Bank / Wealth / Trust

Veris Wealth Partners, LLC

Veris Wealth Partners, LLC is a multi-family office headquartered in San Francisco. Founded in 2007 by impact-investing advisors, the firm grows out of the founders’ advisory practices serving mission-driven families and foundations.

Veris Wealth Partners, LLC

Veris Wealth Partners, LLC

Veris Wealth Partners, LLC is a multi-family office headquartered in San Francisco. Founded in 2007 by impact-investing advisors, the firm grows out of the founders’ advisory practices serving mission-driven families and foundations. It provides wealth management, financial planning, and investment advisory services, integrating environmental, social, and governance considerations across public and private markets to help clients align capital with values.

General information

Firm type

Bank / Wealth / Trust

Year founded

2007

AUM

Location

Region

North America

Country

City

San Francisco

Corporate office

235 Montgomery Street Suite 850

Frequently asked questions

What is Veris Wealth Partners, LLC?

Veris Wealth Partners, LLC is a bank / wealth / trust headquartered in San Francisco.

When was Veris Wealth Partners, LLC founded?

Veris Wealth Partners, LLC was founded in 2007.

Where is Veris Wealth Partners, LLC headquartered?

Veris Wealth Partners, LLC is headquartered in San Francisco, in the North America region.

What does Altss track for Veris Wealth Partners, LLC?

Altss maintains an OSINT-verified profile of Veris Wealth Partners, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Veris Wealth Partners, LLC's website?

Veris Wealth Partners, LLC's public website is www.veriswp.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Veris Wealth Partners, LLC?

Veris Wealth Partners, LLC is classified by Altss as a Bank / Wealth / Trust within the North America region.

How does Altss source intelligence on Veris Wealth Partners, LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for Veris Wealth Partners, LLC?

Veris Wealth Partners, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

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