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Veris Wealth Partnersveriswp.comVeris is an investment advisory firm that helps families, individuals, foundations, endowments, and nonprofits align their financial assets with values and goals for social and environmental impact across public and private markets. It is a majority-women-led B Corp offering customized, client-centered portfolios and OCIO services for endowments and foundations, guided by impact research and frameworks such as the Just Transition and DEIB. Veris also publishes impact reports and thought leadership to showcase client outcomes and advance responsible investing in the financial services industry.
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Excerpts where Veris Wealth Partners appeared in the AI's answer
Veris Wealth Partners — provides mission-aligned advisory and outsourced CIO (OCIO) services for foundations, endowments, and nonprofits
Veris Wealth Partners — A specialist in sustainable and impact investing that works with foundations, endowments, and mission-driven organizations.
