Connect With Veris

Whether you’re ready to start a conversation or just exploring your options, we’d welcome the opportunity to learn more about your goals. Reach out below to ask a question or request an introductory call.

About You

Please share your contact information and answer a few short questions to help us understand how we can help. We aim to respond to all inquiries within one to two business days.

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Values-aligned investment advisory services

Comprehensive wealth management services

Mission-aligned investing and OCIO services

Private Impact-focused carveout portfolio

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Working with Veris

Veris typically works with families and individuals with a minimum of $5 million in investable assets and foundations and endowments with a minimum of $10 million in assets under management, custodied in the United States. If you’re not yet at those thresholds, we still welcome your inquiry — and we’re happy to suggest resources to help you on your journey.

If you are a fund manager with an intentionally impact-focused or ESG integrated investment opportunity you believe would be a good fit for Veris, please share details via Opportunity Vault on the Diligence Vault platform. Our research team will review your submission and follow up if we’d like to learn more. For help setting up your account, visit Opportunity Vault for Managers FAQ.

Our Offices

Veris serves clients across the United States, from offices in Oakland, NYC, Portsmouth (NH), and Philadelphia.

Bay Area

1111 Broadway Ste 300

Oakland, CA 94607

415.814.0580

New York City

17 State St., Ste 600

New York, NY 10004

212.349.4172

Portsmouth, NH

2 International Drive, Suite 210

Portsmouth, NH 03801

(Main Mailing Address)

603.319.1917

Denver

1700 Lincoln St, Floor 17

Denver, CO 80202

415.814.0581

Philadelphia

100 S Juniper St., 3rd Floor, #410

Philadelphia, PA 19109