
We are the investment platform for nonprofits. We help you invest reserve funds, create micro-endowments, and receive stock and crypto gifts.
We leverage modern, financial technology to help nonprofits grow their giving and find financial resiliency.
Contact Information:
Rj Caswell
(980) 253-1825
Category:
Organization Type:
Business
Ownership:
Women Owned
County:
Mecklenburg County
Do you have staff who speak Spanish?:
no
Do you offer a discount for our members?:
no
Regions Served:
Charlotte Area NC
Northeast NC
Northwest NC
Southeastern NC
Southwestern NC
Triad Area NC
Triangle Area NC
Statewide
National