Veris Wealth Partners

Veris Wealth Partners is an investment advisory firm that specializes in sustainable and impact investing. They help families and mission-driven organizations align their financial assets with their values and vision for the future. Veris is a majority women-led firm that has been in business since 2007 and takes pride in their client-centered approach, seasoned professionals, and focus on impact across all asset classes. Their four core impact investment themes are Climate Solutions and the Environment, Sustainable and Regenerative Agriculture, Racial and Gender Equity, and Community Wealth Building.

Veris is committed to building a more equitable, just, and sustainable world through their investment practices and operations. They have a strong focus on diversity, equity, inclusion, and belonging (DEIB) within their team and across their industry, believing that inclusive perspectives drive better decisions and outcomes for their clients and for society. Their firm practices go beyond just investing in DEIB managers, but also includes policies and practices to ensure equity and inclusion internally, such as a new employee handbook integrating EDI principles, expanded hiring channels, and a commitment to vendor and consultant selection that includes Women-owned and Minority-owned businesses.

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Veris Wealth Partners is a leading financial advisory firm committed to helping families, foundations, and endowments achieve both financial success and positive, sustainable impact. We believe that investing for good is essential for a brighter future, and we work closely with our clients to design and implement impact-driven investment strategies that align their wealth with their values. Our team of experienced professionals applies expertise across public and private markets, with a focus on themes like climate solutions, regenerative agriculture, and gender lens investing, to generate both strong financial returns and meaningful social and environmental change.

Veris Wealth Partners promotes a culture that values diversity, equity, inclusion, and belonging. As a majority woman-led firm, they prioritize a collaborative and inclusive environment. Their dedication to creating a more just, equitable, and sustainable world is reflected in their commitment to working with diverse fund managers and investing in a way that aligns with their clients' values. They believe that a diverse and inclusive culture leads to better decision-making and a more positive impact on the world.

Veris Wealth Partners is a majority woman-led firm committed to diversity, equity, inclusion, and belonging both within the company and in its investment processes. They have developed an Equity, Diversity, and Inclusion (EDI) Manager Due Diligence Framework to identify and invest in managers who have diverse employees, leadership, and ownership, as well as those that implement DEIB policies and use an EDI lens in their investment decisions. They also have internal programs that promote equity, diversity, and inclusion, including removing names and addresses from resumes to reduce bias in hiring and requiring DEIB training for employees.