Veris Wealth Partners named finalist for five 2025 Family Wealth Report Awards
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).
Now in its twelfth year, the annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America. Judges of the 2025 awards consist of experts coming from family offices, private banks, trusted advisers, consultants and other service providers each of whom has in-depth wealth management knowledge and experience. There are no fees or other considerations required for firms to submit nominations for the awards.
“Veris continues to be a leader in the field of impact investing and diversity in the wealth management industry, and we are honored to be shortlisted yet again by Family Wealth Report for the impact we are making on the industry as well as the service we are providing to our clients,” said Stephanie Cohn Rupp, CEO of Veris. “From our advisors to our investment team, everyone at Veris is committed to helping our clients create real impact through their investments.”
Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report, shared that every firm selected as a finalist has been “subjected to a rigorous and independent judging process and should be rightly proud of the success they have achieved this year.”
Veris previously won the Family Wealth Report Award for Impact Investing (Advisory) and Diversity in Wealth Management (Company) in 2024 and ESG Investing (Advisory) in 2023.
Winners will be announced on May 8, 2025, at the Gala Ceremony at the Mandarin Oriental Hotel in New York, New York. For more information on the methodology and judging process, visit the Family Wealth Report website.
About Veris Wealth Partners
Veris is an investment advisory firm that applies sustainable and impact investing expertise across public and private markets to help families and mission-driven organizations meet their financial objectives & goals for social and environmental impact. A majority women-led firm, Veris has been helping investors align their financial assets with their values and vision for the future since 2007. Learn more at veriswp.com.
About ClearView Financial Media Ltd (“ClearView”)
ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme.
