Veris provides a summary of its investment advisory services, fees, and conflicts of interest in its Form CRS.

Veris offers holistic financial planning for high-net-worth families based on goals, values, and vision.

Veris' goal- and values-driven investment advisory and financial planning services for families, foundations, endowments, and nonprofits.

Veris was named Best For The World by B Corp for the second consecutive year, ranking in the top 10% of all B Corps.

The domestic public equity segment of impact investing outperforms relevant traditional benchmarks.

Veris was founded six years ago to advance impact investing as a tool for wealth creation and global improvement.

Veris CIO Roraj Pradhananga interviewed about ESG inflows in Q2 of 2026 for Barron's.

Veris named to B Corp’s list of companies voted “Best for the World.”

Veris named one of the Top Impact Companies of 2024 in the January edition of Real Leaders Magazine.

Veris won Investment Consultancy & ‘Internal Equality, Diversity and Inclusion Practices (Americas)’ at The 2025 Wealth for Good Awards.

Veris offers career opportunities in advising, research, and client service for impact investing professionals.

Bios of Veris investment advisors, financial planners, investments researchers, client service professionals, operations, and communications staff.

Eric Hsueh talks about his role as Director of Investments at Veris and vision for the future of ESG & impact investing.

Advisor Elena Ladygina interviewed on her life and approach to client service, values-aligned investing, and financial planning

Veris is a majority women-led investment advisory firm focused on values alignment.

Veris is partner-owned investment advisory firm and Certified B Corp, pursuing impact investing and values-aligned wealth management since 2007.

Veris became a B Corp to use business as a force for good, citing benefits like certification and community impact.

Impact investing advisory and OCIO firm Veris helps high-net-worth families and foundations align financial assets with values and missions.

Important legal disclosures and terms governing use of the Veris Wealth Partners website and the information it contains.