About Veris

Strategic Relationships

Veris Wealth Partners has established a select group of strategic relationships that allow us to better address the needs of our clients. We are proud of our close relationships with these leading organizations that are working towards a more sustainable future. Visit the links below to learn more.


Envestnet is a leading provider of unified wealth management technology and services to investment advisors. Veris serves as a consultant and strategic partner for development of Envestnet | PMC’s Impact Investing Solutions — a comprehensive suite of solutions for investors looking to align their values with their wealth to create positive impact.


As You Sow is a nonprofit organization working to increase corporate accountability through two programs: 1) the Environmental Enforcement Program that seeks to reduce and remove carcinogens from products and the environment, and 2) the Corporate Social Responsibility Program that uses shareholder advocacy and the financial markets to catalyze positive change within publicly held companies. Veris and As You Sow collaborate in research and policy development.


B Corporation and Lab is an organization that promotes the creation of Certified B Corporations using the power of business to solve social and environmental problems. B Corps incorporate sustainable criteria in their operating agreements and pledge to meet comprehensive and transparent social and environmental performance standards. Veris is a certified B Corporation.


Calvert Foundation’s mission is to maximize the flow of capital to disadvantaged communities in order to create a more equitable and sustainable society. By creating innovative financial products and services, Calvert Foundation makes it possible for everyday people, not just institutions, to participate in financial instruments that directly serve communities.  Veris collaborates in research and thought leadership with the Calvert Foundation.


The Center for Social Philanthropy (C-SocPhil) is a nonprofit social enterprise providing research, resources, tools and consulting on philanthropic and investment strategies for pursuing long-term, sustainable social and environmental impact. Veris collaborates in research and thought leadership with the Center, which is housed at Tellus Institute, the Boston-based sustainability think tank.


The Carbon Disclosure Project (CDP) is an independent not-for-profit organisation collecting key climate change data from some 3,000 companies around the globe and has assembled the largest database of corporate greenhouse gas emissions and climate change information in the world. CDP facilitates the collection of climate change data within investment portfolios — representing 550 global institutional investors with a combined US $71 trillion in assets under management. Veris is a signatory to both Investor CDP and CDP Water Disclosure.


CERES INCR is a national network of investors working with companies and investors to address sustainability challenges, such as global climate change. INCR supports more than 90 institutional investors with assets exceeding $9 trillion by identifying the financial opportunities and risks in climate change and by tackling the policy and governance issues that impede investor progress toward more sustainable capital markets. Veris is a member of INCR.


Generation Investment Management is an independent, private, owner-managed partnership co-founded in 2004 by Al Gore and David Blood. The firm is dedicated to long-term investing, integrated sustainability research, and client alignment. Generation has built a global research platform to integrate sustainability research into fundamental equity analysis.


The Global Impact Investing Network (GIIN) is a nonprofit organization dedicated to increasing the scale and effectiveness of impact investing. Impact investments aim to generate social and environmental value in addition to financial return. The GIIN is a platform for leaders of the emerging impact investing industry to incubate the activities and institutions that can accelerate the impact investing industry’s maturation, and ultimately drive substantial capital to solve previously intractable social and environmental challenges. Veris collaborates in research and thought leadership with GIIN.


MSCI ESG Research products and services provide in-depth research, ratings and analysis of environmental, social and governance-related business practices to companies worldwide. MSCI ESG Research is building on the expertise and achievements of sustainability pioneers KLD, Innovest and IRRC which were acquired through MSCIs acquisition of RiskMetrics. ESG ratings, data and analysis from MSCI ESG Research are also used in the construction of the MSCI ESG Indices. MSCI ESG Research products and services are used by investors to integrate ESG factors into their investment processes. Through early warnings and timely updates, our insights can help investors to uncover risks and opportunities that conventional research might not detect. The company continues to work closely with institutional investors and asset management firms to support the integration of ESG factors into their investment strategies. The team consists of more than 100 specialists worldwide, including more than 70 dedicated ESG analysts and researchers. Veris and Envestnet use MSCI ESG Research for the Envestnet Sustainability Platform.


RSF Social Finance is a nonprofit financial services organization dedicated to transforming the way the world works with money. RSF offers investing, lending, and giving services that generate positive social and environmental impact. In partnership with our investors and donors, RSF has made over $200 million in loans and $90 million in grants to for-profit and nonprofit social enterprises working in the areas of Food & Agriculture, Education & the Arts, and Ecological Stewardship. Veris and RSF Social Finance collaborate in research, programs and thought leadership.


The Forum for Sustainable and Responsible Investment advances investment practices that consider environmental, social and corporate governance criteria to generate long-term competitive financial returns and positive societal impact. US SIF is the US membership association for professionals, firms, institutions and organizations engaged in socially responsible and sustainable investing. Veris is a member of US SIF and our founding partner Michael Lent is Chair of the Board of Directors.


Confluence Philanthropy is a nonprofit network of over 175 private, public, and community foundations. They build capacity and provide technical assistance to enhance the ability of foundations to align the management of assets with their organizational mission to promote environmental sustainability and social justice. Confluence is a recognized affinity group of the Council on Foundations.