Expanding Access to Financial Education 

The Invstr Foundation is a U.S. non-profit organisation dedicated to improving financial literacy and investment education for individuals and communities underserved by traditional financial systems. 

The Foundation does not provide investment, legal, or tax advice 

The Financial Literacy Gap 

Across the United States, millions of individuals lack access to practical financial education. This gap contributes to poor financial outcomes, reduced economic mobility, and long-term inequality. 

As financial responsibility increasingly shifts to individuals — from retirement planning to investment decision-making — access to clear, unbiased education is more important than ever. 

The Invstr Foundation exists to help close this gap. 

Our Mission

The Invstr Foundation’s mission is to empower individuals with the knowledge and confidence needed to make informed financial decisions. 

We focus on: 

● Practical, easy-to-understand financial education 

● Long-term financial capability, not short-term outcomes 

● Technology-enabled programs that can scale nationally 

Our approach is educational, not advisory. We do not provide personalized investment advice or promote specific financial products. 

Programs & Impact

The Invstr Foundation develops and supports educational initiatives designed to improve financial understanding across different stages of life. As programs expand, we are committed to transparent reporting on reach, participation, and outcomes. 

Current and planned initiatives include: 

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Digital financial education programs 

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Youth and early-career investment literacy initiatives 

Partnerships with schools, non-profits, and community organisations 

Partners & Supporters 

We collaborate with organisations and individuals who share our commitment to expanding access to financial education. 

Partnership opportunities include: 

● Corporate and institutional sponsorship 

● Educational partnerships 

● Programmatic and grant-based collaboration 

We welcome conversations with partners aligned with our mission and values. 

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Governance & Transparency 

The Invstr Foundation is committed to strong governance, ethical conduct, and responsible stewardship of donor funds. 

We believe transparency and accountability are essential to maintaining public trust. 

The Foundation operates independently and is governed exclusively in furtherance of its charitable mission. 

Our governance principles include: 

● Oversight by a Board of Directors 

● Clear charitable purpose aligned with U.S. non-profit regulations 

● Responsible use of funds exclusively in support of our educational mission 

Legal Status

The Invstr Foundation is a U.S. non-profit organization operating under Section 501(c)(3) of the Internal Revenue Code. Contributions may be tax-deductible to the extent permitted by law. 

Additional governance, financial, and compliance information is available upon request. 

Support Our Mission

Your support helps expand access to financial education and empowers individuals to build stronger financial futures. 

Ways to get involved: 

● Make a charitable contribution 

● Explore partnership or sponsorship opportunities 

● Contact us to learn more about our programs 

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