Our EcoSystem
Non-Profits We Champion
The lack of diversity on Wall Street is a problem. Yet, the data is clear, and diverse people, ideas, and backgrounds lead to the best possible outcomes.
By teaching the technical “hard” skills of finance and corporate culture's “soft” skills, we empower under-represented young adults to achieve beyond their present horizons.
We believe that the urban finance talent of tomorrow, applying those skills in their lives and communities, can become agents of positive change and sustainable economic development.
The Prosp(a)rity Project was constructed on the belief that Black girls & women deserve the opportunity to lead accomplished, abundant lives—a freedom that all should experience, but due to the hurdles of systemic inequity, fueled by misogynoir (the intersection of sexism x racism), has been disproportionately tricky for this group to achieve.
Because of this, we’ve embarked on a mission to empower Black girls & women with tools for financial, professional/entrepreneurial, and holistic success, which we currently fulfill through our signature program, the 35*2 Free Initiative.
We are guided by a vision of furthering our presence as the leading nonprofit explicitly dedicated to nurturing, uplifting, and advancing members of this demographic and ultimately positioning them to pay it forward to their communities and subsequent generations.
In the wake of George Floyd’s death, and in the spirit of the Black Lives Matter movement, the BLatinX Internship Program (BLX) was born. Our goal is to provide an opportunity for aspiring Black and Latinx financial planners to obtain an internship at a fee-only financial planning firm.
The financial planning industry is woefully underrepresented from a diversity standpoint. In fact, 73% of Certified Financial Planners are white males. We believe that in order to move the financial planning profession forward, we must be more representative of the population of our country.
According to the CFP Board and the US Census Bureau, only 3.8% of Certified Financial Planner pros are Black or Latinx, while those populations make up 31.9% of our country. It is projected that by 2045, the United States will be a minority-majority. This is the future of our profession.
We believe that every young adult has potential and deserves an opportunity and economic justice.
Year Up is committed to ensuring equitable access to economic opportunity, education, and justice for all young adults—no matter their background, income, or zip code. Employers face a growing need for talent while millions are left disconnected from the economic mainstream. These inequities only further perpetuate the Opportunity Divide in our country—a divide that Year Up is determined and positioned to close.
Gateway Foundation is a 501(c)(3) nonprofit organization administered by Money.
Management Institute. The foundation aims to advance diversity and inclusion in the industry by increasing financial literacy in the community, educating college students and entry-level professionals about the industry, and providing mid-career development to African American and Latino professionals.