- Service Name
Veris Wealth Partners
- Industry
Financial Services, Investment Advisory, Sustainable Investing, Impact Investing
- Main Value Proposition
Veris helps clients achieve financial goals while building a more just, sustainable, and equitable world.
- Description
Veris Wealth Partners is an investment advisory firm specializing in sustainable and impact investing. They assist families, foundations, and nonprofits in aligning their financial goals with their values for social and environmental impact.
- Key Features
Customized, Client-Centered Process; Seasoned Professionals with decades of experience; Impact Across Asset Classes Since 2007; Guided by Values & Vision as a majority-women-led B Corp
- Use Cases
Veris is most valuable for individuals, families, foundations, and nonprofits looking to align their investments with their social and environmental values.
- Competitive advantages
Tailored investment portfolios that align with clients' values; Decades of advisory and impact investing experience; Commitment to clear communication and education without jargon
- Strengths
Veris's strengths include a client-centered approach, a strong team of experienced professionals, a commitment to values-driven investing, and a focus on education and communication.
- Positioning
Veris positions itself as a leader in sustainable and impact investing, focusing on aligning financial assets with personal and organizational values.
- Audience
The target users include families, individuals, foundations, and nonprofits who seek to invest in alignment with their values and missions.
- CTA
Contact Veris
- Tags
Sustainable Investing
Impact Investing
Values Alignment
Financial Advisory
- Tagline
Align Your Financial Assets With Your Values
- Tone of Voice
Professional, Compassionate, Empowering
- Differentiation
Veris is unique in the market as a majority-women-led firm that combines wealth management with a strong commitment to social and environmental impact, operating as a B Corp.
- Brand Positioning
Veris identifies as a pioneering wealth management firm recognized for its leadership in sustainable and impact investing, emphasizing its majority-women-led structure and commitment to social justice.
- Founded
2007-01-01
- Founders
Patricia Farrar-Rivas