Veris Wealth Partners, LLC

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Veris Wealth Partners, LLC Overview

Type
Multi Family Office
Year Founded

General Information

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.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
1 Cate St., 4th Floor, Portsmouth, NH 03801

Portfolio & Notable Allocations

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