Veriti

# Veriti

Overview

Direct indexing and values-based investing platform

Specializations

- SMAs

- ESG overlays

- customization

Core Categories

- Investment Management

- ESG

- Portfolio Management

Regional Focus

US

Key Features

- Advanced reporting and analytics

- Portfolio management capabilities

- Client relationship management

- Compliance and regulatory support

- Data integration and aggregation

Getting Started

Visit [Veriti website](https://www.veriti.com) to learn more about their family office software solutions and request a demo.

Reviews and Ratings

Check out [Veriti reviews on G2](https://www.g2.com/products/veriti/reviews) to see what other family offices are saying.

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*Last updated: 7/21/2025*