LeadIQ logo
Learn more at LeadIQ.com
Veris Wealth Partners logo

Veris Wealth Partners Employee Directory

Investment AdviceCalifornia, United States11-50 Employees

Veris Wealth Partners is an investment advisory firm focused on sustainable and impact investing across public and private markets. It serves families and mission-driven organizations aiming to align their financial assets with social and environmental objectives while pursuing defined financial goals. Founded in 2007 and headquartered in San Francisco, the firm maintains offices across the United States in Oakland, New York, Portsmouth, Denver, and Philadelphia.

Veris is majority women-led and received 2026 Family Wealth Report awards recognizing diversity in wealth management and leadership in impact investing. The firm participates in industry events and sponsorships, reflecting active engagement in the sustainable and impact-investing community.

Find Veris Wealth Partners employees' phone numbers or email addresses

Veris Wealth Partners Global Highlights

Location
Employees

North America
49

Minus sign iconPlus sign icon
  • United States Of America
    49

Veris Wealth Partners's Leadership

  • Head Of Growth at Veris Wealth Partners
    L. C.
    Head Of Growth
    Mobile Phone
  • Senior Associate , Wealth Manager at Veris Wealth Partners
    P. A.
    Senior Associate , Wealth Manager
    Mobile Phone
  • Client Service Associate-New York Office at Veris Wealth Partners
    T. W.
    Client Service Associate-New York Office
    Mobile Phone

Veris Wealth Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Finance
  • Business
  • Community & Social Services
  • Other
  • Business Development

Contact profiles from Veris Wealth Partners

Name
Title
Contact
Location
Last Update
  • Head Of Growth at Veris Wealth Partners
    L. C.
    Head Of Growth
    Mobile Phone
    Sep 02, 2026
  • Senior Associate , Wealth Manager at Veris Wealth Partners
    P. A.
    Senior Associate , Wealth Manager
    Mobile Phone
    Oct 18, 2024
  • Client Service Associate-New York Office at Veris Wealth Partners
    T. W.
    Client Service Associate-New York Office
    Mobile Phone
    Jun 09, 2025

Frequently Asked Questions

What is Veris Wealth Partners known for?

Minus sign iconPlus sign iconVeris Wealth Partners was founded in 2007 and operates in the Investment Advice industry. You can contact Veris Wealth Partners's main corporate office by phone at
+1-415-814-****
. Explore Veris Wealth Partners's company overview page for more information.

What is Veris Wealth Partners's most common email format?

Minus sign iconPlus sign iconVeris Wealth Partners employees' email format typically follows the pattern of FLast@veriswp.com. Trying to find reliable and up-to-date employee contact data? Find more Veris Wealth Partners email formats with LeadIQ.

How many employees does Veris Wealth Partners have currently?

Minus sign iconPlus sign iconVeris Wealth Partners has approximately 39 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Veris Wealth Partners's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Veris Wealth Partners's key employees include:

  • Head Of Growth: L. C.
  • Senior Associate , Wealth Manager: P. A.
  • Client Service Associate-New York Office: T. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.