SK
Chief Operating Officer
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Veris Wealth Partners
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
235 Montgomery St Ste 850, San Francisco...Phone Number
(415) 814-0580Website
www.veriswp.comRevenue
$7.5 MillionIndustry
About 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.Explore more
Veris Wealth Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Veris Wealth Partners
$7.5M
11-50
Private
<$5M
2007
ML
Michael LentCo-Founder & Founding Partner & Chief Information Officer, Veris
Veris Wealth Partners Tech Stack
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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... Read More
