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.
Company Details
- Employees
- 36
- Founded
- 2007
- Address
- 235 Montgomery Street,
- Phone
- (212) 349-4172
- Industry
- Investment Advice
- NAICS
-
Investment Advice
- Website
- veriswp.com
- Keywords
- 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, Investing in Climate Solutions.
- HQ
- San Francisco, California
Veris Wealth Partners Questions
Veris Wealth Partners's helpline number is (212) 349-4172
Veris Wealth Partners's website is veriswp.com
Veris Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/veris-wealth-partners
Veris Wealth Partners has
36 employees.
View email and phone details for 36
employees at Veris Wealth Partners.
Veris Wealth Partners's industry is
Investment Advice
Veris Wealth Partners's top competitors are
Impactassets,
Prime Finance Foundation,
Align Impact,
Sonen Capital Llc,
Allivate Impact Capital,
Us Sif,
Calvert Impact,
Wallet Max,
Social Finance,
Wall Street Quants.
Veris Wealth Partners's categories are Investment Advice
Veris Wealth Partners's founding year is 2007
