What departments does Veratis Advisors, Inc. have?

Veratis Advisors, Inc. has employees across 2 departments including Research, Consultant.

What is the largest department at Veratis Advisors, Inc.?

The largest department at Veratis Advisors, Inc. is Research with 1 employees.

Where are Veratis Advisors, Inc. employees located globally?

Veratis Advisors, Inc. has employees across 1 continents and 1 countries including United States Of America.

How has Veratis Advisors, Inc.'s team size changed over time?

Veratis Advisors, Inc.'s team has remained stable from approximately 7 to 7 employees based on available data.

Veratis Advisors, Inc. Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Veratis Advisors, Inc. is a small boutique financial services firm based in Cary, North Carolina. It specializes in two retirement practice areas: Retirement Plan Consulting and Personal Wealth management. The firm emphasizes a client-centered approach, prioritizing service quality and technical expertise, with information available at veratisadvisors.com.

In a market dominated by larger firms prioritizing assets under management, Veratis differentiates itself by focusing on meaningful client outcomes over short-term growth. Its long-term emphasis on quality aims to make the firm irreplaceable to its clients.

Veratis Advisors, Inc. Global Highlights

North America
11

United States Of America
11

Veratis Advisors, Inc.'s Leadership

J. W. C.
Wealth Advisor, Partner
Mobile Phone
Email
B. K.
Investment Research Director, Partner
Mobile Phone
Email
S. D. S.
Managing Partner
Mobile Phone
Email
P. B.
Partner
Mobile Phone
Email
S. D.
Partner And Wealth Advisor
Mobile Phone
Email
S. S.
Managing Director
Mobile Phone
Email
E. F.
Client Services Manager
Mobile Phone
Email
D. W.
Wealth Advisor
Mobile Phone
Email

Veratis Advisors, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other
Consultant

Contact profiles from Veratis Advisors, Inc.

Name

Title

Contact Info

Location

Last Update

J. W. C.
Wealth Advisor, Partner
Mobile Phone
Email
United StatesNorth Carolina
Jun 30, 2026
B. K.
Investment Research Director, Partner
Mobile Phone
Email
United StatesNorth Carolina
Jun 08, 2026
S. D. S.
Managing Partner
Mobile Phone
Email
Jun 08, 2026
P. B.
Partner
Mobile Phone
Email
UNITED STATES
Jun 03, 2026
S. D.
Partner And Wealth Advisor
Mobile Phone
Email
UNITED STATES
May 08, 2024
S. S.
Managing Director
Mobile Phone
Email
UNITED STATES
Jul 25, 2025
E. F.
Client Services Manager
Mobile Phone
Email
United StatesNorth Carolina
Jul 02, 2026
D. W.
Wealth Advisor
Mobile Phone
Email
United StatesNorth Carolina
Jun 08, 2026
T. R.
Retirement Plan Consultant
Mobile Phone
Email
United StatesNorth Carolina
Jun 08, 2026

Frequently Asked Questions

What is Veratis Advisors, Inc. known for?

Veratis Advisors, Inc. was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 1400 Crescent Green Suite 110 Cary, North Carolina 27518 United States. Explore Veratis Advisors, Inc.'s company overview page for more information.

What is Veratis Advisors, Inc.'s most common email format?

Veratis Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Veratis Advisors, Inc. email formats with LeadIQ.

How many employees does Veratis Advisors, Inc. have currently?

Veratis Advisors, Inc. has approximately 7 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Veratis Advisors, Inc.'s key employees and leadership?

As of June 2026, Veratis Advisors, Inc.'s key employees include:

Wealth Advisor, Partner: J. W. C.
Investment Research Director, Partner: B. K.
Managing Partner: S. D. S.
Partner: P. B.
Partner And Wealth Advisor: S. D.

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Veratis Advisors, Inc. Employee Directory

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Veratis Advisors, Inc. Global Highlights

North America
11

Veratis Advisors, Inc.'s Leadership

Veratis Advisors, Inc. Employee Metrics

Contact profiles from Veratis Advisors, Inc.

Frequently Asked Questions

What is Veratis Advisors, Inc. known for?

What is Veratis Advisors, Inc.'s most common email format?

How many employees does Veratis Advisors, Inc. have currently?

Who are Veratis Advisors, Inc.'s key employees and leadership?

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Veratis Advisors, Inc. Employee Directory

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Veratis Advisors, Inc. Global Highlights

North America11

Veratis Advisors, Inc.'s Leadership

Veratis Advisors, Inc. Employee Metrics

Contact profiles from Veratis Advisors, Inc.

Frequently Asked Questions

What is Veratis Advisors, Inc. known for?

What is Veratis Advisors, Inc.'s most common email format?

How many employees does Veratis Advisors, Inc. have currently?

Who are Veratis Advisors, Inc.'s key employees and leadership?

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
11

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