LP Profile

Veritable

Multi Family Office (MFO)Newtown Square, United StatesFounded 1986
$17.0B
Assets Under Management
Newtown Square
Headquarters
Investment Focus

About Veritable

Veritable is a multi-family office based in Newtown Square, Pennsylvania. The firm was acquired by Pathstone by still operates independently. Established in 1986, the firm provided comprehensive investment consultation to wealthy individuals and families. It also managed accounts for pension and profit-sharing plans, pooled investment vehicles, charitable organizations, and corporations. Our goal is to maximize your after-tax returns with an acceptable level of risk. After careful study of your unique situation, we produce a tailored investment plan that serves as a roadmap for our consulting relationship.

Preferred Investment Types

Investment FundsPrivate EquityVenture CapitalJoint Venture/Partner

Preferred Sectors & Themes

Endowment FundETFsInvestment ManagementEquity/Mutual FundsCharitable InvestmentsRetirement PlanningLegal & Tax ServicesTrust ManagementWealth & Estate PlanningHigh-Level SectorsNon-ProfitFinanceTraditional Investments (Liquid Assets)Financial Services

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States
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FAQ

Frequently asked questions

What type of investor is Veritable?

Veritable is a multi family office (mfo) based in Newtown Square, United States, managing approximately $17.0B in assets.

Where is Veritable headquartered?

Veritable is headquartered in Newtown Square, United States.

How much does Veritable manage?

Veritable manages approximately $17.0B in assets under management.

When was Veritable founded?

Veritable was founded in 1986.

What does Veritable invest in?

Veritable focuses on Investment Funds, Private Equity, Venture Capital, Joint Venture/Partner, Endowment Fund, ETFs, Investment Management, Equity/Mutual Funds.

How can I contact Veritable?

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