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.) (Jun 2021)24(+5%)
    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

    90/100

    SecurityScorecard logo

    Veris Wealth Partners Online and Social Media Presence

    Embed Graph

    Veris Wealth Partners Blogs

    There is a Strong Business Case for Racial Equity, But Investors Must Look Beyond the Data

    The post There is a Strong Business Case for Racial Equity, But Investors Must Look Beyond the Data appeared first on Veris Wealth Partners.

    Shareholder Advocacy Update: Veris Clients Leverage their Equity Ownership to Advance Diversity, Racial and Social Justice, and Environmental Stewardship

    By Pat Addeo and Karen Walls Our shareholder proxy engagement initiative with Aperio and As You Sow this 2020 - 2021 proxy season once again demonstrated that engagement with corporations on ESG issues is an effective tool for bending the arc of capitalism to benefit all stakeholders. This year was …

    A Much Needed Equitable Growth Era for Community Wealth Building

    By Michael Lent, Roraj Pradhananga, & Casey Verbeck Community wealth building solutions aim to help address racial and gender discrimination and spread prosperity while ensuring sustainable economic growth in historically marginalized and under-resourced communities. The post A Much Needed Equit…

    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.
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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 24 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.