Rosemont Announces Minority Equity Investment In Veris Wealth Partners
02/08/22, 4:00 PM
Industry
financial services
Rosemont, a private investor in employee-owned asset and wealth management firms, announces a minority investment in Veris Wealth Partners, a majority employee-owned and women-led impact wealth management firm with more than $2 billion in assets under management. The recapitalization is designed to support the company’s internal equity transition to next-generation leaders and to ensure its independence for many years to come. Importantly, there will be no changes to the day-to-day management of the firm as a result of the transaction.
Company Info
Additional Info
Veris Wealth Partners, LLC is one of the nation’s leading impact wealth management firms founded in 2007. Veris helps individuals, families and private foundations achieve their financial objectives, while aligning their wealth with their values. The Veris team believes that investment performance and positive impact are complementary parts of a holistic investment strategy. A Certified B Corp, Veris Wealth Partners has been named a “Best for the World” company by B Lab every year since 2013. Veris has offices in San Francisco, New York, Portsmouth, and Boulder. For more information visit www.veriswp.com.