Veris Wealth Partners

Veris helps our clients achieve financial goals while aiming to build a more just, sustainable, and equitable world.

General Information
Company Name
Veris Wealth Partners
Founded Year
2007
Location (Offices)
San Francisco, United States +5
Founders / Decision Makers
Number of Employees
37
Industries
Wealth Management
Funding Stage
Private Equity
Social Media

Veris Wealth Partners - Company Profile

Veris Wealth Partners is an independent wealth management firm founded in 2007 and based in San Francisco, with additional offices in New York, NY, Portsmouth, NH, and Denver, CO. The company specializes in impact, ESG, and sustainable investing, believing that superior investment performance and positive impact are complementary elements of a holistic investment strategy. The firm's commitment to positive impact is underscored by its certification as a B Corp, highlighting its dedication to using business as a force for good. Veris Wealth Partners recently secured a Private Equity Round investment on 08 February 2022, with Rosemont Investment Group contributing to the funding. This investment signals a validation of the firm's approach and underscores investor confidence in their potential for continued growth and impact in the wealth management industry. Veris Wealth Partners' emphasis on aligning financial goals with positive societal and environmental outcomes positions them as a compelling player in the Wealth Management industry. Their focus on sustainable and impact investing speaks to the increasing importance of integrating values with investment strategies, appealing to a growing segment of investors seeking both financial returns and positive global influence. For further information, individuals can contact Veris Wealth Partners at 415.815.0580 or visit their website at www.veriswp.com.

Taxonomy: Wealth Management, Impact Investing, Sustainable Investing, ESG Investing, B Corp, Financial Planning, Portfolio Management, Gender Lens Investing, Sustainable Agriculture, Social Justice, Community Wealth Building, SEC-registered, Holistic Investment Strategy, Independent Wealth Management

Funding Rounds & Investors of Veris Wealth Partners (1)

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Funding Stage Amount No. Investors Investors Date
Private Equity Round Unknown 1 08 Feb 2022

Latest News of Veris Wealth Partners

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No recent news or press coverage available for Veris Wealth Partners.

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