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
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
1
2
1
1
1
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
PF
Patricia Farrar-RivasCo-Founder & Partner & Veris Founder & CEO
Company Profile Activity
Activity Insights
Veris Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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Veris Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Veris Wealth Partners.
Veris Wealth Partners financials insights
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2020
Debt
$350K
Veris Wealth Partners Tech Stack
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Veris Wealth Partners News & Media
Veris Wealth Partners Elevates Chief Advisory Officer, Completes Planned CIO Succession
Veris Wealth Partners announced today the designation of Jane Swan, CFA, as Chief Advisory Officer and Roraj Pradhananga as Chief Investment Officer.Stephanie Cohn Rupp Named Board Chair for US SIF: The Sustainable Investment Forum
NEW YORK--(BUSINESS WIRE)--Veris Wealth Partners today announced that Stephanie Cohn Rupp was named US SIF: The Sustainable Investment Forum’s Board Chair.Veris introduces just transition investing framework to advance climate and environmental progress
NEW YORK--(BUSINESS WIRE)--Veris today released its “Framework for Investing in a Just Transition.”Veris Wealth Partners elevates a co-CIO and a Head of Advisory Services
PORTSMOUTH, N.H.--(BUSINESS WIRE)--Veris today announced the elevation of two leaders within the firm, Roraj Pradhananga as co-CIO and Jane Swan as Head of Advisory Services.
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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
