around a values-aligned, custom-portfolio construction approach; (2) institutional investment management / outsourced CIO services for non-profits, foundations, and endowments, including investment policy development, quarterly rebalancing, and diverse manager sourcing; and (3) tiered business planning services for entrepreneurs and small business owners (Foundations tier at $600/month, Scaling tier at $1,500/month, plus the Zenith Launchpad one-time engagement for startups and nonprofits spanning 4-6 months). The underlying technology stack is commodity for the RIA industry — RightCapital for financial planning, Altruist for custody and account management, AdvicePay for subscription billing, and Schwab as custodian — with no proprietary platform, no public API, and no AI/ML infrastructure disclosed. The firm's only proprietary methodology surfaced in the data is the PEAK approach, used primarily for institutional clients to align investment portfolios with DE&I objectives.

Zenith generates revenue through three recurring streams plus project fees: investment management fees deducted quarterly starting at 1.00% of AUM and stepping down to 0.80% above $1 million per account; subscription wealth planning fees collected via AdvicePay (ACH, debit, or credit card); and monthly business planning subscriptions at the $600 and $1,500 tiers, supplemented by one-time Launchpad project fees. Go-to-market is dual-channel: a direct/inside-sales motion (Calendly-driven intro calls, "Work With Us" web forms) targeting individuals and institutions nationwide, layered with a community-led motion anchored by the Local Capital Markets (LCM) Showcase, a curated due-diligence platform co-founded with the UnTours Foundation that has facilitated $8.4M+ in closed deals and committed $1.15M in a spring cohort across 66 applicant companies, with a $20.7M investment pipeline. Customer segments span high-earning individuals/families, tech professionals with concentrated stock awards, first-generation wealth builders, nonprofits/foundations, and minority-owned small businesses, with named institutional relationships including the Valentine Foundation, Scattergood Foundation, Patricia Kind Family Foundation, and a partnership with the Philadelphia 76ers Buy Black Program.

Name

Zenith Wealth Partners

Legal name

Zenith Solutions, Inc.

Website

https://zenithwealth.partners

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Philadelphia-based, SEC-registered fee-only fiduciary RIA serving high-earning individuals, families, and mission-aligned nonprofits and foundations. Founded in 2020 as a 100% minority-owned firm, it manages approximately $140M in AUM across offices in PA, NY, DC, and Charlotte.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH)

Keywords

• Financial planning services
• Investment management
• Wealth advisory services
• Retirement planning
• Institutional asset management

Headquarters

HQ city

Philadelphia

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Investment Management Fees: Fee-only investment advisory fees deducted quarterly from investment accounts managed by Zenith. Fees start at 1% of AUM, decreasing to 0.80% once account value exceeds $1 million.
2. Wealth Planning Services: Ongoing wealth planning services paid via AdvicePay portal accepting ACH, debit card, or credit card. Additional project-based assessments available.
3. Business Planning Tiers: Tiered business planning services: Foundations at $600/month, Scaling at $1,500/month, plus Launchpad one-time fee for startups/nonprofits.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels9 records

Core offering

Zenith Wealth Partners is a fee-only, fiduciary registered investment adviser that delivers financial planning and discretionary investment management to individuals and families, outsourced CIO and endowment management services to nonprofits and foundations, and tiered business planning services to small businesses and mission-driven startups. The firm invests approximately $140 million in client assets under a values-aligned framework that includes the proprietary PEAK approach, Halal-compliant portfolios, and concentrated-holding diversification strategies.

Product overview

Zenith Wealth Partners offers a comprehensive wealth management and financial planning platform built around fee-only, fiduciary advisory services. The core offerings include Financial Planning and Investment Management for individuals and families, along with Institutional Investment Management (outsourced CIO) for non-profits and foundations. Business Planning services are available through tiered modules (Foundations at $600/month and Scaling at $1,500/month) plus the Launchpad onboarding program for startups. Specialized investment offerings include Values-Aligned Investing, Halal Investments, and services for managing concentrated holdings. The firm also publishes Monthly Investment Insights and hosts the Local Capital Markets Showcase for impact investing.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning services delivered by Certified Financial Planners (CFP®) to individuals and families, covering retirement planning, tax planning, estate considerations, and goal-based financial independence planning.
• Investment Management Custom discretionary portfolio management services building portfolios reverse-engineered from client-specific goals, risk tolerance, and values, with access to IRAs, brokerage accounts, and trusts, AUM-based fee of 1.00% declining to 0.80% above $1M.
• Institutional Investment Management (Outsourced CIO) Outsourced CIO services for nonprofits, foundations, and endowments, including investment policy development, values-aligned portfolio construction, and active monitoring with quarterly rebalancing.
• Business Planning Tiered subscription business planning service covering business assessment, strategy creation, cash flow projections, tax planning, expense management, and performance metrics for minority-owned small businesses and entrepreneurs.
• Zenith Launchpad Strategic onboarding for mission-driven startups and nonprofits delivering custom 5-year financial projections, early-stage valuation insights, and investor-ready materials, priced as a one-time fee based on scope.
• Values-Aligned Investing Investment solutions reflecting client values and ethical considerations including ESG, social priorities, and governance-focused strategies, including the proprietary PEAK approach for mission-aligned institutional portfolios.
• Halal Investments Sharia-compliant investment options following Islamic finance principles, with quarterly monitoring to confirm continued ethical adherence to Shariah law.
• Local Capital Markets Showcase Program connecting local investors with mission-aligned businesses through a rigorous due diligence process and curated cohorts; has facilitated $8.4M closed and $1.15M committed across 20 presenter companies.

