Our History
Veris has spent nearly two decades helping clients align their capital with long-term financial and impact priorities.
Milestones Along the Way
From its founding in 2007 through today, Veris has grown alongside the broader field of impact investing while remaining committed to rigorous advice, independent stewardship, and building a more just and sustainable economy.
2007
Veris is founded
2009
Early client growth across families and foundations
2011
Certified B Corp status reinforces accountability
2013
Mission-aligned portfolios scale across client relationships
2015
The advisory platform expands with long-horizon planning expertise
Veris Wealth Partners 10th anniversary
By its tenth anniversary, Veris had established itself as a trusted advisor to values-aligned families, foundations, and endowments. The firm continued to expand its impact investment capabilities while deepening long-term client partnerships.
2019
Impact investing research deepens across public and private markets
2021
The team broadens national reach while preserving independent ownership
2023
Veris continues to support resilient client portfolios in changing markets
2026
Looking forward