Our Story
Founded in 1998, Veristone Capital was built on a simple premise: that families deserve a trusted partner dedicated to preserving and growing their wealth across generations.
What started as a boutique advisory firm has grown into a comprehensive wealth management platform, serving distinguished families and institutions across the globe.
Today, we manage over $5 billion in assets, guided by the same principles that defined us from day one: integrity, innovation, and an unwavering commitment to our clients' success.
$5B+
Assets Under Management
25+
Years of Experience
500+
Families Served
98%
Client Retention Rate
Our Journey
Key milestones in our history of building wealth for generations.
Founded
Veristone Capital was established with a vision to provide personalized wealth management services to distinguished families.
First $1 Billion
Reached our first billion in assets under management, marking a significant milestone in our growth journey.
National Expansion
Expanded our services nationwide, opening offices in major financial centers across the United States.
Innovation Award
Recognized for our innovative approach to multi-generational wealth planning and family office services.
$5 Billion AUM
Surpassed $5 billion in assets under management, continuing our mission of building wealth for generations.
Our Values
The principles that guide everything we do.
Integrity
We hold ourselves to the highest ethical standards in every interaction.
Client Focus
Your goals are our priority. We build lasting relationships based on trust.
Innovation
We leverage cutting-edge strategies while respecting time-tested principles.
Excellence
We pursue exceptional results through rigorous analysis and discipline.
Leadership Team
Meet the experienced professionals guiding your financial future.
Ready to Learn More?
Schedule a consultation with our team to discuss your financial goals.
