B Impact Report

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Veris Wealth Partners

Sustainable & Impact Investing
Certified Since: September, 2011
Location: New York, New York, United States
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline

144.4

The B Impact Scores are being compared against all businesses that have completed the B Impact Assessment

Veris Wealth Partners is a national sustainable wealth management firm with offices in New York, San Francisco, and Portsmouth, NH dedicated to aligning familiesÕ and foundationsÕ financial objectives with their mission and values. They structure fully-diversified portfolios that aim to drive social and environmental change while bringing rigor and discipline to the investment process. They believe this approach represents todayÕs most sophisticated investment thinking.

Understanding the landscape of sustainable investing is a core Veris expertise. They strive to help their clients access superior investment and impact opportunities by leveraging their deep knowledge of relevant financial, environmental, social, and governance (ESG) issues.

Impact Area Scoresinfo_outline

Previous Overall B Impact Scores