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MONEY POSITIVE
Money Positive is a worker-owned, women-owned, and queer-owned worker coop and Registered Investment Advisor (RIA). It is B-Corp certified and states it is...
Overview
Money Positive is a worker-owned, women-owned, and queer-owned worker coop and Registered Investment Advisor (RIA). It is B-Corp certified and states it is the first worker-coop and RIA to achieve this designation. The firm offers fee-only financial planning and strives to uplift BIPOC, LGBTQ+, neurodivergent, transitioning veterans, and under-recognized communities.
General information
Principals
Amanda Dunn
Financial Planner
Kate Herrman
Chief Marketing Officer
Chris Hufana
Chief Investment Officer & Chief Compliance Officer
Snow Montemayor
Chief Financial Officer
Sash Sunday
Bookkeeping Professional
Kelly Bethke
Chief Executive Officer
Frequently asked questions
Does MONEY POSITIVE have any publicly known offices?
No office locations have been disclosed for MONEY POSITIVE. The firm has no recorded headquarters city, country, or additional office addresses in any public database or media source.
How does MONEY POSITIVE source deal flow?
No proprietary deal flow or sourcing model has been documented for MONEY POSITIVE. The firm has no known public profile, making its method of identifying or executing investments unverifiable.
What is MONEY POSITIVE's known posture on co-investments?
MONEY POSITIVE's approach to co-investments has not been reported. Without any disclosed deals or external GP relationships, its participation in co-investments, fund commitments, or direct deals cannot be assessed.
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