Veris Wealth Partners Email Formats

Investment, Funds and Trusts • San Francisco, California, United States • 21-50 Employees

Veris Wealth Partners Email Formats

Veris Wealth Partners uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@veriswp.com), used 60% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@veriswp.com	60%
{first initial}{last name}	jdoe@veriswp.com	36%
{first initial}{last name}{first initial}	jdoej@veriswp.com	4%

Key Contacts at Veris Wealth Partners

Mihir Mehan

Associate Director, Investments

Max Boerstoel

Associate Director Of Operations

Mandy Gardner

Associate Director Of Marketing

Tracey Lynch

Associate Director

Company overview

Headquarters	235 Montgomery Street, Suite 850, San Francisco, California 94104, US
Phone number	+16033191917
Website	veriswp.com
SIC	628
Keywords	Registered Investment Advisor, Wealth Management, Impact Investing, Diversity, Portfolio Management, Financial Planning, Sustainable Investing, Investment Advisor, Ocio, Esg Investing, Gender Lens Investing, & Inclusion, Investing In Climate Solutions, Investing In Equity, Investing In Regenerative Agriculture, Just Transition Investing
Founded	2007
Employees	21-50
Socials

About Veris Wealth Partners

Veris is an investment advisory firm that applies sustainable and impact investing expertise across public & private markets to help families and mission-driven organizations meet their financial objectives & goals for social and environmental impact. A majority women-led firm, Veris has been helping investors align their financial assets with their values and vision for the future since 2007. Serving clients across the United States with offices in Oakland, CA; New York, NY; Portsmouth, NH; Denver, CO; and Philadelphia, PA. For information about our firm or services, email info@veriswp.com or visit www.veriswp.com.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Veris Wealth Partners has 13 employees across 4 departments.

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Number of employees

Funding Data

Explore Veris Wealth Partners's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2022-03-07	11	N/A

Funding Insights

Number of funding rounds

Veris Wealth Partners Tech Stack

Discover the technologies and tools that power Veris Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

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reCAPTCHA

Security

WP Fastest Cache

Performance

Site Kit

Analytics

WPForms

Form builders

jQuery UI

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MailChimp

Frequently asked questions

Veris Wealth Partners is located in San Francisco, California, US.

You can reach Veris Wealth Partners at +16033191917.

Veris Wealth Partners was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

Veris Wealth Partners has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Veris Wealth Partners

Mihir Mehan

Associate Director, Investments

Max Boerstoel

Associate Director Of Operations

Mandy Gardner

Associate Director Of Marketing

Tracey Lynch

Associate Director

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