Veratis Advisors

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

1400 Crescent Green Ste 110, Cary, North...

Phone Number

(919) 460-8875

Revenue

<$5 Million

Industry

Finance Securities Trading

About Veratis Advisors

Veratis Advisors is an independent advisory firm based in Raleigh, NC, specializing in Corporate Retirement Plans and Personal Wealth Management. With a focus on quality and long-term value, the firm supports organizations in managing their retirement plans and provides individuals and families with comprehensive financial, investment, tax, and estate planning services. Veratis Advisors prides itself on its collaborative approach, leveraging the strengths of both its Corporate Retirement and Personal Wealth teams to deliver innovative solutions. The firm is committed to attracting talented professionals and maintaining a client-focused culture that prioritizes getting it right for clients.Explore more
Veratis Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Veratis Advisors Org Chart

PhoneEmail
BK
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Director, Investment Research & Partner

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PB
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Director, Data Management

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PhoneEmail
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DW
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Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Veratis Advisors

<$5M
1-10
Private
-
2001
BK
Bryce KainDirector, Investment Research & Partner
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Veratis Advisors Tech Stack

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Frequently Asked Questions Regarding Veratis Advisors

What is Veratis Advisors's official website?
Veratis Advisors's official website is www.veratisadvisors.com
What is Veratis Advisors's Revenue?
Veratis Advisors's revenue is <$5 Million
What is Veratis Advisors's SIC code?
Veratis Advisors's SIC: 62,628
What is Veratis Advisors's NAICS code?
Veratis Advisors's NAICS: 52,523
How many employees does Veratis Advisors have?
Veratis Advisors has 1-10 employees
What industry does Veratis Advisors belong to?
Veratis Advisors is in the industry of: Finance, Securities Trading
What is Veratis Advisors competition?
Veratis Advisors top competitors include: Wealth Advisory Services, Core Wealth Management
What technology does Veratis Advisors use?
Some of the popular technologies that Veratis Advisors uses are: WooCommerce, WordPress.org, Google Cloud Web Serving, Google Cloud Platform
How do I contact Veratis Advisors?
Veratis Advisors contact info: Phone number: (919) 460-8875 Website: www.veratisadvisors.com
What does Veratis Advisors do?

Veratis Advisors is an independent advisory firm based in Raleigh, NC, specializing in Corporate Retirement Plans and Personal Wealth Management. With a focus on quality and long-term value, the firm supports organizations in managing their retirement plans and provides individuals and families with comprehensive financial, investment, tax, and est... ate planning services. Veratis Advisors prides itself on its collaborative approach, leveraging the strengths of both its Corporate Retirement and Personal Wealth teams to deliver innovative solutions. The firm is committed to attracting talented professionals and maintaining a client-focused culture that prioritizes getting it right for clients.Read More

What are Veratis Advisors social media links?
Veratis Advisors Linkedin page Veratis Advisors Twitter page
Is Veratis Advisors a public company?
Veratis Advisors is private company therefore does not currently have an official ticker symbol
See more information about Veratis Advisors

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