Veris Wealth Partners Revenue and Competitors
Estimated Revenue & Valuation
- Veris Wealth Partners's estimated annual revenue is currently $5.3M per year.
- Veris Wealth Partners's estimated revenue per employee is $159,600
Employee Data
- Veris Wealth Partners has 33 Employees.
- Veris Wealth Partners grew their employee count by 27% last year.
Veris Wealth Partners's People
Name | Title | Email/Phone |
---|---|---|
1 | Founding Principal and Chief Investment Officer | Reveal Email/Phone |
2 | Partner and Managing Director Impact Investment Research | Reveal Email/Phone |
3 | Director Operations, ESG RIA | Reveal Email/Phone |
4 | Chief Operating Officer & Partner | Reveal Email/Phone |
5 | Partner – Chief Compliance Officer & General Counsel | Reveal Email/Phone |
6 | Associate Wealth Manager | Reveal Email/Phone |
7 | Marketing Associate | Reveal Email/Phone |
8 | Senior Advisor, Partner | Reveal Email/Phone |
9 | Partner and Senior Advisor | Reveal Email/Phone |
10 | Senior Advisor, Partner | Reveal Email/Phone |
Veris Wealth Partners Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $6.9M | 41 | -5% | N/A | N/A |
#2 | $42M | 182 | 1% | N/A | N/A |
#3 | $27.7M | 132 | -3% | N/A | N/A |
#4 | $6.4M | 38 | 3% | N/A | N/A |
#5 | $25.2M | 120 | 5% | N/A | N/A |
#6 | $36M | 156 | 8% | N/A | N/A |
#7 | $299.3M | 1018 | 37% | N/A | N/A |
#8 | $3.2M | 22 | 16% | N/A | N/A |
#9 | $5.4M | 32 | 3% | N/A | N/A |
#10 | $16.6M | 79 | N/A | N/A | N/A |
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 Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $4.1M | 33 | -44% | $71.7M |
#2 | $3.6M | 33 | -6% | $16M |
#3 | $3.7M | 33 | -15% | $2M |
#4 | $3.8M | 33 | -40% | N/A |
#5 | $3.8M | 33 | 27% | N/A |