What Veris Wealth Partners does

Veris Wealth Partners is a US-based, SEC-registered investment advisory firm founded in August 2007 that specializes exclusively in sustainable and impact investing across public and private markets. The firm serves high net worth individuals and families, foundations and endowments (via OCIO services), and nonprofit organizations, providing customized portfolios that align financial objectives with social and environmental impact goals. Veris is structured as a majority-women-led B Corporation (certified since 2011), headquartered in Oakland with additional offices in New York, Portsmouth (NH), Denver, and Philadelphia.

The firm's product platform is anchored by Investment Advisory Services and an Outsourced CIO (OCIO) offering for endowments and foundations, supported by an integrated Impact Investing Platform organized around four thematic pillars: Climate Solutions & the Environment, Racial & Gender Equity, Community Wealth Building, and Sustainable & Regenerative Agriculture. Differentiated proprietary frameworks include the EDI Due Diligence Framework for evaluating fund managers on equity, diversity, and inclusion criteria, the Just Transition Investment Framework for climate-justice investing, and a body of Gender Lens Investing research. The partner bench of 40+ professionals holds CFA, CFP, CIMA, CAIA, and CPWA designations, with leadership embedded in the US Sustainable Investment Forum (US SIF) governance.

Veris generates revenue through asset-based investment advisory fees billed to client accounts, following a customized, subscription-style model negotiated individually with each client. AUM grew from $350M at founding to $1B+ by June 2017, with the firm subsequently expanding office footprint and thematic product breadth. The firm raised a minority equity investment from Rosemont Investment Group in February 2022 (undisclosed terms) and remains privately held under the Veris Wealth Partners, LLC entity.

Name

Veris Wealth Partners

Legal name

Veris Wealth Partners, LLC

Website

https://veriswp.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Veris Wealth Partners is a US-based, SEC-registered, majority-women-led impact investment advisory firm serving HNW families, foundations, endowments, and nonprofits with customized sustainable portfolios across public and private markets.

Ownership category

akta.pro rank

Product category

Wealth Management & Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282)

akta.pro primary industry

Sustainable Private Markets (Impact PE/VC, Private Credit, Infrastructure) (FSAAALAG)

akta.pro secondary industry

Family Offices & Philanthropic Advisors (Grantmaking) (BPAGAKAD)

Keywords

• Wealth management advisory
• Impact investing services
• Sustainable investment management
• OCIO endowment services
• Mission-aligned portfolios

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Fees: Veris operates as an SEC registered investment adviser providing customized investment advisory services. Revenue is generated through advisory fees, typically based on assets under management. The firm helps families and mission-driven organizations meet financial objectives and goals for social and environmental impact.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Veris Wealth Partners is a SEC-registered 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 alongside social and environmental impact goals. Core offerings include customized wealth management for high net worth families and individuals, and Outsourced CIO (OCIO) services for endowments and foundations, supported by an integrated impact investing platform organized around climate solutions, racial and gender equity, community wealth building, and sustainable agriculture themes.

Product overview

Veris Wealth Partners is an investment advisory firm offering a unified wealth management service focused on sustainable and impact investing. The core offering consists of investment advisory services and OCIO services for endowments and foundations, supported by an integrated impact investing platform that spans public and private markets. The platform is organized around four investment themes: Climate Solutions & The Environment, Racial & Gender Equity, Community Wealth Building, and Sustainable & Regenerative Agriculture. Supporting the core services are specialized frameworks including the Just Transition Investment Framework for climate justice investing and the proprietary EDI Due Diligence Framework for evaluating fund managers. The firm operates as a majority-women-led B Corp certified wealth management firm serving families, foundations, and endowments since 2007.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services Comprehensive wealth management and customized investment advisory services for high net worth individuals and families, helping them align financial assets with personal values across public and private markets.
• OCIO (Outsourced CIO) for Endowments and Foundations Outsourced Chief Investment Officer services providing investment management and oversight tailored to endowments, foundations, and other mission-driven organizations seeking values-aligned investment strategies.
• Impact Investing Platform

Quantifiable outcome

• Reached $1 billion AUM milestone
• +1 more outcomes

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Cambridge Associates: Global investment advisor serving foundations, endowments and HNW families with OCIO and consulting services. Overlaps with Veris' foundation and endowment OCIO business; multiple Veris investment professionals began their careers at Cambridge Associates.
• Glenmede: Philadelphia-based investment and wealth management firm with $40B+ AUM serving HNW families, foundations and institutions. Comparable to Veris in client segments and OCIO offerings for endowments, but with much greater scale and broader investment capabilities.

Direct peers

• Trillium Asset Management: Boston-based investment manager focused exclusively on sustainable and impact investing across public equities and fixed income. Directly comparable to Veris as a values-driven, impact-specialist advisor serving institutions and HNW clients.
• Walden Asset Management: Boston-based sustainable investment firm serving institutions, foundations and families. Like Veris, Walden has a long-standing focus on ESG and impact integration with deep thematic expertise in sustainability and equity.
• Tiedemann Advisors: New York-based wealth and impact investing advisory firm serving HNW families and foundations. Multiple Veris partners previously held senior roles at Tiedemann, and both firms emphasize OCIO services with values-aligned investment strategies.
• Cornerstone Capital Group: Impact-focused investment advisory firm providing sustainable investment research and portfolio management to institutions and HNW clients. Veris team members previously led manager due diligence at Cornerstone, reflecting shared impact-investing DNA.
• Generation Investment Management: London/globally-operating sustainable investment firm applying long-term sustainability frameworks to public equities. Comparable to Veris as a founder-led, mission-driven impact specialist, though larger in AUM and global in footprint.
• Calvert Impact Capital: Nonprofit impact investing intermediary focused on community development and environmental solutions. Comparable to Veris' community wealth building and just transition investment themes, though structured as a Community Development Financial Institution.
• Wetherby Asset Management: Boutique wealth management firm serving HNW individuals and families with ESG-integrated portfolios. A Veris partner previously worked at Wetherby for eight years, and both firms emphasize customized, advisor-led discretionary management for values-aligned families.
• Domini Impact Investments: Mission-driven investment firm offering mutual funds and separately managed accounts focused on social and environmental impact. Directly comparable to Veris in the impact-investing values proposition, though Domini operates primarily through pooled funds rather than bespoke OCIO.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/VerisWealth
• LinkedInlinkedin.com/company/3153363

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Veris Wealth Partners