Veriti Management (acquired by First Trust Portfolios)
www.veritimanagement.comFor 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.
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For 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.
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Country
State
Massachusetts
City (Headquarters)
Boston
Employees
1-10
Founded
2018
Social
Employees statistics
View all employeesPotential Decision Makers
Co - Founder , Managing Member
Email ****** @****.comPhone (***) ****-****Chief Operating Officer
Email ****** @****.comPhone (***) ****-****Co - Founder , Managing Member
Email ****** @****.comPhone (***) ****-****Partner , Head of Responsible Investment
Email ****** @****.comPhone (***) ****-****
Technologies
(17)
