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Veris Wealth Partners logo — Veris helps our clients achieve financial goals while aiming...

Veris Wealth Partners

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

Founded 2007 United States San Francisco, United States 37 employees Private Equity Wealth Management

General Information

Company Name Veris Wealth Partners
Founded Year 2007
Location United States San Francisco, United States +5
Employees 37
Industries Wealth Management
Funding Stage Private Equity
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About Veris Wealth Partners

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 (1)

View All
Funding Stage Amount Investors Lead Investors Date
Private Equity Round •••••• 1
Investor
08 Feb 2022

Veris Wealth Partners Alternatives & Competitors

Veris Wealth Partners vs
US Advisory Group
US Advisory Group United States

Private Wealth Advisors

7 employees
Finance, Financial Services
Veris Wealth Partners vs
Re-Envision Wealth
Re-Envision Wealth United States

Wealth Built for Impact.

4 employees
Financial Services
Compare Veris Wealth Partners vs Re-Envision Wealth
Veris Wealth Partners vs
3Sisters Sustainable Management, Inc
3Sisters Sustainable Management, Inc United States

Impact Investing across asset classes industries and geographies

6 employees
Financial Services
Also compare with: Veris Wealth Partners vs u impact u impact Veris Wealth Partners vs Modern Capital Concepts Modern Capital Concepts

FAQ About Veris Wealth Partners

Veris helps our clients achieve financial goals while aiming to build a more just, sustainable, and equitable world.
Veris Wealth Partners was founded in 2007.
Veris Wealth Partners is headquartered in San Francisco, United States.
Veris Wealth Partners operates in the following industries: Wealth Management.
Veris Wealth Partners has approximately 37 employees.
Veris Wealth Partners has completed 1 funding round. The latest funding stage is Private Equity.
Top alternatives and competitors to Veris Wealth Partners include US Advisory Group, Re-Envision Wealth, 3Sisters Sustainable Management, Inc, Zevin Asset Management, u impact. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Veris Wealth Partners and US Advisory Group are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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