Veery Capital
Finance · Delaware, United States · 11-50 Employees
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Overview
Headquarters
1 Ave of the Arts, Wilmington, Delaware,...Phone Number
(302) 660-3350Website
www.veerycapital.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Veery Capital
Our roots date back to 2012, when Chris Benfer and Matt MacNeal first envisioned a financial planning practice to deliver the best possible experience for clients. Since our founding in 2012, weve prioritized genuine connections between advisors and clients, built on a foundation of trust and dedication to meeting individual goals. In 2020, we strengthened our firms gender diversity and long-term succession plan with the promotion of Cortney Milner and Kathleen Simolike to partners at Veery Capital. In 2021, we launched our rebrand to Veery Capital, motivated to update our name and branding to represent our expertise and who we are as a team.Explore more
Veery Capital Org Chart
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Veery Capital Tech Stack
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Veery Capital News & Media
Veery Capital Partners Kathleen Simolike and Cortney Milner Honored at the DBT40 Awards
Industry trailblazers celebrated for their remarkable contributions and leadership in the business community at the Delaware Business Times' 'Top 40 Under 40' ceremony.Veery Capital Launches WellCents, a Holistic Financial Wellness Solution
The new program combines personalized financial assessments with financial literacy education to help employers empower their employees along their financial journeys.Veery Capital Awarded 2022 NAPA Top Advisor Teams
National Association of Plan Advisors unveils the top defined contribution advisor teams.Financial Wellness Leader Veery Capital Bolsters Team With Two New Key Additions
The Delaware-based wealth management and retirement planning firm has brought on two new members to the team. The Delaware-based wealth management and retirement planning firm has brought on two new members to the team.
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Our roots date back to 2012, when Chris Benfer and Matt MacNeal first envisioned a financial planning practice to deliver the best possible experience for clients. Since our founding in 2012, weve prioritized genuine connections between advisors and clients, built on a foundation of trust and dedication to meeting individual goals. In 2020, we stre... Read More
