About Veris
Veris is a financial advisory firm with ~$2 billion in AUM
We were founded in 2007 to serve individuals, families, foundations, and endowments. We aim to help our clients achieve financial objectives while aligning their financial assets with their values, mission, and vision for the future.
Why Clients Choose Veris
- Veris acts as a fiduciary to our clients. We invest to pursue financial returns, reduce risk, and help build a more just, equitable, and sustainable world.
- We believe investors can have a positive impact across asset classes.
- We customize clients’ investment portfolios to their financial and impact goals.
- Our seasoned team of investment advisors and financial planners collectively has decades of advisory and impact investing experience.
- We have focused on sustainable, ESG, and impact investing since the firm was founded.
- Veris is majority women-led, partner-owned, and committed to helping build a more inclusive economy through our operations and investment process.
- We serve clients across the United States and have offices in New York City, San Francisco, Denver, Philadelphia, and Portsmouth, NH.
Email us at info@veriswp.com to ask any questions or inquire about becoming a client.
