Veracity Capital
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
5001 Spring Valley Rd Ste 545E, Dallas, ...Phone Number
(844) 508-7884Website
www.veracitycapital.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
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ZI Rank
3
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1
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About Veracity Capital
Veracity Capital Wealth Advisors is an employee-owned Registered Investment Advisor specializing in boutique wealth management services. They provide comprehensive and personalized solutions in areas such as investment management, retirement planning, tax planning, and estate planning. Their intended clients include high-net-worth individuals, corporate executives, business owners, and those transitioning to retirement. The firm emphasizes a fiduciary duty to act in clients' best interests, fostering trust and clarity in financial planning.Explore more
Veracity Capital Org Chart
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Company Profile Activity
Activity Insights
Veracity Capital is experiencing very low activity levels compared to other companies in the Finance sector.
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Veracity Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Veracity Capital.
Veracity Capital financials insights
Gather financial insights about Veracity Capital, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Veracity Capital Tech Stack
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Most Recent Scoops
Facilities Relocation / Expansion
Veracity Capital is planning to move offices in January 2026. The move will impact employees at the existing office located at 5001 Spring Valley Rd, Suite # 545e, Dallas, TX.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Veracity Capital is planning to move its offices in January 2022. The move will impact approximately 15 employees at their existing office located at 5001 Spring Valley Rd, Suite # 1130E, Dallas, TX.
Facilities Relocation/Expansion
Funding
Veracity Capital has received an SBA PPP loan for $150,000 from Veritex Community Bank, supporting the retention of 18 jobs.
Funding
Veracity Capital News & Media
Veracity Capital Appoints Chief Strategy Officer Michael J. Mess
COSTA MESA, Calif., Dec. 19, 2018 /PRNewswire/ -- Veracity Capital LLC announces Michael J. Mess as Chief Strategy Officer. Mr. Mess is a co-founder of the firm and an accomplished professional in the wealth advisory industry. He will leverage his experience as a financial advisor to...John Rogers Named President & COO At Veracity Capital
ATLANTA, Dec. 12, 2018 /PRNewswire/ -- Veracity Capital LLC announces John Rogers as President and COO. He is a co-founder of the firm and an experienced director in the financial advisory industry with a focus on operational efficiency and organizational excellence. Mr. Rogers is an...Veracity Capital Announces Kevin S. Gray As CEO
DALLAS, Nov. 28, 2018 /PRNewswire/ -- Veracity Capital LLC announces Kevin S. Gray as Chief Executive Officer. As an experienced leader in the Financial Advisor industry, Mr. Gray brings executive-level skills, with a clear mission and deep understanding of all aspects of the business. Mr....
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Frequently Asked Questions Regarding Veracity Capital
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Veracity Capital Wealth Advisors is an employee-owned Registered Investment Advisor specializing in boutique wealth management services. They provide comprehensive and personalized solutions in areas such as investment management, retirement planning, tax planning, and estate planning. Their intended clients include high-net-worth individuals, corp... Read More
