Veris Wealth Partners Surpasses $2 Billion in Assets Under Management

Veris Wealth Partners, a B Corp certified impact wealth management firm, announced today it has surpassed $2 billion in assets under management and continues to see significant organic growth. Since the firm was founded in 2007, Veris has surpassed all industry organic growth benchmarks while retaining its authenticity & 100% focus on investing for social and environmental impact.

“Veris is excited to reach this milestone,” said Casey Verbeck, Veris Wealth Partners’ Head of Marketing and Business Development and a Partner at the firm. “We are especially proud that we have done so while maintaining our independence and commitment to being a leading Impact Wealth Management firm and the only US wealth management firm which is 100% impact-focused and has been since inception. There are very few other firms, if any, that have our true commitment to impact investing and providing leading industry services to High-Net-Worth Individuals, Multi-Generational Families and Private Foundations.”

“Our firm’s continued growth shows that we are well positioned and continue to attract amazing and dedicated clients who share our mission to direct capital to racial, gender and social justice and climate solutions with a goal of achieving long-term positive impact. Our authenticity frankly stands out in an ocean of firms who only allocate a portion of their investments to impact investments and in the unfortunate trend of impact-washing as a marketing approach,” said Veris Wealth Partners’ CEO, Stephanie Cohn Rupp.

Since inception, Veris’ approach has been based on building customized, diversified portfolios that focus on creating social and environmental impact in specific thematic areas while also meeting our clients’ financial and lifestyle goals. The firm’s current impact themes are:

• Climate Solutions and the Environment
• Sustainable and Regenerative Agriculture
• Racial and Gender Equity and
• Community Wealth Building.

“We invest in innovative opportunities and in best-in-class managers associated with these themes in public and private markets and across all asset classes,” Cohn Rupp said. “We do so in an intentional way that helps us track our impact as we work to create a more equitable, just and sustainable world.”

About Veris Wealth Partners

Veris Wealth Partners, LLC is one of the nation’s leading impact wealth management firms. The Veris team believes that investment performance and positive impact are complementary parts of a holistic investment strategy. A Certified B Corp, Veris Wealth Partners has been named a “Best for the World” company by B Lab every year since 2013. Veris has offices in San Francisco, New York, Portsmouth, and Boulder. For information, call 303-532-4181, or visit www.veriswp.com.

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Casey Verbeck
303-532-4181
[email protected]