April 20, 2014 8:03 PM ET

Capital Markets

Company Overview of Veris Wealth Partners, LLC

Company Overview

Veris Wealth Partners, LLC provides wealth management and investment advisory solutions to high net worth families, and their foundations and endowments. The company’s wealth management products and services include financial and wealth transfer planning, wealth counseling, estate and tax planning consultation, and investment portfolio planning and management, as well as philanthropy strategy, structure, and management. Veris Wealth Partners was incorporated in 2007 and is based in New York, New York.

90 Broad Street

24th Floor

New York, NY 10004

United States

Founded in 2007





Key Executives for Veris Wealth Partners, LLC

Compensation as of Fiscal Year 2013.

Veris Wealth Partners, LLC Key Developments

Veris Wealth Partners, LLC Presents at SRI Conference on Sustainable, Responsible, Impact Investing, Oct-28-2013 10:30 AM

Veris Wealth Partners, LLC Presents at SRI Conference on Sustainable, Responsible, Impact Investing, Oct-28-2013 10:30 AM. Venue: The Broadmoor, Colorado Springs, Colorado, United States.

Similar Private Companies By Industry

Company Name Region
Sunbelt Capital Advisors, LLC United States
Ziv Investment Company United States
Agincourt Consulting Group LLC United States
Colchester Capital, LLC, Investment Banking Arm United States
Serino 6, Corp. United States

Recent Private Companies Transactions

No transactions available in the past 12 months.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
NYC2012, Inc. United States
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
Rush University United States
Citizens Budget Commission United States

Post a JobJobs

View all jobs

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Veris Wealth Partners, LLC, please visit www.veriswp.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.