Veris Wealth Partners

Sustainable & Impact Investing

New York, New York

United States

www.veriswp.com

About Veris Wealth Partners

Veris Wealth Partners is a national sustainable wealth management firm with offices in New York, San Francisco, and Portsmouth, NH dedicated to aligning families’ and foundations’ financial objectives with their mission and values. They structure fully-diversified portfolios that aim to drive social and environmental change while bringing rigor and discipline to the investment process. They believe this approach represents today’s most sophisticated investment thinking.

Veris became a B Corp to further align our mission and values-based business with best practices in the B Corp community. The designation strengthens our leadership role in supporting sustainable business transformation for the benefit of our clients and stakeholders.

Understanding the landscape of sustainable investing is a core Veris expertise. They strive to help their clients access superior investment and impact opportunities by leveraging their deep knowledge of relevant financial, environmental, social, and governance (ESG) issues.

The Change We Seek®

Veris helps their clients put their money to work with a purpose! They seek to change both the global environment and criteria that drive investor decision making. They believe that "Sustainability Matters" and companies, families and foundations implementing responsible practices will lead the future.

We live in a time when we can no longer ignore the links between global sustainability issues and individual choices. The issues we face today are unlike any we have ever encountered, in terms of their scale and complexity. Daunting challenges create tremendous possibilities. They seek to guide their clients through this complex financial landscape to create impact.

What makes us a better company?

B Impact Report

Certified since: 

September 2011
Summary:

Company Score

Median Score*

Governance

Governance

The Governance section of the Assessment evaluates a company's accountability and transparency. The section focuses on the company's mission, stakeholder engagement, and overall transparency of the company's practices and policies.

14
10
Workers

Workers

The Worker section of the survey assesses the company's relationship with its workforce. This section measures how the company treats its workers through compensation, benefits, training, and ownership opportunities provided to workers. It also focuses on the overall work environment within the company through management/worker communication, job flexibility and corporate culture, and worker health and safety practices.

32
22
Community

Community

The Community section of the survey assesses a company's impact on its community. The Community section evaluates a company's supplier relations, diversity, and involvement in the local community. The section also measures the company's practices and policies around community service and charitable giving. In addition, this section includes if a company's product or service is designed to solve a social issue, including access to basic services, health, education, economic opportunity, arts, and increasing the flow of capital to purpose-driven enterprises.

69
32
Environment

Environment

The Environment section of the Assessment evaluates a company's environmental performance through its facilities; materials, resource, and energy use; and emissions. Where applicable, it also considers a company's transportation/distribution channels and environmental impact of its supply chain. This section also measures whether a company's products or services are designed to solve an environmental issue, including products that aid in the provision of renewable energy, conserve resources, reduce waste, promote land/wildlife conservation, prevent toxic/hazardous substance or pollution, or educate, measure, or consult to solve environmental problems.

13
9
Overall B Score
128
80

80 out of 200 is eligible for certification

*Of all businesses that have completed the B Impact Assessment

*Median scores will not add up to overall

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Company Highlights: 

Workers: Pays all employees a living wage; Covers 80-100% of paid insurance premiums for fulltime workers and their families; Offers additional benefits (short/long-term disability, life insurance, and domestic partner benefits)

Community: Gives preference to local/sustainable suppliers; Uses fellow B Corp for office supplies; Banks with a local independent bank; >30% of management is from underrepresented populations; Offers employees 20+ hours/year paid time off for community service

Environment: Has composting as well as office-wide recycling program for paper, plastic, cardboard, glass & metal; Monitors and records greenhouse gas emissions for travel, commuting, office operations, shipping; Purchases carbon credits to offset >50% of greenhouse gas emissions