Modern
investing for nonprofits

Curated portfolios, amplified giving, & beautiful technology so you can focus on relationships, not transactions.

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The all inclusive asset management platform

Reserve Funds

Hedge against inflation and protect future buying power of reserves.

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Capital Campaigns

Accelerate capital campaigns and preserve funds already raised.

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Endowments

Reduce your management fees  and easily create new endowments.

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Gifting tools included with every account

Stock Donations

Increase donations with a custom landing page that helps donors easily gift stocks.

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Crypto Donations

Easily accept bitcoin and ethereum donations with custom wallets and low fees.

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Gifted Endowments

Receive gifted endowments from donors with our white labeled gifting tool.

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Speak with an expert

We are a Registered Investment Advisor for Nonprofits. We offer expert investing, outsourced CIO and fiduciary services as well as gifting tools that amplify giving.

Invest reserve funds
Receive stock and crypto donations
Manage and create endowments
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