Veris Wealth Partners

    OverviewSuggest Edit

    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 navigating the ever-expanding terrain of sustainable finance. We believe that considering a range of business, social, environmental, and economic factors that are not typically included in conventional financial analyses only strengthens investment decisions. We serve individuals, non-profits and foundations that care as much about performance as about using their wealth to positively impact society.

    TypePrivate
    Founded2007
    HQNew York, NY, US
    Websiteveriswp.com

    Latest Updates

    Employees (est.) (Feb 2021)22
    Cybersecurity ratingAMore

    Key People/Management at Veris Wealth Partners

    Nicole Davis

    Nicole Davis

    Partner
    Richard Chen

    Richard Chen

    Partner & General Counsel
    Anders Ferguson

    Anders Ferguson

    Co-Founder
    Steve Fahrer

    Steve Fahrer

    Co-Founder
    Michael Lent

    Michael Lent

    CIO
    Patricia Farrar-Rivas

    Patricia Farrar-Rivas

    CEO
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    Veris Wealth Partners Office Locations

    Veris Wealth Partners has offices in New York, Portsmouth, San Francisco and Niwot
    New York, NY, US (HQ)
    17 State St #2450
    Portsmouth, NH, US
    1 Cate St # 500
    San Francisco, CA, US
    Russ Building, 235 Montgomery St #850, San Francisco
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    Veris Wealth Partners Financials and Metrics

    Summary Metrics

    Founding Date

    2007

    Veris Wealth Partners Cybersecurity Score

    Cybersecurity ratingPremium dataset

    A

    96/100

    SecurityScorecard logo

    Veris Wealth Partners Environment, Social & Governance (ESG) Ratings

    CSRHub ESG ratingPremium dataset

    50-59

    out of 100

    CSRHub logo

    Veris Wealth Partners Online and Social Media Presence

    Embed Graph

    Veris Wealth Partners Blogs

    Optimism that Leads to Achievement: A Letter from Patricia Farrar-Rivas and Stephanie Cohn Rupp

    A Letter from Patricia Farrar-Rivas and Stephanie Cohn Rupp The post Optimism that Leads to Achievement: A Letter from Patricia Farrar-Rivas and Stephanie Cohn Rupp appeared first on Veris Wealth Partners.

    PG&E, Climate Change and the Sustainable Path Forward

    By Anders Ferguson The failure of Pacific Gas & Electric (PG&E) to provide power safely to Northern California has been a human and economic nightmare, while highlighting the ineffective regulatory oversight of the investor-owned utility. But as tragic as this has been, the fallout has creat…

    Standing For Racial Justice, Equity, Diversity and Inclusion

    All of us at Veris stand in solidarity with the family of George Floyd, and the many others who have been a victim of police brutality and injustice. The post Standing For Racial Justice, Equity, Diversity and Inclusion appeared first on Veris Wealth Partners.

    Veris Fights for Shareholder Engagement

    Members of the Veris team, along with Veris supporters Laurie Emrich, Ellen Remmer, Caroline Gabel and Jed Sturman, recently met with the SEC to discuss rule changes that will severely restrict shareholder activism. The meeting was one of the only in-person conversations between the SEC staff and in…

    The new SECURE Act: What You Should Know

    By Tim Kingsbury, Wealth Manager The SECURE Act, passed on Dec. 20, 2019, contains some major changes governing IRAs and retirement plans, charitable contributions, 529 plans and college student loan debt, among other financial matters. In this blog, we focus on key provisions of the Act to help you…

    Gender Lens Investing: Assets Grow To More Than $3.4 Billion

    Growth in Public Products Accelerates As GLI Marks 10th Anniversary  By Patricia Farrar-Rivas and Alison Pyott The flow of assets in Gender Lens Investing (GLI) continues to grow rapidly. According to a new analysis by Veris Wealth Partners, asset growth in GLI products accelerated and totaled $3.4 …
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    Veris Wealth Partners Frequently Asked Questions

    • When was Veris Wealth Partners founded?

      Veris Wealth Partners was founded in 2007.

    • Who are Veris Wealth Partners key executives?

      Veris Wealth Partners's key executives are Nicole Davis, Richard Chen and Anders Ferguson.

    • How many employees does Veris Wealth Partners have?

      Veris Wealth Partners has 22 employees.

    • Who are Veris Wealth Partners competitors?

      Competitors of Veris Wealth Partners include Greentech Capital Advisors, Equilibrium and Sapience Financial & Investment.

    • Where is Veris Wealth Partners headquarters?

      Veris Wealth Partners headquarters is located at 17 State St #2450, New York.

    • Where are Veris Wealth Partners offices?

      Veris Wealth Partners has offices in New York, Portsmouth, San Francisco and Niwot.

    • How many offices does Veris Wealth Partners have?

      Veris Wealth Partners has 4 offices.