https://veritablelp.com/

Veritable, LP

About Veritable, LP

Veritable, L.P. provides wealthy individuals and families with highly informed investment advice and a disciplined framework for making tax-efficient financial decisions. The practice was founded in 1986 and has grown to serve over 200 families and $16.9 billion of assets under advisement. Veritable provides fee-only investment advice and supports a wide range of client financial issues and needs. With over 80 employees (of which 30 are partners), we have a robust team to deliver the expertise, resources, and buying power of a multi-billion-dollar investment office to families that might not otherwise have access.

Reviews

Portfolio Accountant

June 2004 - October 2008 Newtown Square, PA
“Good 401K match, good salary for the work”

Portfolio Accountant

June 2014 - November 2014 Newtown Square, PA
“Good 401K match, good salary for the work.”
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