Quantifiable outcome

• Mission-aligned portfolio transitions for Valentine Foundation: removed holdings including 3M, JP Morgan, Alphabet that violated racial justice standards and repositioned into women-managed funds.
• +2 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

Partnerships

13 partnerships are on record, tiered core, supporting, flagship and minor.

• UnTours FoundationcoreStrategic or Co-development Partner · 27 May 2026Co-founder of Local Capital Markets (LCM) Showcase, a platform connecting local investors with mission-aligned businesses in Philadelphia. UnTours Foundation brings deep network, long track record of community investment, and unwavering belief that local businesses are backbone of thriving communities.
• ImpactPHLsupportingGTM or Marketing Partner · 27 May 2026Event partner for Spring Local Capital Markets Showcase. ImpactPHL shares commitment to community-centered capital and local economic development.
• Halloran PhilanthropiessupportingGTM or Marketing Partner · 27 May 2026Event partner for Spring LCM Showcase sharing commitment to community investment and local capital circulation.
• Nelson FoundationsupportingGTM or Marketing Partner · 27 May 2026Event partner supporting LCM Showcase mission to keep capital circulating within local communities.
• The Barra FoundationsupportingGTM or Marketing Partner · 27 May 2026Event partner for Spring LCM Showcase supporting community-centered capital initiatives.
• Mid Penn BanksupportingGTM or Marketing Partner · 27 May 2026Event sponsor for Spring LCM Showcase supporting local capital markets development.
• Scattergood FoundationcoreStrategic or Co-development Partner · 19 September 2023Zenith will work with Scattergood to execute investment policy statement's asset allocation and support endowment returns while incorporating diverse asset managers and mission-related investment opportunities. Scattergood aims to serve as model for similar organizations seeking values-aligned investments.
• Patricia Kind Family FoundationcoreStrategic or Co-development Partner · 19 September 2023Zenith will align Patricia Kind Family Foundation's endowed long-term investments with mission to support organizations serving those struggling with poverty. Focus on placing assets with Black-owned and managed firm, supporting diversity and inclusion in investment approach.
• Philadelphia 76ersflagshipGTM or Marketing Partner · 28 March 2023Buy Black Program partnership where Zenith, alongside Eastside Golf, helps evaluate and select Black-owned businesses for support. Winner receives mentorship and networking opportunities. Program received 600+ applications and supports Black business ecosystem in Philadelphia.
• Valentine FoundationcoreStrategic or Co-development Partner · 6 July 2022Zenith developed framework to transition Valentine Foundation's investment portfolio to full mission alignment. Working to optimize community investment portion targeting 20% of portfolio in low-interest loans to mission-aligned projects in greater Philadelphia area.
• XYPN (XY Planning Network)supportingTechnology or IntegrationZenith is a member of XY Planning Network, a community of fee-only fiduciary financial advisors serving Gen X and Millennials.
• NAPFAsupportingStrategic or Co-development PartnerMember of National Association of Personal Financial Advisors (NAPFA), the leading membership organization for fee-only financial advisors committed to fiduciary service.
• Type Household BasisminorStrategic or Co-development PartnerRacial and financial justice group partnering with Zenith for impact investments and diverse asset manager selection.

Scale indicators5 records

Expansion highlights6 records

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@ZenithWealthPartners
• Facebookfacebook.com/NetWorthZenith
• LinkedInlinkedin.com/company/networthzenith
• Instagraminstagram.com/zenithwealth.partners
• Xx.com/networthzenith

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Zenith Wealth Partners