Company profile

Veris Wealth Partners

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

Industry
Investment Advice
Employees
39
Headquarters
San Francisco, California
Founded
2007
LinkedIn followers
3,341
Office locations
5

Veris Wealth Partners company summary

Veris Wealth Partners is a company in the Investment Advice industry, headquartered in San Francisco, California, founded in 2007. On LinkedIn the company has around 39 employees and 3,341 followers. The company lists 5 office locations. Its listed specialties include Financial Planning, Portfolio Management, Impact Investing, Sustainable Investing, Wealth Management.

What technology does Veris Wealth Partners use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Veris Wealth Partners

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 Oakland, 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.

Specialties

Financial PlanningPortfolio ManagementImpact InvestingSustainable InvestingWealth ManagementESG InvestingGender Lens InvestingOCIOInvestment AdvisorJust Transition InvestingInvesting in EquityDiversity& InclusionInvesting in Regenerative AgricultureRegistered Investment AdvisorInvesting in Climate Solutions

Where is Veris Wealth Partners located?

Veris Wealth Partners lists 5 office locations.

San Francisco, California, USHQ
235 Montgomery Street
Denver, Colorado, US
66 S Logan St
New York, New York, US
17 State Street
Philadelphia, Pennsylvania, US
100 S Juniper St
Portsmouth, New Hampshire, US
1 Cate St.

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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 Oakland, 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.

How many employees does Veris Wealth Partners have?

Veris Wealth Partners has around 39 employees on LinkedIn.

Where is Veris Wealth Partners headquartered?

Veris Wealth Partners is headquartered in San Francisco, California.

Where does Veris Wealth Partners have offices?

Veris Wealth Partners lists 5 office locations, including San Francisco, California, US; Denver, Colorado, US; New York, New York, US; Philadelphia, Pennsylvania, US; Portsmouth, New Hampshire, US.

When was Veris Wealth Partners founded?

Veris Wealth Partners was founded in 2007.

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