{"id":"c5e2c3de-335d-4954-ae5d-02389b0355f4","name":"Veris Wealth Partners","url":"https://citybotmagic.com/us/ca/san-francisco/veris-wealth-partners/","api":"https://citybotmagic.com/api/v1/us/ca/san-francisco/veris-wealth-partners.json","category":"investment_management_company","categoryLabel":"Investment Management Company","group":"services_and_business","groupLabel":"Services & Business","address":"235 Montgomery St  Ste 850","city":"San Francisco","state":"CA","postcode":"94104","lat":37.791391,"lon":-122.402859,"phone":"+14158140580","phoneDisplay":"(415) 814-0580","website":"https://www.veriswp.com","socials":[],"description":"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 wealth management firm and OCIO for endowments and foundations, Veris has been helping investors align their financial assets with their values and vision for the future since 2007.","services":["Trusted Advice","Financial Stewardship","Stay Connected","Financial Planning & Wealth Strategy","Investment Management & Portfolio Strategy","Outsourced Chief Investment Officer","Values-Aligned Investing","Impact Themes","Climate Solutions and the Environment","Sustainable and Regenerative Agriculture","Community Wealth Building","Racial and Gender Equity","Invest","Believe","Champion","Seek","Monitor","Thematic Intersectionality","Financial Planning Services","Discover how purposeful planning can shape your future","Our Investment Approach","Our Core Services","Built for Resilience","Let’s design a portfolio around your values and goals","Investment Research & Due Diligence","Investment Strategy","Activate Your Mission","OCIO Approach","Our Collaborative Process","1. Discovery"],"websiteChecked":"2026-10-14","sources":[{"dataset":"BrightQuery","license":"CDLA-Permissive-2.0","updated":"2026-09-17"}]}