Veris Wealth Partners: Funding, Investors & Team (Oct 2026)
Veris Wealth Partners is a pioneering wealth management firm and a recognized leader in sustainable and impact investing. They are an independent, owner-managed, SEC-registered investment advisory firm with offices in New York, San Francisco and Portsmouth. They serve individuals, nonprofits and foundations that care as much about performance as about using their wealth to beneficially impact society. They believe superior investment performance and a positive impact are complementary parts of a holistic investment strategy. By combining traditional and sustainable investment strategies, they achieve each investor's financial goals, while providing exceptional risk management and client service. Veris enables you to align your wealth and your worldview in order to make a positive contribution as you define it. They believe that "Sustainability Matters" and that those companies, families and foundations implementing responsible practices will lead the future.
Veris Wealth Partners has raised $100k across 1 funding round on record, the most recent a Private Equity of $100k announced in Feb 2022.
That round is below the $15M median round size for Financial Services companies tracked on FundedIQ over the last two years.
Veris Wealth Partners Company Profile and Key Stats
Latest funding round on record: Feb 2022.
Veris Wealth Partners Funding Rounds
Veris Wealth Partners Founders and Leadership Team
No contact details are on record for this team yet.
Veris Wealth Partners Funding Compared to Other Financial Services Startups
Veris Wealth Partners' latest round of $100k is below the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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Veris Wealth Partners Funding FAQs
What does Veris Wealth Partners do?
Veris Wealth Partners is a pioneering wealth management firm and a recognized leader in sustainable and impact investing. They are an independent, owner-managed, SEC-registered investment advisory firm with offices in New York, San Francisco and Portsmouth. They serve individuals, nonprofits and foundations that care as much about performance as about using their wealth to beneficially impact society. They believe superior investment performance and a positive impact are complementary parts of a holistic investment strategy. By combining traditional and sustainable investment strategies, they achieve each investor's financial goals, while providing exceptional risk management and client service. Veris enables you to align your wealth and your worldview in order to make a positive contribution as you define it. They believe that "Sustainability Matters" and that those companies, families and foundations implementing responsible practices will lead the future.
How much funding has Veris Wealth Partners raised?
Veris Wealth Partners has raised $100k across 1 round on record. The most recent is a Private Equity of $100k announced in Feb 2022.
When did Veris Wealth Partners last raise funding?
Veris Wealth Partners' most recent funding round on record is a Private Equity of $100k, announced in Feb 2022.
Who is the CEO of Veris Wealth Partners?
Stephanie Rupp is listed as CEO at Veris Wealth Partners.
Where is Veris Wealth Partners headquartered?
Veris Wealth Partners is based in New York, United States.
How many employees does Veris Wealth Partners have?
Veris Wealth Partners is in the 11-50 employee band.
How does Veris Wealth Partners' funding compare to other Financial Services startups?
Veris Wealth Partners' latest round of $100k is below the $15M median round size for Financial Services companies on FundedIQ across 5,751 tracked companies over the last two years.
About FundedIQ's Veris Wealth Partners Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Veris Wealth Partners is left off this page rather than filled in.
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