Profile Preview — Altss
Veris Wealth Partners, LLC Overview
Type
Multi Family Office
Year Founded
2007
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
Website:
https://www.veriswp.com
Year Founded:
2007
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Need institutional-grade insight on family offices?
Altss delivers:
- • Live OSINT deal alerts
- • Allocation history by asset class
- • Principals with verified direct contacts
Prefer a guided tour?
We’ll walk you through:
- • Interactive funding timelines
- • Custom mandate & allocation filters