Veris Wealth Partners has been selected as a winner in the Investment Consultancy (Americas)’ and ‘Internal Equality, Diversity and Inclusion Practices or Program (Americas)’ categories at The 2025 WealthBriefing Wealth for Good Awards.

The Wealth for Good judging panel included asset managers, bankers, family office and trust company professionals, lawyers, consultants, and others with expertise in ESG, impact investing, and diversity and inclusion. The judges shared their reasons for selecting Veris as the winner in these categories in their citations listed below.

Read More

Veris has been selected as a finalist in five of the 2025 Family Wealth Report Awards: ESG Investing (Advisory), Impact Investing (Advisory), Diversity in Wealth Management (Company), Outstanding Contribution to Wealth Management Thought Leadership (Company), and Women in Wealth Management (Company Contribution).

Read More

Veris was selected by Real Leaders® as one of the top Impact Companies of 2025. Veris is an investment advisory firm that has been helping families and foundations align their investments with their values since the firm was founded in 2007. This is the third consecutive year that Real Leaders has named Veris on their list of top impact companies.  

Read More

Our firm is honored to announce that our CEO and firm were awarded WealthBriefing Wealth for Good Awards in three categories in 2024:

• Stephanie Cohn Rupp won the award for CEO Pursuing Leadership in Wealth Management. In their citation, the award judges wrote “Stephanie’s approach to impact investing was demonstrated to a very high level and is clearly aimed at supporting sustainable and regenerative ventures at a grass roots level, and across a diverse diversity and inclusion agenda.” 
• Veris won in the Thought Leadership (Americas) category. Judges cited our firm’s report on Investing in Diversity, Equity, Inclusion & Belonging and contributions on themes ranging from gender-lens investing to the climate crisis. 
• The firm also won the award for Internal Diversity, Equality, and Inclusion Program (Americas). Judges cited Veris’ work to diversify its own team while moving forward the industry conversation—including our equity, diversity and inclusion (EDI) due diligence framework.  

Read More