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Veris Wealth Partners

Investment Management Company

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

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Sources: BrightQuery (CDLA-Permissive-2.0); business website read 2026-10-14. About our data.