Veriti Management
Innovative portfolio strategies with tech-driven customization and tax efficiencies for responsible investing. Learn more
Launch date
Employees
Boston Massachusetts (HQ)
| Date | Investors | Amount | Round |
|---|---|---|---|
| - | N/A | - | |
* | N/A | Acquisition | |
| Total Funding | - | ||
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EditFor Institutions. For Advisors. Veriti’s Direct Indexing technology offers the investor substantial tax benefits and the ability to personalize the account to align with their values.
We provide one key service: low-cost direct indexing of public equities. This single tool is powerful, versatile, personalized and built to do good.