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 $5.6M per year.(i)
  • Veris Wealth Partners's estimated revenue per employee is $159,600

Employee Data

  • Veris Wealth Partners has 35 Employees.(i)
  • Veris Wealth Partners grew their employee count by 30% 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
Chief Operating Officer & PartnerReveal Email/Phone
4
Partner – Chief Compliance Officer & General CounselReveal Email/Phone
5
Associate Wealth ManagerReveal Email/Phone
6
Project ManagerReveal Email/Phone
7
Wealth ManagerReveal Email/Phone
8
Marketing AssociateReveal Email/Phone
9
Senior Advisor, PartnerReveal Email/Phone
10
Senior Advisor, PartnerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$6.9M410%N/AN/A
#2
$37.7M163-10%N/AN/A
#3
$36.5M158-3%N/AN/A
#4
$6.9M4111%$101MN/A
#5
$33.3M1445%N/AN/A
#6
$43.2M1878%N/AN/A
#7
$359.3M122237%N/AN/A
#8
$3.5M249%N/AN/A
#9
$6.4M383%N/AN/A
#10
$20M95N/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

35

Number of Employees

$5.6M

Revenue (est)

30%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$4.4M35-70%$126M
#2
$3.9M35-5%$16M
#3
$4.1M35-60%N/A
#4
$4.1M350%N/A
#5
$3.9M35-10%N/A