Veris Wealth Partners Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Veris Wealth Partners's estimated annual revenue is currently $5.3M per year.(i)
  • Veris Wealth Partners's estimated revenue per employee is $159,600

Employee Data

  • Veris Wealth Partners has 33 Employees.(i)
  • Veris Wealth Partners grew their employee count by 27% last year.

Veris Wealth Partners's People

NameTitleEmail/Phone
1
Founding Principal and Chief Investment OfficerReveal Email/Phone
2
Partner and Managing Director Impact Investment ResearchReveal Email/Phone
3
Director Operations, ESG RIAReveal Email/Phone
4
Chief Operating Officer & PartnerReveal Email/Phone
5
Partner – Chief Compliance Officer & General CounselReveal Email/Phone
6
Associate Wealth ManagerReveal Email/Phone
7
Marketing AssociateReveal Email/Phone
8
Senior Advisor, PartnerReveal Email/Phone
9
Partner and Senior AdvisorReveal Email/Phone
10
Senior Advisor, PartnerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$6.9M41-5%N/AN/A
#2
$42M1821%N/AN/A
#3
$27.7M132-3%N/AN/A
#4
$6.4M383%N/AN/A
#5
$25.2M1205%N/AN/A
#6
$36M1568%N/AN/A
#7
$299.3M101837%N/AN/A
#8
$3.2M2216%N/AN/A
#9
$5.4M323%N/AN/A
#10
$16.6M79N/AN/AN/A
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What Is Veris Wealth Partners?

Veris Wealth Partners, LLC is a partner-owned, independent wealth management firm that specializes in impact and sustainable investing. Veris believes that superior investment performance and positive impact are complementary parts of a holistic investment strategy. Veris is based in San Francisco with offices in New York, Portsmouth, and Boulder. For information, call 415.815.0580, or visit www.veriswp.com.

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Total Funding

33

Number of Employees

$5.3M

Revenue (est)

27%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$4.1M33-44%$71.7M
#2
$3.6M33-6%$16M
#3
$3.7M33-15%$2M
#4
$3.8M33-40%N/A
#5
$3.8M3327%N/A