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.

Type
Private
HQ
New York, US
Founded
2007
Size (employees)
24 (est)
Veris Wealth Partners was founded in 2007 and is headquartered in New York, US
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Veris Wealth Partners Office Locations

Veris Wealth Partners has an office in New York
New York, US (HQ)
2450 17 State St
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Veris Wealth Partners Financials and Metrics

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Founding Date

2007
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