Veris Wealth Partners
Veris Wealth Partners is a majority-women-led investment advisory firm based in San Francisco, CA, specializing in sustainable and impact investing across public and private markets. Since its founding in 2007, Veris has focused on helping families, individuals, foundations, and endowments align their financial assets with their values while striving for a more just, equitable, and sustainable world.
With a client-centered approach, Veris tailors investment portfolios to meet both financial objectives and social impact goals. The firm emphasizes clear communication, education, and dedicated service, positioning itself as a fiduciary committed to integrity and exemplary client care.
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