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, US
    Websiteveriswp.com

    Recent NewsAll News

    Latest Updates

    Employees (est.) (Sept 2020)22
    Cybersecurity ratingAMore

    Key People/Management at Veris Wealth Partners

    Nicole Davis

    Nicole Davis

    Partner
    Steve Fahrer

    Steve Fahrer

    Managing Partner
    Richard Chen

    Richard Chen

    General Counsel
    Anders Ferguson

    Anders Ferguson

    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, US (HQ)
    17 State St #2450
    Portsmouth, US
    1 Cate St # 500
    San Francisco, 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 Online and Social Media Presence

    Embed Graph

    Veris Wealth Partners Blogs

    In Memoriam: Jud Bergman, Chairman & CEO of Envestnet

    The Veris team mourns the sudden loss of Jud Bergman and his wife, Mary Miller-Bergman, with great sadness. Jud was more than just a great friend and strategic partner of Veris. Jud was a visionary and an optimist, a philosopher whose maverick ideas changed the financial world, a dealmaker extraordi…

    Read Our Latest Impact Report

    By Anders Ferguson and Casey Verbeck Our Impact Report is the latest in a series of annual updates summarizing key developments around the world. The report is also an affirmation that the impact investing community is making good on its value proposition: To deliver market performance and positive …

    Reason for Climate Change Optimism

    By Anders Ferguson, Partner Over the past few years, it feels like “climate change deniers” have won the day – or at least were gaining the upper hand. But then weird weather produced billions of dollars of damage, large ice flows melted and raised the seas, and a growing number of businesses and go…

    The Regenerative Agriculture Revolution

    By Patricia Farrar-Rivas and Nicole Davis We wanted to share our enthusiasm for Regenerative Agriculture, along with the latest research and thinking about the topic. Our hope is to promote a broader dialogue with investors who want to align their wealth with their values. The post The Regenerative …

    Markets Strong in Second Quarter 2019

    By Jane Swan, Partner and Senior Wealth Manager Positive returns across investment markets seem to have largely removed the decline and worry from the end of 2018 from our memories. The solid rebound from the negative returns at the end of 2018 suggests investors may have a renewed confidence within…

    Don’t Fall Behind – Water Is A Great Opportunity For Investors

    Veris Guest Blog: By David Richardson, CFA The theme of the UN’s annual World Water Day last month was "leave no-one behind." This sentiment is applicable to both emerging markets and the developed world, while offering opportunities for investors in water. The post Don’t Fall Behind – Water Is A Gr…
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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, Steve Fahrer and Richard Chen.

    • 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 EQ Investors, Greentech Capital Advisors 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.