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Veris Wealth Partners

Veris Wealth Partners, LLC

Mission protected

Yes

Meets the PBC Index standard

Protected through

  • Certified B Corporation

What they do

Veris Wealth Partners provides investment advisory and wealth management services for individuals, families, foundations, endowments, and nonprofits. The firm creates customized portfolios focused on sustainable and impact investing across public and private markets.

Mission statement
To leverage the power of capital markets towards sustainable and regenerative solutions to create a more equitable, just, and sustainable world.

Status

Private

Industry

Financial Services & Fintech

Headquarters

Oakland, California

Founded

2007

Sources (3)

Added 2026-06-04 · last updated 2026-06-04Informational only; not legal advice. Verify against the sources above before relying on this entry.