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Veris Wealth Partners

Finance · California, United States · 29 Employees

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About

Headquarters

235 Montgomery St Ste 850, San Francisco, Calif...

Phone Number

(415) 814-0580

Revenue

$7.5 Million

Industry

Venture Capital & Private Equity Finance

Highlights

<$5M

Total Funding Amount

-

Most Recent Funding Amount

2

Number of Funding Rounds

Who is Veris Wealth Partners

Veris Wealth Partners, LLC is one of the nation's leading impact wealth management firms founded in 2007. Veris helps individuals, families and private foundations achieve their financial objectives, while aligning their wealth with their values. The Veris team believes that investment performance and positive impact are complementary parts of a holistic investment strategy. A Certified B Corp, Veris Wealth Partners has been named a "Best for the World" company by B Lab every year since 2013. Veris has offices in San Francisco, New York, Portsmouth, and Boulder.Read more

Veris Wealth Partners's Social MediaPopular SearchesVeris Wealth Partners LLCVeris Wealth PartnersVerisVeris Partners LLCVeris WealthSIC Code 62,628NAICS Code 52,523Show more

Veris Wealth Partners Org Chart

PhoneEmail
Sheryl Kucer
Sheryl Kucer

Chief Operating Officer

PhoneEmail

PhoneEmail

PhoneEmail

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Veris Wealth Partners Company Metrics

Company Insights
Employee Growth Rate
Funding
Funding DateFeb 08, 2022
RoundPrivate Equity
Amount-
InvestorsRosemont Investment Partners
Funding DateApr 27, 2020
RoundDebt
Amount<$5M
InvestorsPPP
See More

<$5M

Total Funding Amount

-

Most Recent Funding Amount

2

Number of Funding Rounds

Veris Wealth Partners Tech Stack

A closer look at the technologies used by Veris Wealth Partners

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Veris Wealth Partners News & Media

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Frequently Asked Questions regarding Veris Wealth Partners

Where is Veris Wealth Partners located?
Veris Wealth Partners's headquarters are located at 235 Montgomery St Ste 850, San Francisco, California, 94104, United States
What is Veris Wealth Partners's phone number?
Veris Wealth Partners's phone number is (415) 814-0580
What is Veris Wealth Partners's official website?
Veris Wealth Partners's official website is www.veriswp.com
What is Veris Wealth Partners's Revenue?
Veris Wealth Partners's revenue is $7.5 Million
What is Veris Wealth Partners's SIC code?
Veris Wealth Partners's SIC: 62,628
What is Veris Wealth Partners's NAICS code?
Veris Wealth Partners's NAICS: 52,523
How many employees does Veris Wealth Partners have?
Veris Wealth Partners has 29 employees
What industry does Veris Wealth Partners belong to?
Veris Wealth Partners is in the industry of: Venture Capital & Private Equity, Finance
What is Veris Wealth Partners competition?
Veris Wealth Partners top competitors include: Austin Asset, Overbrook Foundation, Gratus Capital, CapWealth Advisors
What technology does Veris Wealth Partners use?
Some of the popular technologies that Veris Wealth Partners uses are: WooCommerce, WordPress.org, PHP, Google Universal Analytics
How do I contact Veris Wealth Partners?
Veris Wealth Partners contact info: Phone number: (415) 814-0580 Website: www.veriswp.com
What does Veris Wealth Partners do?

Veris Wealth Partners, LLC is one of the nation's leading impact wealth management firms founded in 2007. Veris helps individuals, families and private foundations achieve their financial objectives, while aligning their wealth with their values. The Veris team believes that investment performance and positive impact are complementary parts of a ho... listic investment strategy. A Certified B Corp, Veris Wealth Partners has been named a "Best for the World" company by B Lab every year since 2013. Veris has offices in San Francisco, New York, Portsmouth, and Boulder.Read More

What are Veris Wealth Partners social media links?
Veris Wealth Partners Linkedin page Veris Wealth Partners Twitter page
How much funding has Veris Wealth Partners raised to date?
Veris Wealth Partners has raised <$5 Million in 2 funding rounds
Who invested in Veris Wealth Partners?
Veris Wealth Partners has 2 investors including Rosemont Investment Partners and PPP.
Is Veris Wealth Partners a public company?
Veris Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about Veris Wealth Partners

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