VERIS WEALTH PARTNERS
Veris Wealth Partners is a pioneering wealth management firm and a recognized leader in sustainable and impact investing. They are an independent, owner-managed, SEC-registered investment advisory firm with offices in New York, San Francisco and Portsmouth. They serve individuals, nonprofits and foundations that care as much about performance as about using their wealth to beneficially impact society. They believe superior investment performance and a positive impact are complementary parts of a... holistic investment strategy. By combining traditional and sustainable investment strategies, they achieve each investor's financial goals, while providing exceptional risk management and client service. Veris enables you to align your wealth and your worldview in order to make a positive contribution as you define it. They believe that "Sustainability Matters" and that those companies, families and foundations implementing responsible practices will lead the future.
VERIS WEALTH PARTNERS
Industry:
Wealth Management
Founded:
2007-01-01
Address:
New York, New York, United States
Country:
United States
Website Url:
http://www.veriswp.com
Total Employee:
11+
Status:
Active
Contact:
(212) 349-4172
Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta SPF Apple Mobile Web Clips Icon Google Font API Google Tag Manager WordPress Google Analytics SSL By Default Font Awesome
Similar Organizations
CM TRADING
CM Trading is one of the world's most innovative Forex brokers, offering advanced trading solutions, state of the art trading platforms.
yingmi.cn
yingmi.cn is a wealth management and fund sales service provider company.
Current Employees Featured
Founder
Investors List
Rosemont
Rosemont investment in Private Equity Round - Veris Wealth Partners
Newest Events participated
Participated in It’s Time 2015
on 2015-05-01 as sponsor
Official Site Inspections
http://www.veriswp.com Semrush global rank: 1.43 M Semrush visits lastest month: 17.76 K
- Host name: 74-208-236-120.elastic-ssl.ui-r.com
- IP address: 74.208.236.120
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "Veris Wealth Partners"
Veris Wealth Partners | Financial Advisor | Impact Investing
Veris is an investment advisory firm that applies sustainable and impact investing expertise across public and private markets to help families and mission-driven organizations meet their …See details»
Company - Veris Wealth Partners
We were founded in 2007 to serve individuals, families, foundations, and endowments. We aim to help our clients achieve financial objectives while aligning their financial assets with their …See details»
Foundations & Endowments - Veris Wealth Partners
Veris offers customized, mission-aligned OCIO and advisory services for foundations, endowments, and nonprofits. Whether your organization is starting to explore impact …See details»
Veris Wealth Partners, Sustainable Wealth Management, Impact …
Veris is an investment advisory firm that applies sustainable and impact investing expertise across public and private markets to help families and mission-driven organizations meet their …See details»
Veris Wealth Partners | LinkedIn
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...See details»
Veris Wealth Partners - Crunchbase Company Profile & Funding
Veris Wealth Partners is a pioneering wealth management firm and a recognized leader in sustainable and impact investing. They are an independent, owner-managed, SEC-registered …See details»
Veris Wealth Partners - Certified B Corporation - B Lab Global
Veris Wealth Partners is a national sustainable wealth management firm with offices in New York, San Francisco, and Portsmouth, NH dedicated to aligning familiesand foundations financial …See details»
Veris Wealth Partners - Confluence Philanthropy
Veris Wealth Partners is an investment advisory firm that applies sustainable and impact investing expertise across public and private markets to help families and foundations meet their …See details»
Veris Wealth Partners | IRIS+ System - The GIIN
Https://www.veriswp.com/ Our 2022 report demonstrates our investment themes in action while detailing the results of our work in shareholder activism, our efforts to dismantle obstacles to …See details»
Founders - Veris Wealth Partners
Veris was founded in 2007 by five courageous founders who had a vision to build a values driven wealth management firm fully devoted to impact investing across asset classes. Patricia is a …See details»
Veris Wealth Partners: Using Capital Markets to Drive Change
Apr 16, 2024 · Veris Wealth Partners was founded in 2007 when five financial services executives came together to create a registered investment advisor with the mission of using capital …See details»
Veris Wealth Partners - Overview, News & Similar companies
Dec 10, 2023 · Veris Wealth Partners contact info: Phone number: (415) 814-0580 Website: www.veriswp.com What does Veris Wealth Partners do? Veris Wealth Partners, LLC is one of …See details»
Press Release: Stephanie Cohn Rupp Appointed CEO of Veris …
Feb 1, 2021 · A Certified B Corp, Veris Wealth Partners has been named a “Best for the World” company by B Lab every year since 2013. Veris has offices in San Francisco, New York, …See details»
Veris Wealth Partners Surpasses $2 Billion in Assets Under …
Oct 19, 2021 · Veris has offices in San Francisco, New York, Portsmouth, and Boulder. For information, call 303-532-4181, or visit www.veriswp.com.See details»
Impact Industry Partnerships & Collaborations - veriswp.com
Veris Partners and Employees serve on the boards of local and national organizations that are devoted to developing and growing the sector of Impact and ESG Investing. Our firm also …See details»
Stephanie Cohn Rupp Appointed CEO of Veris Wealth Partners
Feb 4, 2021 · NEW YORK & SAN FRANCISCO-- ( BUSINESS WIRE )-- Veris Wealth Partners, a B Corp certified impact wealth management firm, announced today that Chief Operating …See details»
Veris Wealth Partners - Craft
We are an independent, owner-managed, SEC-registered investment advisory firm. At Veris, we are deeply committed to helping our clients earn competitive investment returns while …See details»
Creating Impact - Veris Wealth Partners
Veris builds well-diversified portfolios customized for our clients’ financial and impact goals. We believe investors can have positive social and environmental impact across asset classes and …See details»
Veriswap
Veriswap is a decentralized exchange platform for trading, creating, and managing liquidity pools securely.See details»
Newsroom - Veris Wealth Partners
Oct 31, 2024 · A list of recent firm news and media coverage featuring Veris Financial Advisors, Executives, & Investment Research Team.See details»