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Veris Wealth Partners

Financial Services

Specialities :
Financial planning
Portfolio management
Impact investing
Sustainable investing
Wealth management

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Veris Wealth Partners

What does Veris wealth partners do?+

Veris is an investment advisory firm that applies sustainable and impact investing expertise across public & private markets to help families and mission-driven organizations meet their financial objectives & goals for social and environmental impact. A majority women-led firm, Veris has been helping investors align their financial assets with their values and vision for the future since 2007. Serving clients across the United States with offices in San Francisco, CA; New York, NY; Portsmouth, NH; Denver, CO; and Philadelphia, PA. For information about our firm or services, email info@veriswp.com or visit www.veriswp.com

What are Veris wealth partners's specialties? +

Financial planning,portfolio management,impact investing,sustainable investing,wealth management,esg investing,gender lens investing,ocio,investment advisor,just transition investing,investing in equity,diversity,& inclusion,investing in regenerative agriculture,registered investment advisor,and investing in climate solutions

What is Veris wealth partners's industry? +

Veris wealth partners operates in the Financial services industry.

What is Veris wealth partners's revenue? +

Veris wealth partners's revenue is 11m - 100m

What is Veris wealth partners's company size? +

Veris wealth partners has 11 - 50 employees.

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