Invest in what matters most to you
Financial Rigor. Real Impact.
We help families, foundations, and endowments align their investments with their values — pursuing financial returns and meaningful real-world impact across asset classes.
Why Veris
Whether you’re building a multigenerational legacy or advancing a mission, explore how our Advisors and OCIO team can activate your portfolio to achieve your vision of the future.
19 Years
Of excellence in client service & impact investing
~$3bn
Assets Under Management* (AUM)
63%
Women-owned**
Explore Veris
An independent, partner-owned firm with distinct levels of impact investing experience across public and private markets, and through various market environments.
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Read more about Who We AreWho We Are
Meet our majority-women team and explore our history as a trailblazing impact wealth management firm and Certified B Corp with a mission-driven culture.
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Read more about Who We ServeWho We Serve
Our clients include purpose-driven individuals, families, and organizations who want their investments aligned with their values or mission, wherever they are on that journey.
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Read more about Investment & Advisory ServicesInvestment & Advisory Services
From financial planning to portfolio construction and OCIO, Veris services are tailored to your financial goals, impact priorities, and values.
Advisors Who Listen
As today’s challenges intensify, more families and foundations are recognizing that their capital can be a powerful force for change. Working together, we can help build a more resilient and equitable world.”
// Senior Advisor Jane Swan
Latest Insights
Ideas, perspectives, and research designed to help you think more deeply about your investments, your values, and the world you want your capital to help build.
An Impact Field Builder
Veris has worked to help build the field of impact investing since 2007. Explore our Partnerships & Collaborations and learn how we work with organizations shaping how capital drives sustainable and equitable change.
Disclosures
*Approximate assets under management as of 9/2026.
** The percentage of women represented at the firm ownership level is based on a snapshot of ownership team diversity on 1/1/2026.